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28,321-28,350 of 303,780

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Slide 1
The slide uses a provocative visual metaphor (rats and cockroaches on a desk) to imply a negative outlook on the company.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World2 hits
10
The slide uses a red highlight box to draw attention to the specific metric that is no longer being reported.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
23
The slide uses a callout box to contrast expected vs. implied FCF and highlights the impact of stock compensation.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
26
The slide uses a 'villain critique' approach to undermine the company's core value proposition (AI and device tech).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
36
Uses a direct quote from an earnings call to frame a 'new news' event as a material threat.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
41
The slide uses direct quotes from an FDA Form 483 to build a case of regulatory negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
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 Statement2 hits
51
Uses a 'quote-and-critique' structure to expose potential regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
61
The slide uses direct quotes from survey respondents to build a case against the company's business model of expanding monitor usage to PCPs.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
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 Rebuttal2 hits
65
Uses a direct quote from an earnings call to highlight a perceived contradiction in management's market sizing narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
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 Rebuttal2 hits
71
Uses a collection of news clippings to build a case for Apple's medical market entry.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
08
The slide discusses legal injunction tests (irreparable harm, public interest) and regulatory warnings from state gaming commissions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
11
Uses a 'before-after' style comparison across three time periods to expose a lack of progress.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
38
The slide uses red highlighting to emphasize critical negative opinions from the expert.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 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
69
Uses red checkmarks as a visual device to emphasize the overlap.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 2 hits
13
The slide uses a 'red flag' icon to denote the primary thesis point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
15
Uses a three-column timeline structure to frame the company's history as a recurring failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
01
Slide 1
The slide uses a visual metaphor of a betting interface to question the accuracy of the company's financial statements.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
Slide 1
Uses a satirical illustration of a prospector with a metal detector and helicopter to mock the company's claims.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
28
The slide uses red underlining to highlight specific incriminating or contradictory text within corporate filings.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
35
The slide uses a table-like structure to compare 2023, 2024, and 2025 reporting on Brazilian tax issues.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In2 hits
01
Slide 1
The slide uses a 'villain' framing by highlighting management inconsistencies, competitive threats, and operational failures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 2 hits
04
Includes a red-boxed highlight on the Adjusted EBITDA figure in the table.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 2 hits
06
This slide functions as a 'villain critique' or 'fraud exposure' document, systematically dismantling company claims.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy2 hits
09
The slide uses investigative channel checks to debunk a company's growth narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy2 hits
08
Includes red-boxed highlights on specific financial figures.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits