slides · global inventory
Preempt Rebuttal
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 645
Current window 301-330
Pages 22
Rows per page 30
Framework
301-330 of 645
76
The slide uses two tables to categorize institutional backing and recent private funding rounds for SIT-focused startups.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a table to contrast historical capacity ($175M) with current capacity ($1B) and highlights the net borrowing activity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
Includes a quote from a Tegus interview to support the thesis of OEM disruption.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a table to highlight the trend of dividend growth, specifically calling out the most recent 10.4% figure as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
118
Uses a 'villain critique' style to dismantle three specific broker reports (Barclays, JPMorgan, Wells Fargo) by highlighting their flawed investment theses.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a table of analyst ratings and a pie chart to highlight the consensus 'Buy' sentiment, which the author intends to challenge.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses a waterfall-style bridge to visualize management's growth claims, which the activist then refutes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
The slide uses red boxes and arrows to highlight specific rows (Revenue Growth, EBITDA Margin) and call out specific accounting concerns (capitalized software expenses).PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a table of analyst ratings and a pie chart to contrast market sentiment with the author's thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a numbered list with 'X' markers to visually negate each bull case point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
77
The slide uses a red arrow to connect the 45% revenue figure to the 'Pro Ecosystem' box, highlighting the strategic importance of this segment.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
The slide uses a bar chart to contrast FND's peers against a Pool Corp warning callout to argue that FND's growth targets are unrealistic.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
105
The slide uses a table of analyst ratings and a pie chart to visualize the distribution of sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
32
Uses expert testimony (Tegus) to validate the thesis that Intuit's B2C DNA is incompatible with B2B mid-market requirements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
50
The chart illustrates the 'top-ticking' of a market cycle by highlighting the acquisition date against a declining valuation trend.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
21
The slide uses a combination of a data table and narrative callouts to debunk a specific bear case regarding MIST durability.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a red-and-white table format to present qualitative arguments against the adoption of a specific medical technology.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Includes a chart showing stable intervention rates and a quote from a urologist supporting the shift toward less invasive procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Includes a table of historical and projected financials with a highlighted 'Period of massive uncertainty'.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
The slide uses a table to frame customer consolidation as a risk factor for Dycom, countering the company's positive narrative.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
16
Uses red checkmarks as a visual motif to denote items being 'checked' or scrutinized by the activist.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
37
The slide uses a 'preempt_rebuttal' strategy to invalidate the company's reported revenue growth by isolating organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
57
The slide uses a calculation to derive the implied fixed-price revenue in the ODR segment and contrasts it with the company's stated segment definitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
76
The slide uses a combination of qualitative expert testimony and a supporting data table to validate a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit