Matching slides 6,793
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Framework: Fraud Exposureclear collectionreset all

Framework

4,261-4,290 of 6,793

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The slide uses color-coded cells (red for negative growth, green for positive) to visually emphasize the contradiction.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Uses quotes from CFO and CEO across four quarters to demonstrate a pattern of vague financial reporting.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Includes tables from Wells Fargo, JP Morgan, and Bloomberg to highlight analyst consensus vs. actual financial reporting.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses comparative disclosure analysis to justify reclassification of expenses.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide explicitly calls out an 'unusual and aggressive' adjustment regarding share repurchases.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide highlights a specific accounting discrepancy in 2024 for AP ($4.0M difference).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table format to highlight specific financial disclosures from 2021-2025.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The slide uses a 'Difference' row to highlight the negative cash flow impact of related-party distributions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses a callout box to frame the data as evidence of alarming turnover and regulatory non-compliance.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Red arrows indicate overlapping or sequential program start/end dates to imply aggressive selling behavior.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses screenshots of website policy changes and a renewal discount email as evidence.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
06
Uses a numbered list with red flag icons to denote risk areas.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
07
The slide uses a classic activist short-seller report structure, combining a strong headline with a summary of key pillars (AI substance, management/board integrity).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
08
The slide uses a narrative-heavy approach to expose potential fraud or financial engineering in corporate partnerships.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
09
The slide uses a red border to emphasize the critical nature of the content.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
13
The slide uses a narrative structure to undermine the credibility of the founders by linking past behavior to current concerns at Tempus AI.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
Uses red underlining and a red callout box to emphasize the missing disclosure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Uses a circular diagram to imply a closed-loop financial relationship.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
Uses a combination of narrative text, screenshots of corporate bios, and legal document excerpts to build a case of deception.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
Uses red underlining to draw attention to specific incriminating text segments.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
25
The slide uses a combination of SEC filing screenshots and a stacked bar chart to highlight the discrepancy between the company's branding and its actual revenue composition.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
28
Uses screenshots from the company's website and roadshow video to demonstrate a lack of basic data integrity.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
29
The slide uses visual callouts to highlight specific data errors (patient name mismatch and date discrepancy) within a software interface screenshot.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
30
The slide uses a screenshot of a Glassdoor review with specific text highlighted in blue to emphasize the 'messy and incomplete' data claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
35
Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit