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17,641-17,670 of 118,471

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Uses a 'Why' rhetorical device to challenge management credibility.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
74
The slide uses a table to list board memberships and quotes from the company's governance guidelines to expose a contradiction.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
05
The slide uses a 'villain' narrative by linking the company to controversial figures and past legal issues to justify a short position.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter3 hits
11
The slide uses a two-column layout with a dark green sidebar for key issue labels and a light grey main body for detailed arguments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
12
The slide uses a sidebar-body layout common in activist presentations to summarize key arguments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
82
Uses red highlighting to draw attention to specific problematic clauses in the quoted text.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
06
This is a classic activist short thesis slide, focusing on 'broken promises' and 'aggressive accounting'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication3 hits
07
The slide uses red text to highlight critical negative findings.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication3 hits
08
The slide uses red text to highlight key negative impacts on Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication3 hits
11
The slide uses a red border to highlight critical risk areas.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication3 hits
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence3 hits
25
The slide uses news clippings and press release summaries to frame a competitor as a threat.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
47
Includes a bar chart of per-student expenditure and a table of expenditure distribution by functional area.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
71
Uses red underlines and callout boxes to highlight specific legal text and contrast it with the activist's interpretation.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
10
The slide uses a three-part structure to debunk specific growth narratives associated with the company.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique3 hits
20
Uses red boxes and arrows to draw attention to specific biographical details and their correlation with negative corporate events.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
08
The slide uses a narrative-heavy structure to draw parallels between FND and a historical bankruptcy case (Linens 'N Things) to undermine management credibility.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
11
The slide uses a narrative-heavy format to build a case for short-selling based on governance, accounting, and valuation concerns.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
21
Uses a red box to highlight the false claim in the company bio and a red box to highlight the 'Lapsed' status in the verification record.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction3 hits
16
Uses a 'before-after' comparison of press release headlines to imply corporate obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
73
Uses a side-by-side comparison of a press release snippet and a conference quote to suggest obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg3 hits
94
Uses red text and arrows to connect specific FTC letter excerpts to the activist's argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
09
The slide uses red text to highlight specific controversial practices, framing them as evidence of manipulative business operations.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
10
The slide uses red text to highlight key allegations and evidence points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
17
Includes a detailed segment results table and a specific callout on the WFG distribution model.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
06
The slide uses a strong, accusatory tone typical of activist short-seller reports.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
07
The slide uses a narrative structure to frame the market context and then pivot to a critique of a specific competitor's product.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
08
The slide uses a yellow background to highlight critical negative findings.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
09
The slide uses a narrative structure to build a case for 'channel stuffing' and 'low confidence' in the business.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits