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 26,011-26,040
Pages 2,019
Rows per page 30
Component
26,011-26,040 of 60,557
38
The slide uses color-coded highlighting (green for positive drivers, red for negative/offsetting factors) to emphasize the shift in disclosure quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Includes annotations highlighting 'Almost no growth' and 'Sharp Decline...'Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a combination of historical data visualization and a table of management quotes to highlight a discrepancy.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a table to compare 2023 and 2024 financial metrics related to credit facility usage, with red callout boxes highlighting aggressive growth.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses a comparison table to highlight the discrepancy between official risk disclosures and anecdotal evidence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a list of departures to imply internal issues or lack of confidence in the company.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a peer benchmark table to highlight a negative outlier in compensation.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to contrast company narrative with financial performance metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses trophy icons to denote the 'winner' of each metric.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses Similarweb data and screenshots of AI chatbot responses to argue that AI bias favors Wise over Remitly.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Uses a red arrow to visually connect Gail Miller's tenure at Remitly to the Shift4 restatement event.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a 'villain' framing technique by juxtaposing historical data with conflicting management statements.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a Q&A format to frame the expert's testimony as a critique of company transparency and business health.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a specific example of a co-founder's pledged shares to argue against poor governance practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide highlights Remitly's aggressive use of stock-based compensation (12% of revenue, 78.2% of operating cash flow) compared to the peer average (4.1% and 26.1% respectively).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses a table of analyst ratings and a pie chart to visualize the consensus bias.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The table details specific insider trading plans for executives including Pankaj Sharma, Josh Hug, and Matt Oppenheimer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The table compares Remitly against a basket of payment and money transfer companies, highlighting its high EV/FCF multiple compared to peers.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a standard valuation bridge format to derive implied share price from EBITDA multiples.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
Uses a comparison frame to highlight a lack of transparency in Remitly's financial reporting compared to a peer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
05
The slide uses a table format to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses color-coded text (red/yellow) to emphasize negative sentiment and critical operational failures.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses color-coded text (red) to emphasize critical negative findings within the quotes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
11
The slide uses a two-row table structure to categorize interview insights.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a table format to categorize qualitative interview feedback.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a red box to highlight the specific change in risk disclosure priority.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
15
The slide uses red and green arrows to emphasize the change in distribution count between two investor presentations.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit