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The slide uses a screenshot of an Amazon search result page to illustrate the availability of SNAP-eligible energy drinks.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits
46
Uses AI model outputs as a proxy for public/scientific consensus to critique the product.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits
61
The slide uses a line chart to contrast the DSO trends of Monster and Coke, with annotations pointing to specific growth milestones and distribution changes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits
33
Uses a strikethrough on a quote to visually demonstrate the omission of previous language.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence3 hits
28
Uses screenshots from the company's website and roadshow video to demonstrate a lack of basic data integrity.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster3 hits
29
The slide uses visual callouts to highlight specific data errors (patient name mismatch and date discrepancy) within a software interface screenshot.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster3 hits
40
The slide uses a 'villain' framing by questioning the CAO's role and the redaction of the GSK signatory.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg3 hits
24
The slide uses a combination of narrative text, a stock price chart, and a list of board members to build a case against the subject's professional history.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
26
The slide uses excerpts from a legal complaint to build a case against the CFO's past conduct.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
33
The slide uses a critical tone, questioning management's acquisition strategy and quality of earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
54
Uses a red 'X' over the Limbach growth outlook to signify it is no longer referenced.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal3 hits
60
The slide uses a table to bridge reported EBITDA to a more conservative adjusted figure, highlighting specific line items like finance leases and transaction costs.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal3 hits
63
The slide uses a red-background callout style to emphasize the discrepancy between reported and adjusted figures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal3 hits
72
Uses a 'quote vs. reality' structure to expose management's potential bias or lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline3 hits
11
The slide uses a yellow callout box to emphasize the core thesis. It highlights a disconnect between company claims and actual physician sentiment.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal3 hits
58
Uses a quote from the CEO to highlight the discrepancy between the company's 27M+ TAM claim and the 6.5M current market reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal3 hits
63
Uses a combination of expert testimony and industry guidelines to undermine the company's growth narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal3 hits
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal3 hits
80
Uses a combination of direct quotes from company filings/calls and a causal logic flow to build the bear case.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
18
The slide uses a visual mapping technique to connect specific individuals listed in a table to an SEC litigation case.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
21
Uses visual evidence (screenshots) to undermine corporate narrative.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
37
The slide uses a 'Spruce Point Adjusted' column to reconcile Street estimates with their own adjustments.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
06
The slide uses a red-bordered box for the main thesis and two numbered callouts for specific supporting arguments.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
07
The slide uses a two-part structure with numbered callouts (3 and 4) to highlight specific areas of concern.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
15
The slide uses a combination of primary source documents (FOIA response), company disclosures (20-F), and a summary table to highlight the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
77
The slide uses red boxes to highlight the specific line item 'administration and corporate costs' across four quarterly reports to demonstrate the math error.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 3 hits
79
Uses FOIA response to challenge company disclosure regarding asset ownership and location.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 3 hits
80
The slide uses a table to compare property counts across segments (P&S vs ADI) over four years, with callouts explaining the discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate3 hits
86
The slide uses red arrows and callouts to highlight the decline in ownership percentage and the introduction of deferred share units as negative indicators.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution3 hits