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Executive Summary
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Framework
91-120 of 236
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The slide uses a classic 'thesis-antithesis' structure where the top sections establish the company's strength and the bottom callout introduces the market underperformance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
07
The slide uses a red border to emphasize the 'Strong Sell' thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
05
Standard Spruce Point Capital Management branding.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
This is a classic activist short thesis summary slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a sidebar with callouts to summarize key arguments, which are then expanded in the main body text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
06
The slide uses a two-row table structure to summarize key pillars of the activist thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a structured table format to map specific allegations to supporting evidence in other parts of the deck.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
17
The slide uses a three-pillar argument structure to justify the demand for a lower deal price.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
07
This is a classic activist short thesis summary slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
06
The slide uses a classic activist short-thesis structure, framing the company as a 'melting ice cube'.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
Uses a vertical red arrow to indicate a causal or sequential flow of arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
This is the opening slide of an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
Standard Spruce Point Capital Management branding.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a traffic-light color coding system (yellow, red, grey) to organize the thesis components.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
05
Standard Spruce Point Capital Management branding.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
05
Standard Spruce Point Capital Management branding.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
05
Standard Spruce Point Capital Management branding.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a yellow background to highlight critical negative findings.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Standard Spruce Point Capital Management branding.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
04
Standard Spruce Point Capital Management branding.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
Standard Spruce Point Capital Management branding.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
Standard Spruce Point Capital Management branding.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
05
Standard Spruce Point Capital Management branding.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
07
This is a classic activist short thesis slide, combining forensic accounting allegations with operational critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
The slide uses a 'red flag' icon to denote the primary thesis point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
01
The slide serves as the executive summary for a short-seller report by Wolfpack Research.Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller 1 hit
43
The slide uses a list of colored callout boxes to present key investment arguments.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
05
The slide uses strong, aggressive language ('Ponzi-like', 'house of cards', 'hoax') typical of activist short-seller reports.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
15
The slide uses strong, emotive language ('emperor has no clothes', 'scares the living heck out of anyone') to frame the company as a low-quality vendor.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
16
The slide uses qualitative evidence from customer and competitor interviews to support the thesis of commoditization.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit