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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 41,127
Current window 18,721-18,750
Pages 1,371
Rows per page 30
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18,721-18,750 of 41,127

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05
Standard Spruce Point Capital Management branding.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
08
This is a classic activist investor thesis slide, setting the stage for the subsequent critique.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
14
The slide uses red highlighting to emphasize the gap between guidance and actual performance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
30
Construction Partners, Inc. (ROAD)Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
41
Construction Partners, Inc. (ROAD)Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
04
Standard Spruce Point Capital Management branding.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
08
Spruce Point Capital Management branding (pine tree logo).Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
22
The slide uses a dual-axis chart to show revenue (bars) and EBITDA margin (line) over time, paired with a list of accounting/operational concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
25
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Dycom Industries, Inc. (DY)Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide uses a table to establish credibility by citing historical performance of short-selling campaigns.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Standard Spruce Point Capital Management branding.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Spruce Point Capital Management branding (pine tree logo).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
This is a classic activist investor 'thesis' slide, often used as a section divider or opening statement.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Remitly Global, Inc. (RELY)Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
Spruce Point Capital Management branding (pine tree logo).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
This is a classic 'thesis headline' slide used by Spruce Point Capital Management.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
05
The slide uses a table format to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
06
Standard Spruce Point Capital Management branding.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
13
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a red box to highlight negative QoQ growth in Q3 and Q4 2024, contrasting it with management's price increase strategy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
49
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
67
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
73
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
02
Clear Secure, Inc. (YOU)Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
03
The slide uses a precedent table to establish credibility by showing a past successful activist campaign.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit