slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,461-2,490
Pages 3,225
Rows per page 30
Component
2,461-2,490 of 96,741
11
The slide uses direct quotes from legal discovery to demonstrate the analyst's willingness to ignore accounting fraud to maintain management relationships.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
53
The slide uses a before-after comparison to highlight the discrepancy between rising revenue targets and deteriorating performance/increased risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
58
The slide uses a red flag icon and red callout boxes to correlate executive stock trading activity with traffic troughs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
63
The slide uses a red flag icon to emphasize the discrepancy. It specifically calls out the shift in reporting methodology from 'new publishers' to 'YoY growth' as a potential obfuscation tactic.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
73
Uses a dual-axis chart (price and volume) with annotated callouts to link insider activity to financial performance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
104
Uses red boxes and arrows to highlight specific line items in financial tables that contradict the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
21
The slide uses a series of excerpts and a screenshot of a FAQ document to build a case against WebMD's business practices.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
23
Uses DOJ and FTC press releases as primary evidence to undermine the subject's credibility.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
27
Uses a three-part table structure to demonstrate the impact of unbilled A/R on revenue performance.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
36
Includes a red flag callout and a speculative 'Hiring going to firing???' annotation on the member lives table.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
37
Uses a combination of a bar chart with overlaying line and percentage callouts to show rising pharmacy revenue per cycle despite declining total revenue per cycle.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
50
The slide uses a red flag icon to signal a warning/bearish thesis.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction3 hits
53
The slide uses a red flag icon to signal a warning/critique of the company's business model.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction3 hits
55
Uses expert testimony and service-offering breakdowns to highlight competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction3 hits
56
Uses red flag iconography to signal competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction3 hits
79
The slide uses a 'villain' framing by contrasting corporate claims with individual employee background data.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown3 hits
19
Uses a timeline-based comparison of three investor presentation slides to highlight metric degradation and the abandonment of previous resilience claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits
30
Uses a red flag icon to signal a warning or contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 3 hits
99
Uses legal discovery documents to undermine the credibility of the company's scientific claims.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
10
The slide uses a two-part structure to categorize the short thesis into transparency issues and financial stress indicators.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter3 hits
11
The slide uses a two-part structure with red arrows to highlight key problem areas.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter3 hits
12
The slide uses a left-hand sidebar for key callouts and a main body for detailed critique.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter3 hits
31
Uses a 'red flag' callout to highlight deficient disclosures and a yellow callout to summarize the erosion findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
40
Includes a table of actuarial assumptions and a line chart comparing actual vs. survey inflation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
55
Uses red boxes to highlight specific data points in tables to draw the reader's eye to the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 3 hits
133
The slide uses a red border to highlight the 2022 fiscal year and a red arrow to emphasize the trend of increasing costs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 3 hits
134
The slide uses a comparison of two tables from different annual reports to show how the company changed its reporting methodology without clear disclosure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 3 hits
47
Uses direct quotes from SEC filings to expose business risks.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 3 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
70
Uses a flow-chart style to imply a Ponzi-like structure.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits