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slides · global inventory

27 Cost Of Inaction

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

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Matching slides 31,900
Current window 11,761-11,790
Pages 1,064
Rows per page 30
Loop: 27 Cost Of Inactionclear collectionreset all
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11,761-11,790 of 31,900

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Progyny, Inc. (PGNY)Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
42
The slide uses a red flag icon to signal a warning/rebuttal.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
43
The slide uses a waterfall-style logic to adjust reported revenue growth for one-time items.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
44
Includes specific client-level data and methodology for revenue impact estimation.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
45
The slide uses a dual-axis chart to correlate benefit maturity (bars) with utilization rates (dots).Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
46
The slide highlights that medical revenue misses were offset by pharmacy gains, but argues future pharmacy growth is limited.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
47
Includes a comparison table of fertility benefit cycles between tech/biotech and mature industry clients, plus a quote from a Tegus expert call.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
48
Uses a red flag icon to highlight the contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
49
Includes a red flag icon indicating a warning or 'red flag' analysis.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
50
The slide uses a red flag icon to signal a warning/bearish thesis.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
51
Spruce Point Capital Management branding (pine tree logo).Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
52
Uses a red flag icon to denote a critical point of contention.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
53
The slide uses a red flag icon to signal a warning/critique of the company's business model.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
54
The slide uses a red box to highlight the 'Differentiation' row and a red arrow to point from the competitors to the bottom summary text.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
55
Uses expert testimony and service-offering breakdowns to highlight competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
56
Uses red flag iconography to signal competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
57
Uses direct quotes from a Tegus interview to undermine the company's value proposition.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
58
The slide uses a red flag callout to emphasize the risk posed by competitors.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
59
Includes a red box highlight on both the chart and the table to emphasize the post-2022 period.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
60
The slide uses a series of small-multiple line charts to highlight that PGNY's growth rates (1y and 2y) are lower than its competitors.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
71
The slide highlights that BR's 27.9% gross margin and 0.8% capex margin are significantly lower than the FinTech peer average, yet it commands a 16.4x EV/EBITDA multiple.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
The slide contrasts company-disclosed currency risk with stagnant sell-side financial estimates.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Includes a valuation table and a list of bearish factors.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
30
Uses a red flag icon to signal a warning/contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
31
Uses a 'red flag' callout to highlight deficient disclosures and a yellow callout to summarize the erosion findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
32
The slide uses a red flag icon to draw attention to the narrative text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
33
The slide uses a red gradient arrow at the bottom to visually emphasize the 'increasing stress' trend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
34
The slide uses a red box to highlight the specific line item change in the financial tables.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
The slide uses a red callout box to emphasize the specific line item of concern and highlights the 18.7% CAGR for 'Other Selling Costs'.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
36
The slide uses a red flag icon to highlight the negative trend for Saputo.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit