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Matching slides 110,471
Current window 19,981-20,010
Pages 3,683
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19,981-20,010 of 110,471
20
Uses legal excerpts from California, Kansas, and Nevada to support the thesis of regulatory non-compliance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
38
Uses screenshots of legal documents and LinkedIn-style professional history to cast doubt on leadership.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
51
Uses a chronological comparison of disclosure text to demonstrate inconsistency.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
77
The slide uses a 'before-after' style logic to contrast the company's claims with the reality of the award criteria.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
10
This is a classic activist short-seller thesis slide, using a sidebar-body layout to structure arguments.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes3 hits
13
The slide uses a three-part structure to build a case against the company's integrity and valuation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter3 hits
61
Uses a visual timeline/comparison structure to highlight a lack of transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
39
Uses a 'Spruce Point Adjusted EBITDA' metric to highlight the impact of SBC on profitability.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
68
Uses CDC report excerpts to invalidate PGNY's internal performance claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown3 hits
87
The slide uses a comparison table and bulleted arguments to challenge the company's clinical strategy.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown3 hits
75
Uses a side-by-side comparison frame to highlight the gap between corporate rhetoric and capital allocation.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 3 hits
60
Uses a 'villain' framing by linking MSCI leadership to a network of alumni.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
07
The slide uses a sidebar-body layout common in activist investor presentations to categorize allegations.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication3 hits
11
The slide uses a narrative structure to link a corporate acquisition to potential regulatory non-compliance.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
82
Uses red boxes to highlight specific line items in the reconciliation table and arrows to connect them to critical commentary.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
09
The slide uses a three-part structure to present evidence of management failure and potential financial manipulation.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique3 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
08
The slide uses a list-based argument structure to systematically dismantle the investment thesis for Intuit's recent M&A and core business segments.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
22
Uses news headlines and quotes to build a case against the stability of the BaaS model.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
84
Uses red boxes and arrows to highlight specific claims in the CEO quote that the author disputes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
93
Uses a 'villain' framing by highlighting negative press and government investigations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
28
This slide establishes the operational context for the activist thesis, specifically linking handpiece sales to procedure volume.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
07
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle3 hits
55
The slide uses a three-column layout to present evidence of the CAO's past association with a company involved in accounting controversies.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 3 hits
68
The slide highlights a $196.8M TRA liability and 82.1% voting control by insiders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 3 hits
23
Uses legal excerpts to build a narrative of corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
33
Uses red boxes to highlight specific evidence of AI commoditization in the market.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline3 hits
56
Uses an iceberg diagram to visualize the discrepancy between reported and total complaints.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement3 hits
34
The slide uses a 'villain' framing for sell-side analysts, contrasting their bullish outlooks with the firm's bearish thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
60
The slide uses a timeline-like structure to show the evolution of terminology used by management.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 3 hits