slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 2,341-2,370
Pages 619
Rows per page 30
Component
2,341-2,370 of 18,554
50
Uses direct quotes to expose potential inconsistencies in corporate reporting regarding headcount growth.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
68
Uses a table to contrast actual performance against qualitative claims from Barclays and RCA deal calls.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
19
Uses a 'Read The Fine Print' callout to highlight the discrepancy found in the Management Information Circular.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
53
Uses anecdotal evidence from former employees and a price comparison screenshot to contradict company claims.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test3 hits
75
The slide uses a table to highlight the reversal of growth trends in gift card liabilities, contradicting the narrative of successful customer engagement.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 3 hits
38
Uses a side-by-side comparison to contrast concrete performance data with management rhetoric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
67
Uses Wayback Machine evidence to prove product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
72
Uses a quote-contradiction framework to highlight the gap between management's optimistic tone and the actual financial data.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
29
The slide uses a combination of survey data, personal testimonials (FTC complaints), and contract excerpts to build a case of predatory practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
72
Uses an orange analogy to explain the anatomical mismatch of the technology.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
73
Includes a quote from a Spruce Point interview with a urologist to cast doubt on the target company's market positioning.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
83
The slide uses a combination of qualitative narrative, a direct quote, and a quantitative table to build a case for non-disclosure.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
87
Includes a table comparing peer gross margin expansion to Procept's projected expansion.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
30
Uses a 'before/after' style comparison of a past chart vs current executive/employee commentary to expose a potential contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
41
The slide uses red highlighting to emphasize negative outlooks on industry profitability and green highlighting for a positive assessment of Remitly's quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
11
The slide uses a two-row table structure to categorize interview insights.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
19
The slide uses a combination of quantitative market share data and qualitative expert testimony to build a bearish case against Monster.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal3 hits
27
Uses a 'before-after' comparison of pricing screenshots to highlight the contradiction.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence3 hits
31
The slide uses highlighted text to emphasize critical points regarding contract renewal and partnership tension.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence3 hits
33
Uses a strikethrough on a quote to visually demonstrate the omission of previous language.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence3 hits
42
Uses yellow highlighting to emphasize critical parts of the expert's critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction3 hits
80
Uses a combination of direct quotes from company filings/calls and a causal logic flow to build the bear case.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
101
The slide uses a 'services business' argument to justify a lower revenue multiple (2x-4x) compared to medical device peers.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
01
The slide uses a visual metaphor of a factory floor to frame the core investment thesis: technical success vs. commercial viability.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook3 hits
28
The slide uses a Q&A format to highlight perceived desperation and lack of product validation by Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
57
The slide uses expert testimony to contradict the company's narrative of a monopoly in actinic inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
87
The slide uses audit opinion excerpts to frame inventory valuation as a high-risk area prone to management subjectivity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
117
The slide uses highlighted text to emphasize key technical failures (flickering, erosion, repeatability).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
50
Uses screenshots of e-commerce search results to demonstrate competitive disadvantage (Kidde promotion).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate3 hits
44
Uses a 'CEO/CFO quote vs. data' structure to highlight hypocrisy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After3 hits