slides · global inventory
Image
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,580
Current window 21,931-21,960
Pages 3,986
Rows per page 30
Component
21,931-21,960 of 119,580
01
The slide uses a magnifying glass visual to emphasize the '25% MANAGEMENT FEE' text on an insurance policy document.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup2 hits
21
Uses red boxes to highlight specific data points (2002/2003 stress and 2024 stress) and red arrows to link them to external news clippings.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
53
Uses social media screenshots as primary evidence of executive awareness.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
01
The slide uses a clinical setting to frame the investment thesis as a 'medical' diagnosis of the company's claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 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 2 hits
48
Uses side-by-side comparison of two Procept investor presentations to expose a shift in narrative that the activist deems unrealistic.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown2 hits
67
Uses a combination of company-specific highlights, expert testimonials, and direct quotes to undermine the target company's market position.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer2 hits
01
The image uses a pun on 'asphalt' (as-faulty) and depicts a road construction scene, likely implying the company is about to be 'run over' or is in a dangerous position.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
15
The slide uses red boxes to highlight specific losing bids by Wiregrass Construction Company.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof2 hits
17
Uses red arrows and highlights to draw attention to specific data points and text contradictions.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment2 hits
35
The slide uses screenshots of official government documents to substantiate claims regarding contract awards.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal2 hits
48
Includes a quote from an industry expert and screenshots of MSHA inspection records.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
49
The slide uses screenshots of official legal documents to substantiate the claim of regulatory issues.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
57
Uses screenshots of official bid reports to substantiate the claim of weak positioning.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The image uses a metaphorical visual (eagle, construction workers, rats) to imply a negative thesis about the company's operations or connections.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
09
Uses a screenshot of a CEO interview and the company's FAQ page to build the argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
13
The slide uses screenshots of review platforms (BBB, Pissed Consumer, Capterra, Product Review, CompareRemit) and Facebook comments to build a case of poor customer service.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
28
Uses screenshots of mobile app stores to highlight competitive disadvantage in search advertising.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
The slide uses screenshots of a YouTube video and Wise's comparison website to illustrate competitive pressure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
52
Uses a combination of a screenshot of a traffic analytics table and a screenshot of a comparison website to build a narrative of competitive disadvantage.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
54
Uses Similarweb data and screenshots of AI chatbot responses to argue that AI bias favors Wise over Remitly.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The design mimics an energy drink can, playing on the target company's brand identity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
24
The slide uses a CEO quote to frame the promotional activity as a competitive threat.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
30
Uses Wayback Machine screenshots to highlight lack of growth in Facebook likes/followers.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
37
Uses red boxes and arrows to highlight the absence of specific phrases in the 2023 filing.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
46
Uses AI model outputs as a proxy for public/scientific consensus to critique the product.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
47
Uses screenshots of Google AI Overviews to argue against Monster's market dominance or brand perception.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
65
Uses red boxes and arrows to visually connect the real estate report to the subsidiary list and contrast it with the 10-K property list.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
44
Uses a screenshot of a website FAQ and a redacted email as evidence of a contradiction.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction2 hits
49
Uses a quote from CLEAR's CEO to frame the contradiction regarding the viability of their eGate strategy.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction2 hits