slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,580
Current window 21,841-21,870
Pages 3,986
Rows per page 30
Component
21,841-21,870 of 119,580
82
The slide uses red boxes and callouts to highlight specific misleading claims on the HIMS website.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
01
The slide uses a metaphorical image of a leaking pipe to represent a 'leak' in the investment thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
10
The slide uses red boxes and callouts to point out specific numerical differences between the SEC filing and the company website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
22
Uses a visual comparison of executive titles to expose a potential lie or misstatement by the CEO.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
23
The slide uses a 'before-after' visual comparison of financial reporting transparency.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
52
Uses a 'before/after' style contrast between a marketing slide and a legal disclosure to highlight a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
57
The slide uses red boxes and arrows to point out specific numerical inconsistencies between the SEC filing and the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
01
The slide uses a highly provocative, metaphorical image of a kitchen infested with pests to frame the target company (a pest control firm) negatively.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction2 hits
17
The slide uses a before/after comparison of search results to illustrate the difference between a generic category search and a brand-specific search.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
20
Uses screenshots of past investor materials to contrast with current lack of leadership.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
28
Includes screenshots of competitor website and bio of their M&A lead.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
30
The slide uses a red box to highlight the 'Pest Management' service offering as a point of interest.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
54
Includes screenshots of social media posts and industry expert quotes to build a case against the D2D business model.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
62
The slide uses a red callout box to highlight the lack of clawback enforcement, contrasting it with the company's stated policy.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits
81
The slide uses SEC filing data and a press release to contrast insider selling with company buybacks.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
01
The slide uses a metaphorical image of a driver looking in the rearview mirror at a clown, implying the company's management or promotion is a joke or dangerous.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
05
Uses a grid of screenshots to visually demonstrate the 'ubiquitous promoter' thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
34
Uses a 'guilt by association' narrative structure to question the integrity of the subject company's accounting leadership.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
38
Uses visual evidence (teardown photos) to support a thesis of regulatory risk.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
39
Uses visual evidence (photos of circuit boards) and FCC/distributor data to link Samsara products to Quectel modules.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
75
Includes a red question mark annotation over the missing names in the 2023 table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The slide uses a satirical illustration of the Grinch to frame the target company (E.L.F. Beauty) as a villainous entity.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
12
Uses red arrows to visually link the subject's biography to the NXIVM-affiliated Executive Success Programs.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
14
Uses screenshots of LinkedIn and news articles to establish a connection between the company and the NXIVM cult.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
15
Uses a combination of legal document excerpts and a witness list to establish a negative association.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
16
Uses screenshots of LinkedIn and Twitter profiles to establish a link between the subject and a controversial organization.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
19
Uses social media screenshots to imply an inappropriately close relationship or 'insider' language.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
21
Uses a side-by-side comparison to imply a negative association.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
22
This is a classic 'guilt by association' slide used in activist short reports.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
26
The slide uses screenshots of social media and articles to point out a specific linguistic pattern used by the company's leadership.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits