Matching slides 78,129
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16,111-16,140 of 78,129

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46
Uses a comparison of NPS industry benchmarks vs. Trustpilot star ratings to highlight a discrepancy in customer satisfaction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
22
The slide uses red arrows to link the audit partner's filings to specific stock price charts showing sharp declines.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
36
Uses stock charts to visually demonstrate value destruction during the CEO's tenure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
61
Uses a red arrow to visually connect the Q1 2022 data point to the text disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
62
Uses red callout boxes to highlight mathematical discrepancies in company disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
80
The slide uses red arrows to highlight the removal of source attribution and the shift in reporting categories.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
23
Uses a combination of quote-based contradiction and a quantitative bridge table to prove the thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
60
Uses two waterfall charts to decompose margin changes for Q1 and Q2 2023, annotated with red boxes to highlight negative performance indicators.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
71
The slide uses two charts as evidence for the 'Comparison of different reporting periods' and 'Advantageous treatment of patients using donor eggs' points.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
11
The slide uses a red flag icon to draw attention to the activist thesis regarding accounting irregularities.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
70
Uses Bloomberg terminal chart style to highlight valuation divergence.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
20
The slide uses a comparative structure to show a pattern of behavior.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
32
Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
31
Uses a red flag icon and red boxes to highlight inconsistencies.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 2 hits
87
Uses LinkedIn data and company career site to contradict hypergrowth narrative.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 2 hits
16
The slide uses Similarweb data to highlight a discrepancy in marketing investment strategy between the two brands.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
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 Bet2 hits
24
Uses a waterfall-style trend line to imply 'progress' while labeling it a mirage.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
44
Uses a red box annotation to highlight a specific chart and a red arrow to highlight the flat trend in the line chart.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
10
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
01
Slide 1
The slide uses visual metaphors of rats and cockroaches to imply corruption or 'shady' business practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
61
Uses Wayback Machine screenshots to prove content was scrubbed.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
120
The slide uses two bar charts to contrast valuation multiples with growth rates, with MSCI highlighted in red.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap2 hits
15
Uses peer benchmarking to cast doubt on WSP's financial performance.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
32
Uses arrows to link specific text in a quoted paragraph to critical callout boxes.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
25
The slide uses a visual comparison to highlight a change in guidance methodology.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
31
The slide uses two charts to show the growth of debt and cumulative capital raised over time.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
49
Uses a before-after comparison of growth projections to highlight a discrepancy in company guidance.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
69
The slide uses a 'before-after' style comparison of historical company statements against the activist's critique.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits