slides · global inventory
Other
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 7,851
Current window 2,461-2,490
Pages 262
Rows per page 30
Component
2,461-2,490 of 7,851
30
Uses a red flag icon to signal a warning or contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a red flag icon to signal a warning or controversy. It compiles multiple testimonials and news snippets to build a case against the company's marketing judgment.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a red flag icon to signal a warning/contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
15
The slide uses a table format to present evidence of failed M&A integration and operational issues.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
23
Uses red flag and arrow iconography to emphasize the negative trend and the cessation of PR announcements.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
10
The slide uses a vertical red arrow on the left to imply a downward trajectory or 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
52
The slide uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses direct quotes from a Tegus interview to validate the thesis of client churn.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
82
Uses a red flag icon and red underlining to highlight the contradiction between the zero-valuation and the potential $10M+ payout.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
Uses direct quotes from press releases and conference calls to demonstrate inconsistent reporting.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
The slide uses a hub-and-spoke style diagram to show the flow of data, payments, and software between three entities.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
01
The image features a red flag (warning) and plastic waste on a beach, with rats, symbolizing a 'dirty' or problematic company.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a 'Featured' podcast episode as a proxy for negative industry sentiment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
55
Uses external news citations to undermine the company's market position.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
Uses red flag iconography to denote risk factors.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses red boxes to highlight specific cells in the table that the author disputes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide argues that capitalized software costs are real cash costs that should not be ignored in EBITDA adjustments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
Uses a red flag icon to point to the 1997 founding date and a red callout box to critique the company's narrative.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
Uses a combination of transcript excerpts and a visual chart to expose the company's shifting narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
01
The slide uses a 'cockroach' visual metaphor to imply infestation or rot within the company's financials.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
40
The table uses a matrix format to show the impact of two variables on EBITDA.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
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 1 hit
01
The image uses a dramatic metaphor of a burning HVAC unit on a roof during a storm to illustrate the 'overheated' growth story.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
27
The slide uses excerpts from legal filings to substantiate claims of corporate wrongdoing and executive liability.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
41
Uses red-line emphasis to highlight management's claims of 'recurring revenue' against the author's thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
54
Uses a red 'X' over the Limbach growth outlook to signify it is no longer referenced.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
36
Uses a direct quote from an earnings call to frame a 'new news' event as a material threat.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
59
Uses a red 'not equal' symbol to visually represent the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
14
Uses red underlining to highlight key evidence of the contradiction.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit