Matching slides 5,253
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3,871-3,900 of 5,253

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13
The slide highlights a specific period of fee reduction to contrast with the current practice of charging the maximum fee.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
14
Uses red boxes to highlight specific financial distress indicators (underwriting losses, surplus decline, capital adequacy).Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
15
Red dashed box highlights the period where management fee was below 25% and premiums-to-surplus ratio was high.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
16
The slide provides a comprehensive historical financial overview to support the claim of steady-state growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
17
The slide uses a red dashed box to highlight the period of interest (2022-1H24) and a corresponding red callout box to summarize the thesis.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
18
The slide uses a dual-axis chart to illustrate the inverse relationship between underwriting risk (Combined Ratio) and growth (DWP), suggesting a future period of reduced growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
19
The slide uses a 'Déjà Vu' framing to draw a parallel between current performance and a past historical period of financial stress.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 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
09
The slide uses red arrows to highlight the shifting language across three distinct time periods (2020, 2022, 2024).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
Uses color-coded highlighting to emphasize specific phrases in management quotes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 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
12
The slide uses three side-by-side table excerpts to show the progression of the company's ranking and eventual disappearance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
13
The slide highlights the removal of 'Construction Partners' from the 2024 list compared to its #94 position in 2023.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
The slide uses red highlighting to emphasize the gap between guidance and actual performance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
13
The slide uses a narrative structure to undermine the credibility of the founders by linking past behavior to current concerns at Tempus AI.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
Uses red underlining and a red callout box to emphasize the missing disclosure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide uses a 'villain critique' narrative style to link specific individuals to repeated patterns of financial misconduct.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Uses direct quotes to highlight the CEO's promotional rhetoric.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Uses a circular diagram to imply a closed-loop financial relationship.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
18
Uses a visual callout to highlight the missing information.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
Uses a quote from Leonsis to contrast with the SEC's findings of round-tripping fraud.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
Uses a combination of narrative text, screenshots of corporate bios, and legal document excerpts to build a case of deception.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
21
The slide uses a 'guilt by association' narrative, connecting the current Tempus Audit Committee members to past governance failures at another company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
22
The slide uses a 'guilt by association' narrative, focusing on the timing of Barris's departure relative to the disclosure of financial irregularities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
Uses red underlining to draw attention to specific incriminating text segments.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
The slide uses a 'villain' framing by characterizing the company's strategy as 'asset churning' and a 'challenged roll-up'.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
18
Uses a red arrow to visually link the 2022A projection to the 2026 guidance, highlighting the discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 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
20
The slide uses a 'before-after' style comparison to expose accounting adjustments that inflate cash flow metrics.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
21
Uses a screenshot of a Bunge investor presentation as evidence of the company's defensive posture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit