Matching slides 2,176
Current window 991-1,020
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Framework: Authority Citationclear collectionreset all

Framework

991-1,020 of 2,176

filter-aware
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The slide uses a comparison table to establish credibility by showing past successful short-selling theses.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a 3-column comparison table to establish credibility through past performance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
84
The slide uses a table format to present qualitative evidence (expert testimony) to undermine the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a table format to present a dialogue between a Tegus client and a former Undertone executive.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
107
The slide uses external social proof to validate the activist's thesis.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
03
The slide uses a precedent table to establish credibility by showing past successful short campaigns.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
31
Uses a callout box to connect the quote to a previous argument about product suitability.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
63
The slide uses a table format to present qualitative evidence (expert testimony) supporting the thesis that Progyny's moat is thin.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
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Uses expert interview excerpts to build a bearish thesis on PGNY's competitive moat.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
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Uses CDC report excerpts to invalidate PGNY's internal performance claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
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Uses academic citations to refute company marketing claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
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The slide uses a table to establish credibility by citing past successful short campaigns.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
The slide uses a testimonial/expert interview format to validate the activist thesis.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a table format to present citations and summaries of research papers.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a combination of third-party study data and qualitative expert testimony to frame Samsara as technologically inferior.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses expert interview quotes to support the thesis of market commoditization and aggressive pricing strategies.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a table to establish credibility by citing past successful short campaigns.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
40
Uses a 'before-after' style logic (or 'thesis-antithesis') to frame the industry shift from 'brain power' to 'data management'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
The slide uses screenshots of news articles as primary evidence to support the thesis of an 'ESG backlash'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
The slide uses a 'precedent' framework to establish credibility by showing past performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
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The slide uses a table format to present a Q&A style interview.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
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Includes a direct quote from a legal filing/precedent regarding anti-competitive conduct.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses color-coded highlighting (yellow) to emphasize key takeaways within the quote.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a 'Tegus' interview to provide qualitative evidence of a business risk.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a screenshot of an external report to validate the firm's reputation.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
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Includes a screenshot of a legal document and a community activist website.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a Q&A format to provide qualitative evidence from industry insiders.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit