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Matching slides 18,554
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13,891-13,920 of 18,554
26
The slide uses a Q&A format to present expert testimony on industry dynamics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
27
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
31
Uses direct quotes from company 10-K filings to frame a narrative of corporate contradiction.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
32
The slide uses a quote from a 10-K to point out a discrepancy or strategic shift in how the company frames its competitive landscape.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
35
The slide uses a combination of financial data and qualitative evidence (Glassdoor reviews) to support the thesis of underinvestment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
36
Uses legal case excerpts and conference transcripts to build a narrative of poor governance.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
40
Uses red highlighting to emphasize negative disclosures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
41
Uses a table-like structure to contrast company disclosures with analyst questioning and management response.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
43
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
The slide uses a Q&A format to highlight expert testimony on PE overpaying and market dynamics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
50
The slide uses a Q&A format to present expert testimony.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
51
The slide uses a table format to present a Q&A dialogue between Spruce Point and a former executive.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
52
The slide uses a direct quote from a 10-K filing to support the activist's claim.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
54
Includes screenshots of social media posts and industry expert quotes to build a case against the D2D business model.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
57
The table performs a 'bridge' analysis to strip out the impact of the Fox acquisition from Rollins' reported gross margin.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
59
Uses a table format to juxtapose management quotes against critical questions and SEC filings.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
60
Uses a table format to juxtapose historical quotes against current operational realities to highlight management inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Quick Win Big Bet1 hit
62
The slide uses a red callout box to highlight the lack of clawback enforcement, contrasting it with the company's stated policy.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
63
The slide highlights specific line items in a financial reconciliation table that the activist firm believes are inappropriate adjustments.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
66
The slide uses a table to contrast historical customer growth with the lack of churn reporting, juxtaposed against recent management quotes acknowledging churn as a focus area.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
67
Uses a 'before-after' comparison of disclosure practices to argue for lack of transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
69
Uses a 'Less Disclosure' callout to highlight the reduction in reporting granularity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
70
The slide uses red callouts to highlight specific contradictions between verbal claims and visual data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
71
Uses direct quotes from earnings calls to highlight management inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
75
The slide uses a table format to present citations and summaries of research papers.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
76
The slide uses two tables to categorize institutional backing and recent private funding rounds for SIT-focused startups.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
Uses a table to juxtapose corporate PR against scientific data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
Uses CNBC interview screenshots as evidence of promotional activity.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is the opening slide of an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
21
The slide uses a combination of qualitative customer testimonials and a quantitative table to build a case for operational failure.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit