slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,551-2,580
Pages 3,225
Rows per page 30
Component
2,551-2,580 of 96,741
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
100
The slide uses a combination of tables and callouts to highlight the discrepancy between rising segment margins and contracting corporate margins following expense reclassifications.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
108
The slide uses a red arrow to visually isolate the CEO's tenure and a red box to highlight the WACC threshold.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
116
The slide uses red shading to highlight performance gaps against long-term targets.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
13
The slide highlights a specific period of fee reduction to contrast with the current practice of charging the maximum fee.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter3 hits
31
The slide uses a red-bordered callout box to highlight specific rows in the table (DWP growth and Management Fee) that are being adjusted downward by Spruce Point.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade3 hits
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
26
Red underlines are added by Spruce Point to emphasize key disclosures in the official text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
30
The slide uses a 'villain' framing by contrasting WFG's internal materials with the definition of a 'legitimate MLM program'.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
38
The slide uses a comparative structure to contrast the 'Code of Conduct' and 'Rules and Guidelines' against the underlying manipulative intent.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
47
The slide uses a 'Code of Conduct' list to show specific books agents are forced to buy, linking them to senior leadership enrichment.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
24
The slide uses a combination of a bar chart for averages and a line chart for time-series data to illustrate the trend.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
39
Uses a combination of expert testimony and regulatory documentation to cast doubt on the safety profile of the procedure.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
85
Uses a combination of regulatory disclosure and primary source interview data to build a case of corporate malfeasance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
24
The slide uses data tables to contrast performance metrics and highlight negative trends in volume and pricing.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof3 hits
42
Uses a 'before-after' style juxtaposition of company marketing materials vs. critical expert commentary.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy3 hits
52
Uses a red arrow to visually connect the table data to the financial statement disclosure to highlight the discrepancy.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 3 hits
11
The slide uses a 'before-after' framing of CEO quotes to expose a contradiction in management's ability to control DSO.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
19
Uses a red box and arrow to highlight the omission of Charter from the FY 2023/2024 table.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
20
The slide highlights a change in management behavior regarding guidance revisions, framing it as a negative signal.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
30
Uses red boxes and arrows to highlight specific data points and call out inconsistencies in reporting.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
09
Uses a screenshot of a CEO interview and the company's FAQ page to build the argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
21
Uses news clippings to validate the thesis that the industry is struggling.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
39
Includes annotations highlighting 'Almost no growth' and 'Sharp Decline...'Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
62
Uses red arrows to connect the subject's bio to specific negative allegations/reports.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
70
Highlights discrepancy between market-reported shares and actual RSU overhang.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
22
Uses photographic evidence to support the claim of aggressive private label pricing.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits