slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,461-2,490
Pages 210
Rows per page 30
Framework
2,461-2,490 of 6,294
48
The slide highlights a discrepancy between FND's increasing lease duration and its relatively stable discount rate compared to peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
58
Includes a price comparison callout between FND and Arbor.com and a table showing product count disparity.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
104
The slide uses yellow highlighting to draw attention to specific accounting terms.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
The slide uses a contrast-based argument to suggest management incentives are misaligned with operational health.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
The slide highlights FND's premium valuation relative to peers, specifically calling out adjusted estimates for operating expenses.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
29
The slide uses a combination of quantitative compensation data and qualitative sentiment analysis to argue that Zebra's cost-cutting on labor is a competitive disadvantage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
107
The table includes a 'Zebra Technologies' row at the bottom for direct comparison against the peer group.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
16
The slide uses red shading to highlight missing or inadequate disclosures by Intuit.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
33
The slide uses a comparison table to highlight feature gaps and an ad screenshot to demonstrate competitive pressure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
40
Uses a red-themed comparison table to frame Mailchimp as a lower-quality asset.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
45
The slide uses a combination of qualitative narrative (Shopify's statement) and quantitative data (revenue growth comparison) to build a case against Mailchimp's competitive position.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a red box to highlight the EV/NTM Revenue column, emphasizing the valuation gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
20
The slide uses red dashed boxes to highlight specific periods of surplus reduction and capital adequacy ratios exceeding 100%.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
25
The slide uses a case study of Farmers Insurance to expose a potential governance or fee structure issue at ERIE.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
30
The table compares P/E ratios for 2024E and 2025E across a peer group of P&C companies with >$14bn market cap.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
14
The slide uses a direct comparison framework to systematically dismantle bull-case arguments.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
74
The slide uses two line charts to contrast performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
The slide uses a comparison framework to argue against the company's 'all prostates' vision.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
The slide uses a red box to highlight a cluster of companies (ESTA, STAA, PRCT, DXCM) and a red horizontal line to denote the peer median of 55 days.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a bar chart to show valuation multiples and a comparison table to expose the gap in scale and performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
The slide uses two tables to categorize PE activity into 'ROAD's Markets' and 'Other Markets'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
43
Includes a CEO quote to frame the company's own narrative on margins, which the slide then challenges with benchmark data.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
51
The slide highlights LSP's lack of competitiveness in recent Texas DOT projects, specifically calling out Texas Materials Group and Knife River Corp.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The table highlights that ROAD's valuation multiples (EV/EBITDA) are significantly higher than the peer group averages.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit