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28,141-28,170 of 303,780

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Uses a red flag icon to highlight the conflict of interest.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence2 hits
01
Slide 1
The slide uses a metaphorical image of a rat and a downward-trending stock chart to convey a negative investment thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
17
Uses a testimonial/interview format to expose brand weakness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
01
Slide 1
The slide uses aggressive, derogatory imagery (cat in litter box, rat, cockroach) to frame the target company as 'filth' or a 'toxic' investment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
20
Uses a red flag icon to signal warning/risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment2 hits
55
Includes a red flag callout box, a common Spruce Point visual trope.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
56
Uses a red flag icon to signal a warning/contradiction. Directly quotes 10-K disclosures to undermine the company's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
75
Uses red underlines and a red arrow to draw attention to specific text in the proxy excerpt.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
100
The slide uses a red flag icon to signal warning/risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
113
Uses screenshots of salary data and LinkedIn profiles to build a case for conflict of interest and excessive pay.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
128
Includes a red flag icon indicating activist stance.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
01
Slide 1
The image depicts a house with solar panels and a fire in the garage, implying product failure or safety issues.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
41
Uses screenshots of Facebook search results to demonstrate competitive encroachment.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
42
The slide uses a 'villain' framing by highlighting Generac's low engagement compared to peers.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
01
Slide 1
The image is a highly stylized, satirical critique of the company, using medical imagery combined with pests to imply systemic issues.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
64
The slide uses a quote to bridge the previous critique of technology systems to the upcoming critique of inventory reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
73
The slide uses a red callout box to emphasize the contradiction and underlines specific text in the audit excerpt to draw attention to the focus on 'profit margins' rather than 'inventory'.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
113
The slide uses a red flag icon to signal a warning about accounting disclosure changes.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
01
Slide 1
The imagery uses the 'canary in the coal mine' metaphor, implying danger or impending collapse.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call2 hits
14
Uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
01
Slide 1
The slide uses provocative imagery (rats, cockroaches, warning label) to frame the company as 'objectionable' or 'infested'.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
40
The slide uses a red flag icon to highlight the negative trend in hiring data.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
01
Slide 1
The slide uses a visual metaphor of a rat and a cockroach in a restaurant setting to imply a 'dirty' or failing business model, with the POS screen displaying a 'Merchant Count Error' and 'Sell Sell' command.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
04
The slide uses a comparative table structure to establish credibility through past performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification2 hits
104
The slide uses a red flag icon to signal a warning about market saturation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
18
Includes a red flag icon and a screenshot of a legal complaint document.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
70
Uses a red flag icon to signal warning/fraud risk.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
16
Uses a combination of a quote, a bio, and a news excerpt to cast doubt on the subject's professional history.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
15
Uses a red-bordered callout box to emphasize the contradiction and the criminal record finding.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The villain (Nuvei Corp)2 hits
107
Uses a red flag icon to signal warning/suspicion.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction2 hits