slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,731-2,760
Pages 3,680
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2,731-2,760 of 110,387
82
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing a company document (left) with executive quotes (right).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
07
The slide uses a correlation argument between marketing agency engagement and stock performance.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
09
The slide uses a table to contrast demographic data across three organizational levels: Board, Senior Leadership, and All Employees.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
21
Uses a side-by-side comparison to imply a negative association.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
22
This is a classic 'guilt by association' slide used in activist short reports.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
39
Uses red arrows to visually link expert commentary about commoditization to the specific legacy acquisitions in the table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
57
Uses a quote from a Zillow Flex agent to undermine the company's growth narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
95
The slide uses a table to break down voting power by share class for specific founders.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
15
Uses peer benchmarking to cast doubt on WSP's financial performance.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
36
The slide uses a table to demonstrate a pattern of financial misforecasting by the target company.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
55
The slide uses a red line to visually connect the reported 1.5x ratio to the adjusted 2.3x ratio.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
86
The slide highlights the removal of specific line items like 'Amortization of capitalized product development costs' in the 2023 statement compared to the 2021 statement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
94
Includes a screenshot of a company slide showing a deleveraging chart, contrasted with a custom Spruce Point adjustment table.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
113
Includes a detailed valuation bridge table and a list of bearish catalysts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
107
The slide uses a table to demonstrate a potential accounting or operational red flag regarding inventory buildup.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
The slide uses a table to demonstrate financial inefficiency in M&A activity.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
54
The slide uses a quote to undermine the growth narrative of the target company.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
81
The slide uses a table to compare total consumer segment growth against growth excluding Live revenue, highlighting a deceleration in the latter.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
66
The slide uses red text to highlight key critical arguments within the quote.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer2 hits
56
The slide uses red text for negative values and highlights specific cells in yellow to draw attention to discrepancies.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
66
The slide uses a combination of a dual-axis combo chart (indexed data) and a detailed data table to bridge the gap between public disclosures and estimated actuals.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
35
Spruce Point Capital Management research note; highlights the discrepancy between reported growth and organic segment performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
52
Uses a 'before-after' style comparison between a historical projection and current reality to imply lack of commercial viability.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 2 hits
20
The slide uses a combination of narrative analysis and a supporting table to cast doubt on the validity of the company's financial disclosures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data2 hits
23
Includes a copy of a contractor price list as evidence of the price discrepancy.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data2 hits
30
Includes currency note: CSTE figures are in USD, Cosentino figures are in EUR.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 2 hits
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
23
The slide uses a bar chart to show historical price growth and a table to highlight the specific financial assumptions (e.g., 2% annual price escalation) that the author argues are economically illogical.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction2 hits
09
Includes a direct excerpt from ISA regulations regarding termination of sponsorship.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
11
The slide uses a screenshot of a Kitco News interview and technical diagrams to establish a link between the current company and a failed predecessor.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster2 hits