Matching slides 5,849
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14
The slide uses a red background for the 'Why Spruce Point Believes the HIMS Model Is Broken' section to emphasize the negative outlook.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
16
Spruce Point Capital Management branding (pine tree logo).Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
Spruce Point Capital Management branding present.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
85
Spruce Point Capital Management branding (pine tree logo).Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
82
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
The slide uses a tree logo, likely representing Spruce Point Capital Management.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
This is a classic activist 'thesis' slide, often used as a section divider or opening statement.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
33
Spruce Point Capital Management activist deck slide.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
53
The slide uses a spruce tree icon, which is the logo/branding for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
61
The slide uses a tree logo, likely representing Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
09
This is a classic activist short-seller thesis slide focusing on business model quality and accounting aggressive-ness.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
23
Spruce Point Capital Management activist deck cover/thesis slide.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
34
Includes a callout box highlighting specific prospectus risks and an image of a Congressional letter.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
114
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
06
This is a classic activist short thesis slide, focusing on 'broken promises' and 'aggressive accounting'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
78
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
Spruce Point Capital Management branding (pine tree logo).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide outlines a bearish thesis on PowerSchool based on school district budget constraints.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses the Spruce Point Capital Management logo (the pine tree) as a visual anchor.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
This slide serves as a section divider or thesis statement for the activist presentation.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
50
Spruce Point Capital Management branding (spruce tree logo).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
119
Spruce Point Capital Management branding (pine tree logo).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
49
Spruce Point Capital Management branding (pine tree logo).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
39
This is a section divider or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
51
Spruce Point Capital Management branding (pine tree logo).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
05
This is a classic activist short report summary slide.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
08
Spruce Point Capital Management research note slide.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
15
The slide uses a tree logo, likely representing Spruce Point Capital Management.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
75
Spruce Point Capital Management branding (pine tree logo).Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
16
The slide establishes the medical context for the activist thesis, specifically positioning Procept's product as a 'resective' procedure for serious cases.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit