slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 4,201-4,230
Pages 227
Rows per page 30
Framework
4,201-4,230 of 6,793
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The slide uses a red box to highlight negative organic headcount growth figures, emphasizing the core activist thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
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The slide uses a three-column layout to contrast the legal issues of Frontier, their joint activities, and Dycom.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Uses screenshots of policy documents and a LinkedIn post to build a case for non-disclosure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses red boxes and arrows to highlight specific data points and call out inconsistencies in reporting.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a table to compare ratios across time and customers, specifically calling out 'Ceased Disclosure' for Frontier.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a table of earnings surprises and a line chart of revenue growth to suggest financial manipulation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses direct quotes from SEC filings to expose past material weaknesses in internal controls.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses red highlighting to emphasize negative keywords in the quoted text.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the specific line item 'Audit-Related Fees' and its corresponding definition in the footnotes.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Uses visual evidence to contradict the authenticity of company marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
Uses red boxes and arrows to highlight inconsistencies in marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
The slide uses screenshots of review platforms (BBB, Pissed Consumer, Capterra, Product Review, CompareRemit) and Facebook comments to build a case of poor customer service.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a before-after comparison of regulatory filings to build a case for competitive risk.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses external citations (CryptoSlate, VanEck, Sensor Tower, Chainalysis) to build a bearish case against traditional remittance players.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a 'From specific, to vague' callout to highlight the shift in language.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a timeline-style visual to show the reduction in disclosure detail over time.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses screenshots of mobile app stores to highlight competitive disadvantage in search advertising.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses a comparison table to contrast IPO-era disclosures with current reporting practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses the 'fraud-exposure' framework by highlighting a lack of transparency in key performance indicators.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a list of departures to imply internal issues or lack of confidence in the company.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a table to contrast company narrative with financial performance metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses Similarweb data and screenshots of AI chatbot responses to argue that AI bias favors Wise over Remitly.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses direct quotes from SEC filings to contrast the company's claims of remediation with suspicious accounting reclassifications.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Uses a screenshot of a biography and a quote from a press release to establish the contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses red arrows to connect the subject's bio to specific negative allegations/reports.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses a table of analyst ratings and a pie chart to visualize the consensus bias.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The table details specific insider trading plans for executives including Pankaj Sharma, Josh Hug, and Matt Oppenheimer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Highlights discrepancy between market-reported shares and actual RSU overhang.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
The slide highlights a discrepancy between the company's purchase commitment data and analyst revenue forecasts.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
36
The slide uses a table to calculate implied revenue from CCEP and compares it against reported volume growth to highlight a discrepancy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit