Matching slides 6,793
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3,691-3,720 of 6,793

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12
The slide uses a list-based critique format to systematically dismantle the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
13
Slide 13 of a Spruce Point Capital Management activist deck.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
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 Contradiction1 hit
17
Uses a combination of regulatory definitions, company disclosures, and legal expert commentary to highlight potential liability.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses a testimonial quote as primary evidence to contradict corporate claims.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses legal excerpts from California, Kansas, and Nevada to support the thesis of regulatory non-compliance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses red text to highlight incriminating quotes and questions.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses a 'villain' framing to highlight a contradiction between executive claims and internal reality.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a table format to present qualitative evidence (quotes) to support the thesis of corporate malfeasance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses red underlining to highlight specific text in the excerpts.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses screenshots of corporate filings to demonstrate that HIMS or its management owned entities that were either undisclosed or had incorrect business descriptions.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses red callout boxes to highlight contradictions in professional profiles and credentials.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a two-column layout to contrast expert analysis with whistleblower claims.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
48
Uses LinkedIn headcount data as a proxy for business health of private partners.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
49
The slide uses a red callout box to highlight the core accusation of non-standard accounting practices.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
52
Uses a screenshot of a Wayback Machine capture to prove the company's previous claims about leadership structure.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
57
Includes a table of implied revenue and growth metrics alongside a table of management statements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Uses a red strikethrough to visually emphasize the change in terminology between reporting periods.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses yellow highlighting to emphasize specific concerns regarding revenue recognition processes and IT dependency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
60
The slide uses a table to contrast conflicting statements over time, specifically pointing out the shift from 'total revenue' to 'direct/measurement revenue' as the denominator.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
61
Uses a visual timeline/comparison structure to highlight a lack of transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
69
Uses Wayback Machine as a source to verify pre-acquisition executive presence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
70
Uses Wayback Machine screenshots to compare historical vs current data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
72
Uses red boxes to highlight specific line items (Gross Profit, Operating Profit) in financial tables to draw attention to the decline.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
73
The slide uses a dense paragraph format to highlight financial discrepancies and accounting adjustments related to an acquisition.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
75
The slide uses red boxes to highlight the Investing and Financing sections of the cash flow statement to show the absence of the expected payment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
76
The slide uses a pro-forma table to demonstrate how a $2.8M expense adjustment reconciles the reported $0.18 EPS to the consensus $0.14 EPS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
79
The chart uses red icons to denote insider selling events.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
80
The slide uses a red callout box to highlight the timing of sales relative to the 'international growth story' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
81
The slide uses a red callout box to emphasize the CEO's unusual Form 4 disclosure and a table to list insider trading programs.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit