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Matching slides 60,557
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25,261-25,290 of 60,557
03
The slide uses a comparison table to establish credibility by showing past successful short-selling theses.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a 3-column comparison table to establish credibility through past performance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
15
Uses a news clipping and FDA regulatory data to build a bearish thesis.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses a side-by-side comparison to highlight a contradiction in corporate filings.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a table format to present qualitative evidence (quotes) to support the thesis of corporate malfeasance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The table shows a transition from Bailey Health to You Health and Human Health entities, with specific individuals (Williams, Powell, Purdy) consistently listed as owners.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The table shows a high volume of entities with varying ownership structures, contradicting the narrative of centralized management by only two physicians.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
Uses a 'bingo card' joke to undermine the CEO's credibility.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
This slide uses a table to present specific criticisms of the company's operational model.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The slide uses testimonials to undermine the company's 'clinical excellence' claim.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses red text for emphasis within quotes to highlight key allegations of misaligned incentives.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The slide uses a table to contrast conflicting statements over time, specifically pointing out the shift from 'total revenue' to 'direct/measurement revenue' as the denominator.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
62
Uses a red arrow to visually highlight the removal of 'Audit Bureau of Circulations' from the 2022 disclosure compared to 2021.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
65
Uses a timeline-style table to contrast corporate messaging with expert testimony.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
67
Uses a before-after comparison of CEO statements to expose a contradiction in business scale.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
69
Uses Wayback Machine as a source to verify pre-acquisition executive presence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
74
Uses direct quotes from SEC filings to expose accounting inconsistencies.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
75
The slide uses red boxes to highlight the Investing and Financing sections of the cash flow statement to show the absence of the expected payment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
76
The slide uses a pro-forma table to demonstrate how a $2.8M expense adjustment reconciles the reported $0.18 EPS to the consensus $0.14 EPS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
78
Uses a chronological juxtaposition to imply a conflict of interest or poor governance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
80
The slide uses a red callout box to highlight the timing of sales relative to the 'international growth story' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
81
The slide uses a red callout box to emphasize the CEO's unusual Form 4 disclosure and a table to list insider trading programs.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a red highlight for the single 'Neutral' rating to contrast with the 'Buy'/'Outperform'/'Overweight' consensus.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The table uses color coding to highlight DoubleVerify's outlier status in the 'Ad Verification' category.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide highlights that DV's valuation multiples (EV/Sales, EV/EBITDA, etc.) are significantly higher than the peer average, suggesting overvaluation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a red flag icon to emphasize the bearish thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a Q&A format to present qualitative evidence from an industry expert.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a Q&A format to provide qualitative evidence for the activist thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The slide uses a Q&A table format to present qualitative evidence from an expert interview.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
92
The slide uses a Q&A table format to present qualitative evidence from an expert interview.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit