slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 26,191-26,220
Pages 2,019
Rows per page 30
Component
26,191-26,220 of 60,568
14
The slide uses a table format to contrast specific company claims/results with Spruce Point's critical analysis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
17
Uses a 'not equal' symbol to visually represent the contradiction between management's pitch and reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
24
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose a contradiction in management's public statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Uses a table structure to systematically debunk four specific marketing claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
30
Includes survey data (n=100) and a testimonial from a Philips Healthcare director.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
32
Uses direct quotes from CEO and CFO to frame the product as commoditized and delayed.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses Glassdoor testimonials to undermine management's narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
46
Uses red text to emphasize critical phrases in employee quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
47
The slide uses a table format to present qualitative evidence (employee testimonials) to support the thesis of operational failure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
48
Uses excerpts from an FDA Form 483 and a legal complaint to undermine the company's technical credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
50
Uses a 'before-after' or 'contradiction' structure to undermine corporate claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
52
The slide highlights a potential reputational and operational risk for iRhythm by contrasting their offshoring practices with customer preferences.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
60
The slide uses official medical guidelines to undermine the thesis of companies relying on asymptomatic screening.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
62
The slide uses a survey of 100 cardiologists to undermine the value proposition of the company's automated reporting service.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
64
Uses a table-like structure to present arguments against the company's value proposition.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
66
The slide uses red boxes and underlines to highlight specific data points and text that contradict the iRhythm thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
68
The slide uses a red callout box to explicitly link Apple's recent FDA approvals to iRhythm's historical business model.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
69
Uses direct quotes from CEO and CMO to expose the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
75
Includes a valuation bridge/comparison table and a specific callout regarding Q2 2025 earnings.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
The slide uses a red-and-white table format to highlight negative catalysts for the company.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
Uses a calculation bridge to isolate core revenue growth by stripping out PCP contributions.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
The slide uses red highlighting in the table to draw attention to unfavorable trends in 2023 and 2024.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
82
Uses a table to contrast historical management claims with subsequent outcomes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
83
The slide highlights that despite 10x revenue growth, iRhythm's margins have barely improved, contrasting this with BioTelemetry's superior profitability at similar scales.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
85
Uses red 'X' and flag icons to signify negative disclosure trends.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
87
Uses a red-and-white table structure to highlight specific instances of alleged corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
88
Uses a combination of CEO quote and legal document excerpt to highlight a contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
89
Uses a 'Pitch vs Reality' framework to undermine management credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
91
The slide uses a red-background table to visually emphasize the 'troubling' nature of the associations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
93
Uses a comparison table to show the reduction in frequency of negative keywords (criminal, fraud, etc.) between two versions of a corporate document.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit