Matching slides 303,780
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28,261-28,290 of 303,780

filter-aware
43
Uses expert network testimony (Tegus) to undermine the investment thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
44
The slide uses red text to highlight key negative sentiments within the quotes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
61
The slide uses a chronological sequence of quotes to highlight management's shifting narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
66
The slide uses a timeline-style list of events to build a case against the company's integrity.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
67
The slide uses a direct quote from a government official to frame the company's ongoing behavior as a persistent risk.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
74
Uses a 'before/after' comparison of Intuit's 10-K risk language to highlight the shift in competitive landscape.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
94
Uses red text and arrows to connect specific FTC letter excerpts to the activist's argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
111
Uses a 'guilt by association' framing to undermine the credibility of a board member.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
10
Uses a simple decomposition diagram to show how a positive GAAP figure masks a larger statutory loss.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter2 hits
23
The slide uses a series of quotes to demonstrate the company's historical practice of adjusting fees based on financial performance and underwriting risk.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
25
The slide uses a case study of Farmers Insurance to expose a potential governance or fee structure issue at ERIE.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
01
Slide 1
The slide uses a pyramid scheme visual metaphor to critique Aegon Ltd.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action2 hits
13
The slide uses a numbered list format to present a series of investigative questions.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
21
The slide uses red text to highlight specific defensive claims made by the recruiter.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
35
The slide uses direct quotes to expose predatory recruiting practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
37
The slide uses red text to highlight specific aggressive or manipulative phrases within the quotes.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
50
Includes a pyramid diagram illustrating the settlement terms.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
62
The slide uses a red underline to highlight Transamerica in the table.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
65
The slide uses red text to emphasize specific aggressive claims made by recruiters.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
66
The slide uses direct testimonials to frame the company's business practices as predatory.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
67
The slide uses anecdotal evidence from FOIA requests to support a negative narrative about the company's business practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
82
The slide uses a callout to specifically identify Eric Olson as a GFI founder and competitor.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
18
The slide uses a list format to compare medical procedures, with a specific callout for TWJA/Aquablation in red text.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
54
Includes a red box highlight on the 52% penetration metric and the actual handpiece units sold row, with an arrow connecting them.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown2 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
27
The slide uses a red box to draw attention to the specific change in accounting/disclosure regarding reserve life.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof2 hits
52
Uses a red arrow to visually connect the table data to the financial statement disclosure to highlight the discrepancy.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
Slide 1
The image uses a metaphorical visual (eagle, construction workers, rats) to imply a negative thesis about the company's operations or connections.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
Slide 1
The slide uses a visual metaphor of a person holding money and questioning the counterparty, reinforcing the 'mistrust' thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits