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 2,521-2,550
Pages 210
Rows per page 30
Framework
2,521-2,550 of 6,294
03
The slide uses a comparison table to establish credibility by showing historical success in identifying overvalued companies.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World1 hit
29
The table highlights that Enfusion's EV/EBITDA multiples (28.1x 2024E) are significantly higher than the peer average (14.4x), despite lower EBITDA margins.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
78
The slide uses a red line to visually connect Limbach's position across the two tables, emphasizing the decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
83
The slide highlights Limbach's premium valuation relative to peers, arguing it is unwarranted due to growth and accounting concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
100
The slide argues that iRhythm's technology is commoditized and less rigorous than peers, justifying a lower valuation multiple.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide highlights a specific red flag regarding corporate governance and audit quality.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The table highlights UEC's high EV/EBITDA multiples (106.5x 2026E) compared to the peer group averages.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Includes a screenshot of the Kalshi orderbook interface.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
15
The table highlights specific betting outcomes where Kalshi offers higher payouts than DraftKings.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
The table highlights specific game scenarios (pregame vs in-play) to compare payout returns on a $100 bet.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
The slide uses a comparison to DKNG to frame Kalshi as a competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide uses a stacked bar chart for the OSB side and a single bar for Kalshi to imply an outsized market share.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
The slide uses a 100% stacked bar chart to visualize revenue concentration risk.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
27
The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
32
The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
The slide highlights the discrepancy in potential returns for the same wagers, suggesting better value on the Kalshi platform.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses a comparison table to expose a pattern of shared executives and identical pitch structures between two companies.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
89
The slide uses red highlighting to emphasize IPX's outlier status in EV/Revenues and Price/Book metrics.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
The slide uses a comparison frame to contrast detailed 2021 methodology with vague 2024 disclosures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
60
Uses a visual comparison of three e-commerce screenshots to expose price discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
91
The slide uses a comparison table to highlight that REZI's valuation multiples are high relative to its operational performance metrics compared to peers.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
92
The slide uses a split-table format to compare two different business segments of Resideo against their respective peer groups.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
24
The slide uses a 'villain' framing by positioning Perpetua as a superior alternative to the subject company (Nova).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a 'villain' framing (Nova) vs 'hero' framing (Felix Gold) to argue for the superiority of the competitor.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
The slide uses a comparison table to argue that Nova Minerals is overvalued relative to its peers, while also introducing qualitative risk factors.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses red highlighting to draw attention to Bunge's high audit fee ratios compared to ADM and Nutrien.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
19
The slide uses a 'villain' framing by contrasting Bunge's unique reporting against a list of peers to suggest manipulation.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
45
The slide uses color-coded highlighting (green for peer disclosures, red for Bunge's lack of disclosure) to emphasize the contrast.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
47
The slide uses a red callout box to emphasize the negative context surrounding ADM's performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
70
The slide uses a red outline to highlight specific 'closest peers' for comparison.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit