slides · global inventory
03 Aha Moment
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1,531-1,560 of 2,650
17
Uses red arrows and highlights to draw attention to specific data points and text contradictions.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
18
Uses a specific precedent (Granite Construction) to frame the high DSO as a red flag for potential accounting fraud.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
19
The slide uses a before-and-after comparison to show how the company's financial reporting metrics have shifted over time.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
20
The slide uses a table to demonstrate the discrepancy between two different FCF calculation methodologies over an 8-year period.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
21
Uses a 'before-after' comparison of 10-K language to highlight potential revenue manipulation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
08
Uses color coding (red/green) to indicate changes in risk factor disclosures between 2023 and 2024 10-K filings.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
09
Uses a three-part visual sequence to illustrate the degradation of service value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
10
The slide uses testimonials to support the thesis that the company will shrink its user base to maintain premium service levels.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
11
The slide highlights a structural bottleneck imposed by a third party (TSA) that limits the company's ability to scale service quality.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
12
The slide uses red highlighting to emphasize negative trends in the data table.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
13
The slide uses a red box highlight to draw attention to the 2024 inflection point where recognized revenue surpassed added revenue.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
14
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management guidance and actual performance.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
15
Uses a quote from a former senior TSA employee to highlight the regulatory barrier.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
16
The slide uses yellow highlighting to emphasize specific parts of the quote.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
17
Uses a 'before-after' comparison to highlight a specific omission in corporate disclosure.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
18
Uses a table-like structure to present an interview transcript.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
43
The slide uses a 'cookie jar' metaphor to describe the accounting practice.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
44
The slide uses a screenshot of a Google AI Overview as an authoritative source to challenge the target company's accounting.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
45
Uses red boxes and arrows to highlight specific data discrepancies in executive compensation tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
46
The slide uses a table to contrast consistent historical reporting against a single 'Not Disclosed' entry.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
47
The slide uses a waterfall-style calculation to bridge the gap between reported TCV and the estimated TCV, highlighting a 'hidden' reduction.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
48
The slide uses a waterfall-style logic to bridge from reported TCV to an adjusted core TCV figure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
15
The slide uses a combination of primary source documents (FOIA response), company disclosures (20-F), and a summary table to highlight the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
The slide uses a side-by-side comparison of an email from a government official and the official tax form instructions to highlight a compliance failure.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
IperionX Ltd. (IPX)IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
The slide uses a timeline to frame the company's long evaluation period as a reason to be skeptical of their 'discovery' narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses a 'before-after' style framing to contrast the company's claims with the reality of their low social media engagement.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
09
Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide uses a series of callout boxes containing quotes or summaries of corporate disclosures to build a case for a financial discrepancy.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit