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 25,921-25,950
Pages 2,019
Rows per page 30
Component
25,921-25,950 of 60,557
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
17
Uses red arrows and highlights to draw attention to specific data points and text contradictions.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
18
Uses a specific precedent (Granite Construction) to frame the high DSO as a red flag for potential accounting fraud.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
19
The slide uses a before-and-after comparison to show how the company's financial reporting metrics have shifted over time.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
20
The slide uses a table to demonstrate the discrepancy between two different FCF calculation methodologies over an 8-year period.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
23
The slide uses a specific formula for ROCE (Adj. EBIT / Capital Deployed) to highlight the decline.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
25
The slide uses color-coded text (red for ROAD's aggressive language, yellow for peer's conservative language) to visually emphasize the contradiction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
26
The slide uses a table to contrast total backlog growth against deteriorating quality metrics.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit