slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 601-630
Pages 38
Rows per page 30
Framework
601-630 of 1,114
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Uses a table to present qualitative evidence (quotes) to undermine a company's narrative.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses a direct quote from a Tegus interview to undermine the company's value proposition.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses side-by-side comparison of two Procept investor presentations to expose a shift in narrative that the activist deems unrealistic.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
59
Includes a red-boxed excerpt from official CMS documentation highlighting specific clinical criteria.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses a combination of bar charts and expert testimony to build a case for financial manipulation.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses testimonial evidence to challenge company financial disclosures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses direct quotes from industry participants to undermine the bull case for Procept's operating leverage.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
Uses a direct comparison table format to highlight discrepancies in market penetration, pricing, replacement cycles, and cost efficiencies.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide uses a specific formula for ROCE (Adj. EBIT / Capital Deployed) to highlight the decline.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
25
The slide uses color-coded text (red for ROAD's aggressive language, yellow for peer's conservative language) to visually emphasize the contradiction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
27
The slide uses a red box to draw attention to the specific change in accounting/disclosure regarding reserve life.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
56
The slide uses red boxes to highlight Overland's higher bids compared to Cummins in four specific project examples.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a combination of a stock price/estimate chart and a data table to highlight the disconnect between market sentiment and operational reality.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
17
The slide uses a table format to contrast historical management commentary with current performance, effectively using the 'expose_contradiction' pattern.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
09
Uses a screenshot of a CEO interview and the company's FAQ page to build the argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
Uses a combination of CEO quote analysis and competitor data to frame the company's strategic pivot as a weakness.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a red box to highlight the 2% growth figure in 2024 and a callout box to emphasize the stalling expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a 'before-after' comparison of diagrams to highlight inconsistency in corporate narrative.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a comparison table structure to juxtapose management quotes against industry data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a table format to contrast company claims with critical feedback.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a combination of a screenshot of a traffic analytics table and a screenshot of a comparison website to build a narrative of competitive disadvantage.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a 'villain' framing technique by juxtaposing historical data with conflicting management statements.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a red box to highlight the specific change in risk disclosure priority.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
17
The slide uses a red box to highlight negative QoQ growth in Q3 and Q4 2024, contrasting it with management's price increase strategy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Uses a comparison of quotes from different stakeholders to expose a potential discrepancy in Monster's reported channel exposure.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
26
Uses a 'before-after' style juxtaposition to highlight a change in disclosure behavior.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
31
Uses Wayback Machine screenshots to highlight the discrepancy between content production and audience growth.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
32
The slide uses a combination of a data table and a pull-quote to support the thesis of financial distress.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
35
Uses color-coded highlights (green) to emphasize new competitors in the 2024 list.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
38
The slide uses a 'before' (2022 text excerpt) and 'after' (2023 data table) comparison to highlight a lack of transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit