slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 16,171-16,200
Pages 2,605
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Component
16,171-16,200 of 78,129
41
The slide uses red bars to highlight Dycom (DY) and a red horizontal line to indicate the peer average.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
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 2 hits
23
Uses a combination of CEO quote analysis and competitor data to frame the company's strategic pivot as a weakness.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
72
The slide uses a red bar for Remitly to visually distinguish it from the peer group.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
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 risk2 hits
52
The slide uses a line chart for historical data and a bar chart for recent growth to frame the company's narrative.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
59
The slide uses a combination of bar charts and callout metrics to show the correlation between CPT code usage and financial performance.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
29
The slide uses a red horizontal line to denote the median value for each metric.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
30
The slide uses a combination of a bar chart for share count growth and a bar chart for insider trading activity to illustrate the misalignment between company dilution and insider behavior.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
26
The slide uses a dual-chart layout to show the inverse relationship between share count/CEO pay and insider ownership.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
04
The slide uses stock charts to validate the firm's predictive capabilities.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
70
Uses stock charts to highlight the gap between contract announcements and actual revenue generation.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 2 hits
15
The slide uses a 'red flag' narrative to frame the company as a potential fraud case.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
16
The slide uses a combination of narrative red flags and comparative data visualization to argue for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
24
The slide uses comparative benchmarks (Olympus, Toshiba) to frame the scale of the potential loss.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
33
The slide uses a combination of a scientific spectrum diagram and a historical resolution timeline to illustrate the progression of semiconductor manufacturing technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
47
The slide uses two bar charts (USD and JPY) to highlight the lack of consistent capital investment over two decades.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
49
The slide uses a 'villain' framing to characterize Lasertec as secretive and fraudulent compared to the industry standard (ASML).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
52
The slide uses two side-by-side charts from different investment banks to illustrate the contradiction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
42
Uses a comparison of Q1'25 vs Q3'25 SEC filings to show the evolution of risk disclosure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · So What Cascade2 hits
58
Uses a red star annotation to mark the 'REZI Closes Snap Deal' event on both charts.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
59
The slide uses a red star to mark the deal closing date and a red arrow to highlight the downward trend.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
27
Uses red arrows to visually link promotional logos to negative outcomes (stock charts and bankruptcy notice).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
18
Uses a red arrow to visually link the 2022A projection to the 2026 guidance, highlighting the discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter2 hits
26
Uses expert quotes and USDA data to contradict company messaging.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
32
Uses stock charts to visually demonstrate the failure of the venture investments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
51
The slide uses a 'Spruce Point Adjusted' metric to contrast with 'Bunge Reported' figures, highlighting a discrepancy in working capital efficiency.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
34
Includes footnotes referencing external financial reports and prior research.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown2 hits
36
The slide uses two pie charts to visually demonstrate the lack of significant growth in quartz market share, contradicting the company's narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown2 hits