slides · global inventory
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Matching slides 18,554
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14,281-14,310 of 18,554
07
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
11
The slide uses a 'before-after' framing of CEO quotes to expose a contradiction in management's ability to control DSO.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
15
The slide uses a side-by-side comparison of disclosure language to suggest a shift in accounting presentation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
16
The slide uses a combination of growth charts and curated industry quotes to frame FWA as a competitive threat to traditional fiber infrastructure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
17
The slide uses a table format to contrast historical management commentary with current performance, effectively using the 'expose_contradiction' pattern.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a combination of narrative critique and a financial table to highlight discrepancies in the acquisition's value and asset composition.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
23
Uses a timeline-style table to demonstrate the degradation of management transparency.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
26
The slide uses a three-column layout to contrast the legal issues of Frontier, their joint activities, and Dycom.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide implies a close relationship or reliance on Frontier's narrative by Dycom, potentially to suggest a conflict of interest or lack of independent validation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses direct quotes from SEC filings to expose past material weaknesses in internal controls.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a 'villain' framing technique to discredit the executive.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses red highlighting to emphasize negative keywords in the quoted text.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a screenshot of a CEO interview and the company's FAQ page to build the argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a before-after comparison to highlight a new footnote disclosure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
The slide uses red highlighting to emphasize negative sentiment and risk factors within the interview transcript.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
Uses a before-after comparison of regulatory filings to build a case for competitive risk.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
The slide uses external citations (CryptoSlate, VanEck, Sensor Tower, Chainalysis) to build a bearish case against traditional remittance players.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
Uses news clippings to validate the thesis that the industry is struggling.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a red box to highlight the 2% growth figure in 2024 and a callout box to emphasize the stalling expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
Uses a timeline-style visual to show the reduction in disclosure detail over time.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses a comparison table to contrast IPO-era disclosures with current reporting practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses the 'fraud-exposure' framework by highlighting a lack of transparency in key performance indicators.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a comparison table structure to juxtapose management quotes against industry data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a table format to contrast company claims with critical feedback.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses color-coded highlighting (green for positive drivers, red for negative/offsetting factors) to emphasize the shift in disclosure quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a combination of historical data visualization and a table of management quotes to highlight a discrepancy.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses a comparison table to highlight the discrepancy between official risk disclosures and anecdotal evidence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to contrast company narrative with financial performance metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
The slide uses direct quotes from SEC filings to contrast the company's claims of remediation with suspicious accounting reclassifications.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Uses a screenshot of a biography and a quote from a press release to establish the contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit