Matching slides 60,568
Current window 25,921-25,950
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all

Component

25,921-25,950 of 60,568

filter-aware
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
57
The slide uses direct quotes from industry participants to undermine the growth thesis of the target company.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a table to demonstrate that procedure growth (excluding Rezum) is lower than the growth of the target demographic (men 65+ and 65-75).PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a comparison table format to list specific patient-related inhibitors to Aquablation adoption.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a red-and-white table format to present qualitative arguments against the adoption of a specific medical technology.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
Uses expert interviews to preemptively rebut market valuation assumptions regarding the company's cancer pipeline.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a red box to highlight the DSO trend and red underlining in the text to emphasize the fraudulent nature of the sales.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses a Bloomberg terminal screenshot to highlight the trend in DSOs from 2007 to 2011.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a specific calculation to derive the 12% overstatement figure based on executive compensation targets.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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 1 hit
84
Uses testimonial evidence to challenge company financial disclosures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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 1 hit
86
The slide uses a table to demonstrate that service revenue as a percentage of total revenue has grown from 5% to 15%, arguing this masks slower underlying system sales growth.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
Includes a table comparing peer gross margin expansion to Procept's projected expansion.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses direct quotes from industry participants to undermine the bull case for Procept's operating leverage.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Includes a quote from a former executive to support the claim of an expensive, high-touch sales model.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
Uses a direct comparison table format to highlight discrepancies in market penetration, pricing, replacement cycles, and cost efficiencies.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a bar chart to show valuation multiples and a comparison table to expose the gap in scale and performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide uses a 'generous' set of assumptions to preemptively counter potential bull-case arguments regarding market penetration.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The slide uses a standard activist short-seller valuation bridge format.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Includes a stock chart with a callout annotation marking the warning date.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
06
The slide uses a red-bordered callout box for the primary thesis and a two-row table for supporting arguments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
10
Uses color-coded highlighting to emphasize specific phrases in management quotes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
The slide uses red highlighting to emphasize the gap between guidance and actual performance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit