slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 25,051-25,080
Pages 2,019
Rows per page 30
Component
25,051-25,080 of 60,557
32
Uses a table to perform a 'gap analysis' between company-reported metrics and external client data.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
33
Uses a waterfall-bridge style calculation to highlight a specific numerical inconsistency in company disclosures.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
34
Uses a 'red flag' icon to signal warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
35
Uses a red flag icon to signal a warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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 · Analogy1 hit
38
The slide uses a red flag icon to signal a warning about earnings quality.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
42
The slide uses a red flag icon to signal a warning/rebuttal.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
43
The slide uses a waterfall-style logic to adjust reported revenue growth for one-time items.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
46
The slide highlights that medical revenue misses were offset by pharmacy gains, but argues future pharmacy growth is limited.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
47
Includes a comparison table of fertility benefit cycles between tech/biotech and mature industry clients, plus a quote from a Tegus expert call.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
48
Uses a red flag icon to highlight the contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
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 Inaction1 hit
52
Uses a red flag icon to denote a critical point of contention.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
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 Inaction1 hit
54
The slide uses a red box to highlight the 'Differentiation' row and a red arrow to point from the competitors to the bottom summary text.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
57
Uses direct quotes from a Tegus interview to undermine the company's value proposition.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
58
The slide uses a red flag callout to emphasize the risk posed by competitors.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
59
Includes a red box highlight on both the chart and the table to emphasize the post-2022 period.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
63
The slide uses a table format to present qualitative evidence (expert testimony) supporting the thesis that Progyny's moat is thin.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
64
Uses expert interview excerpts to build a bearish thesis on PGNY's competitive moat.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
65
Uses a red flag icon to signal risk/warning.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
70
Uses a comparison table to highlight the disparity between PGNY clients and the US general workforce.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
72
Uses red callouts and arrows to highlight specific management quotes and data discrepancies.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
73
The slide uses a red flag icon to signal a warning or contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
74
Includes a red box highlighting the 'Miscarriage Rate' row in the table and a red underline in the Milliman report excerpt.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
76
The slide uses a red flag icon to emphasize the negative findings.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
77
The slide uses a 'red flag' icon to emphasize the negative nature of the findings.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
81
Uses a red-box callout to highlight the specific claim being debunked and a data table to provide the counter-evidence.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
85
Uses a red flag icon to signal a warning/critique.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
87
The slide uses a comparison table and bulleted arguments to challenge the company's clinical strategy.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit