slides · global inventory
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Matching slides 78,129
Current window 16,141-16,170
Pages 2,605
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16,141-16,170 of 78,129
67
The slide uses a bar chart comparison to show WSP (in red) trading at a premium to the peer group average (orange line).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
77
Includes a warning about the resignation of the Chief Accounting Officer shortly after a disclosure change.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
64
Uses Google Trends data to argue against analyst optimism.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
Uses two line charts to show mobile and desktop traffic trends, highlighting a temporary peak followed by a decline.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
87
The slide argues that current valuations are inflated by non-repeatable COVID-era trends.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
19
Uses a side-by-side comparison of pie charts to visually demonstrate lack of change over a 4-year period.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
47
The slide uses news headlines and employee growth charts to support the narrative of struggling portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
47
The slide highlights a sharp decline in the number of websites using Mailchimp, specifically among top-traffic sites.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
48
The slide uses BuiltWith data to support the thesis of Mailchimp's decline relative to Klaviyo.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
56
Includes a red trend line on the top chart and a red box highlighting negative growth on the bottom chart.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
63
The slide uses a 'before-after' framing to show the impact of the Mint shutdown announcement on competitor metrics.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
77
Includes a table of unit/revenue analysis and two side-by-side bar charts from different years (2018 vs 2021) to demonstrate data drift.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
27
The slide highlights a correlation between governance changes and ESG rating decline, positioning ERIE in the bottom 9% of its peer group.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
31
The slide uses a combination of headshots for top performers and tabular data to highlight the discrepancy between gross recruits and net retention.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
54
Uses timeline visualizations to show employment history of two specific individuals.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
55
Uses a red box to highlight WFG's performance relative to peers in the left chart.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
56
The slide uses two bar charts to illustrate the prevalence of best practice issues among agents and the specific types of issues found.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
74
The slide uses two line charts to contrast performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
22
The slide uses a table and two charts to contrast the market share and adoption curves of different BPH procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
23
Includes a line chart and a stacked bar chart with red callout arrows highlighting the trend.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
75
Uses a combination of bar charts and expert testimony to build a case for financial manipulation.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
13
The slide highlights the removal of 'Construction Partners' from the 2024 list compared to its #94 position in 2023.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
46
Uses a red-box callout strategy to highlight discrepancies between marketing materials and financial statements.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
54
Uses a 'guilt by association' framework to undermine the credibility of the target company's financial reporting.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 2 hits
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
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 Breakdown2 hits