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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,401-2,430
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

2,401-2,430 of 6,294

filter-aware
46
Uses a comparison of NPS industry benchmarks vs. Trustpilot star ratings to highlight a discrepancy in customer satisfaction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a red box to highlight the 'Estimated Average Annual Savings' column, emphasizing the price disparity.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The slide uses a table for HIMS vs Ro growth metrics and a line chart for HIMS vs GoodRx historical unique visitors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
103
The slide highlights HIMS's high revenue growth and premium valuation compared to peers, suggesting a potential decline in growth due to market factors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
124
The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
01
Slide 1
The slide uses a 'reputation dashboard' metaphor to frame the activist thesis, including visual elements of rats and cockroaches to imply financial rot.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
35
Uses red highlighting to emphasize negative trends in DV's patent data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
63
Uses screenshots of search results from ABC.org to prove the loss of accreditation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
84
The table uses color coding to highlight DoubleVerify's outlier status in the 'Ad Verification' category.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide highlights that DV's valuation multiples (EV/Sales, EV/EBITDA, etc.) are significantly higher than the peer average, suggesting overvaluation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a 'long/short' thesis structure, pairing a long position in IAS with a short position in DV.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
09
The slide uses a 'Perception vs. Reality' framework to systematically dismantle the investment thesis of the Xylem-Evoqua deal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
81
The table highlights that Xylem trades at a premium despite having lower margins and higher leverage than many peers.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
Uses a comparison frame to link a general market theory to a specific target company's recent history.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
Uses a 'Promoter vs. Reality' framework to expose market blind spots.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
39
The slide uses a direct comparison framework to undermine the bull case for Rollins.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
85
Includes a summary row calculating the average of the four transactions.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The table highlights that Rollins trades at a premium multiple compared to the peer group average.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
Spruce Point Capital Management activist deck slide. Uses red bars to highlight the subject company (Rollins) as an outlier compared to peers (blue bars).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
16
The slide uses a table-based comparison to argue that Samsara's hardware is not unique or high-margin.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain' framing (Samsara) vs 'hero' peers (Axon, MiX) to expose a lack of transparency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses a contrast-based argument to highlight Samsara's reliance on SBC compared to profitable peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
26
The table highlights a lack of transparency in Samsara's financial reporting compared to industry peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
52
The slide uses a side-by-side table comparison to expose a competitive weakness in Samsara's enterprise/government segment.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a comparison table to argue that Samsara's core business is at risk of obsolescence due to superior ADAS technology.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a callout box to frame the thesis and red boxes to highlight negative business attributes of the peer groups.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a confrontational tone ('Kool-Aid', 'nonsense') typical of activist short reports.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The table highlights that ELF trades at higher EV/Sales and EV/EBITDA multiples compared to the peer average, justified by higher growth rates.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
40
The slide uses a red color to highlight the U.S. and the non-U.S. average for contrast.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit