slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 28,201-28,230
Pages 10,126
Rows per page 30
Component
28,201-28,230 of 303,780
04
The slide uses a collage of marketing materials to frame the company as a 'marketing machine' rather than a healthcare company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
14
The slide uses a red background for the 'Why Spruce Point Believes the HIMS Model Is Broken' section to emphasize the negative outlook.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique2 hits
15
Uses a news clipping and FDA regulatory data to build a bearish thesis.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Uses a side-by-side comparison to highlight a contradiction in corporate filings.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Includes a screenshot of the header of California Senate Bill 642.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
48
Uses a contrast-pairs framework to juxtapose customer assumptions against legal reality.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
67
Includes a screenshot of a NYT headline and a table of FDA device classification data.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
81
Uses red underlining on source text to emphasize regulatory non-compliance risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
89
The slide uses a 'villain' framing by highlighting predatory subscription practices.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
94
Includes a table of financial metrics from Q1 2020 to Q1 2023 and a quote from the CEO.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
95
The slide uses a grid of six screenshots of previous charts, each marked with a large red 'X' to signify the cessation of reporting.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
01
The slide uses a metaphorical image of a leaking pipe to represent a 'leak' in the investment thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
22
Uses a visual comparison of executive titles to expose a potential lie or misstatement by the CEO.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
74
The slide uses two side-by-side tables representing different years (implied by the source 8-K 2021, 2020).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
75
The slide uses a red callout box to highlight the activist's critique and a yellow highlight in the quote to emphasize the specific accounting exclusions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
76
Uses a rhetorical question as a title to frame the CEO's actions as hypocritical or suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
18
Uses screenshots of Facebook ads as evidence of competitive discounting behavior.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
32
The slide uses a quote from a 10-K to point out a discrepancy or strategic shift in how the company frames its competitive landscape.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
47
The slide uses a quote-heavy format to validate the activist's thesis regarding private equity competition.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
78
Uses a quote from a company executive to expose a potential inconsistency in business performance metrics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
01
The slide uses a metaphorical image of a driver looking in the rearview mirror at a clown, implying the company's management or promotion is a joke or dangerous.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
09
This is a classic activist short-seller thesis slide focusing on business model quality and accounting aggressive-ness.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
14
The slide uses a 'Really?' transition to contrast the company's marketing claim with the activist's critique.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
22
The slide uses a 'villain' framing (Samsara) vs 'hero' peers (Axon, MiX) to expose a lack of transparency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
38
Uses visual evidence (teardown photos) to support a thesis of regulatory risk.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
83
Uses red callout boxes to highlight contradictions in the company's stated strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
01
The slide uses a satirical illustration of the Grinch to frame the target company (E.L.F. Beauty) as a villainous entity.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
35
The slide uses a table to highlight the poor financial performance of the Mortgages segment compared to other segments.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
45
The slide uses yellow highlighting to draw attention to specific parts of the CEO's quote regarding regulatory compliance and consumer choice.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
73
The slide uses yellow highlighting to draw attention to specific claims, likely to facilitate later critique or contradiction.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits