slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 14,341-14,370
Pages 619
Rows per page 30
Component
14,341-14,370 of 18,554
26
The slide highlights a strategic threat to CLEAR's business model by showing direct airline-TSA partnerships.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
28
The slide uses highlighted text within the quote to emphasize key points of friction between CLEAR and the TSA.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
29
The slide uses a table format to present a Q&A interview transcript, with key segments highlighted in yellow.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
35
The slide uses color-coded highlighting within the quote to emphasize key points about the breakdown of the airline-CLEAR partnership.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
39
The slide uses a green highlight to draw attention to the specific text regarding the TSA's intent to require CAT machine processing.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
40
Includes a table of states accepting digital IDs and screenshots of TSA instructional videos.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
41
The slide uses a testimonial to undermine the company's business model by highlighting competitive threats from Apple, PayPal, and MasterCard.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
43
Includes a red diagonal strike-through line across the top text block, likely indicating a focus on the contradiction between the two entities.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
45
The slide uses a combination of a photo of the competitor's hardware and a narrative argument about market displacement.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
47
Uses a call-and-response format to highlight the gap between internal perception and corporate risk language.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
48
Uses a red arrow to visually connect the company's claim to the contradictory data point in the table.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
49
Uses a quote from CLEAR's CEO to frame the contradiction regarding the viability of their eGate strategy.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
52
The slide uses a direct interview quote to highlight a regulatory/procurement hurdle for the company's product.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a three-column layout to present evidence of the CAO's past association with a company involved in accounting controversies.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses red arrows to visually map the overlapping employment history between the two individuals.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Includes tables from Wells Fargo, JP Morgan, and Bloomberg to highlight analyst consensus vs. actual financial reporting.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses comparative disclosure analysis to justify reclassification of expenses.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Includes a testimonial from a former employee and a chart showing the divergence between Gross Dollar Retention and Net Member Retention.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide highlights a $196.8M TRA liability and 82.1% voting control by insiders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table format to highlight specific financial disclosures from 2021-2025.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses photographic evidence of the office space to contrast with the financial critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
83
Uses Bloomberg consensus data to highlight a disconnect between macro airline industry struggles and company-specific financial forecasts.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
03
The slide uses a comparison table to frame the current target (TEM) by associating it with past successful short targets.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
06
Uses a numbered list with red flag icons to denote risk areas.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
08
The slide uses a narrative-heavy approach to expose potential fraud or financial engineering in corporate partnerships.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
13
The slide uses a narrative structure to undermine the credibility of the founders by linking past behavior to current concerns at Tempus AI.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide uses a 'villain critique' narrative style to link specific individuals to repeated patterns of financial misconduct.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
Uses a combination of narrative text, screenshots of corporate bios, and legal document excerpts to build a case of deception.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
22
The slide uses a 'guilt by association' narrative, focusing on the timing of Barris's departure relative to the disclosure of financial irregularities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit