Matching slides 9,820
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3,841-3,870 of 9,820

filter-aware
33
The slide uses a callout box to highlight the trend of opening stores in lower-income areas.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
The table highlights the increasing trend of FND's lease commitments compared to the stable or decreasing percentages of its peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
47
The slide argues that long-term leases are a risk factor for the company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
48
The slide highlights a discrepancy between FND's increasing lease duration and its relatively stable discount rate compared to peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
58
Includes a price comparison callout between FND and Arbor.com and a table showing product count disparity.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
64
Uses app store screenshots to highlight poor performance and negative user sentiment for FND's app.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Uses maps to visualize geographic expansion of a private competitor.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
104
The slide uses yellow highlighting to draw attention to specific accounting terms.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
The slide uses a contrast-based argument to suggest management incentives are misaligned with operational health.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
The slide highlights FND's premium valuation relative to peers, specifically calling out adjusted estimates for operating expenses.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
29
The slide uses a combination of quantitative compensation data and qualitative sentiment analysis to argue that Zebra's cost-cutting on labor is a competitive disadvantage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
107
The table includes a 'Zebra Technologies' row at the bottom for direct comparison against the peer group.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
16
The slide uses red shading to highlight missing or inadequate disclosures by Intuit.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
33
The slide uses a comparison table to highlight feature gaps and an ad screenshot to demonstrate competitive pressure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
40
Uses a red-themed comparison table to frame Mailchimp as a lower-quality asset.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
42
The slide uses a red bar to highlight Mailchimp among its competitors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a combination of qualitative narrative (Shopify's statement) and quantitative data (revenue growth comparison) to build a case against Mailchimp's competitive position.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
46
Data table comparing Mailchimp, Constant Contact, Klaviyo, Zoho, and Sendgrid.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses BuiltWith data to support the thesis of Mailchimp's decline relative to Klaviyo.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
87
The slide highlights Intuit's brands (Lacerte, ProSeries) in red boxes within the tables to emphasize their underperformance.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
109
The slide uses red bars to highlight Intuit's position in specific metrics, emphasizing negative performance relative to peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a red box to highlight the EV/NTM Revenue column, emphasizing the valuation gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a red underline to highlight Transamerica in the table.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
74
The slide uses two line charts to contrast performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide highlights that Aegon trades at a discount to peers, but argues this discount is insufficient given the risks associated with the WFG MLM structure.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a callout to specifically identify Eric Olson as a GFI founder and competitor.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit