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Matching slides 60,557
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25,891-25,920 of 60,557
14
Uses red boxes to highlight specific financial distress indicators (underwriting losses, surplus decline, capital adequacy).Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
15
Red dashed box highlights the period where management fee was below 25% and premiums-to-surplus ratio was high.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
16
The slide provides a comprehensive historical financial overview to support the claim of steady-state growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
19
The slide uses a 'Déjà Vu' framing to draw a parallel between current performance and a past historical period of financial stress.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
20
The slide uses red dashed boxes to highlight specific periods of surplus reduction and capital adequacy ratios exceeding 100%.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
21
Uses red boxes to highlight specific data points (2002/2003 stress and 2024 stress) and red arrows to link them to external news clippings.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
26
The slide uses a table from a 2020 proxy statement to highlight the committee's existence and subsequent removal, supported by a footnote indicating it had not met for years.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
29
The slide uses a table to compare financial metrics and highlights Erie Insurance's performance with specific callout boxes.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
30
The table compares P/E ratios for 2024E and 2025E across a peer group of P&C companies with >$14bn market cap.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
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 Cascade1 hit
35
The slide uses a valuation bridge approach to justify a 35-55% downside by applying peer-comparable P/E multiples to 2025E EPS.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
03
PROCEPT BioRobotics Corporation (PRCT)PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparative table format to establish credibility by showcasing past successful short campaigns.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
The slide uses a comparison framework to argue against the company's 'all prostates' vision.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
20
The slide uses a table format to present qualitative evidence from expert interviews to support the thesis that MISTs are driven by physician incentives rather than just clinical superiority.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
21
The slide uses a combination of a data table and narrative callouts to debunk a specific bear case regarding MIST durability.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses a table and two charts to contrast the market share and adoption curves of different BPH procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses direct quotes from interviews to undermine the company's value proposition.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Uses a combination of regulatory guidelines and expert testimony to undermine the product's long-term value proposition.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a red box to highlight the spike in malfunctions post-Q3 2023.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
Uses a before-after comparison to frame the company's previous disclosures as insufficient.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a table to present qualitative evidence (quotes) to undermine a company's narrative.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
Uses a table format to present qualitative evidence from interviews to contradict company claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
The slide uses a table format to present qualitative evidence (interviews) to support a bearish thesis.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses expert interviews to contradict company TAM claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
51
The slide uses a red box to highlight the discrepancy between the company's claim and the academic average.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
52
The slide uses a combination of AHRQ NIS data and Dowling (CMS) data to triangulate procedure volumes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
53
Includes a testimonial/interview excerpt to support the claim of misapplied diagnosis codes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
54
Includes a red box highlight on the 52% penetration metric and the actual handpiece units sold row, with an arrow connecting them.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
55
Uses a table format to present primary source interview quotes as evidence against market growth assumptions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit