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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,871-3,900
Pages 328
Rows per page 30
Slide function
3,871-3,900 of 9,820
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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
25
The slide uses a case study of Farmers Insurance to expose a potential governance or fee structure issue at ERIE.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
27
The slide highlights a correlation between governance changes and ESG rating decline, positioning ERIE in the bottom 9% of its peer group.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
29
The slide uses a table to compare financial metrics and highlights Erie Insurance's performance with specific callout boxes.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
30
The table compares P/E ratios for 2024E and 2025E across a peer group of P&C companies with >$14bn market cap.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
17
The slide uses a comparison framework to argue against the company's 'all prostates' vision.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
18
The slide uses a list format to compare medical procedures, with a specific callout for TWJA/Aquablation in red text.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
22
The slide uses a table and two charts to contrast the market share and adoption curves of different BPH procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a red box to highlight a cluster of companies (ESTA, STAA, PRCT, DXCM) and a red horizontal line to denote the peer median of 55 days.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a bar chart to show valuation multiples and a comparison table to expose the gap in scale and performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 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
43
Includes a CEO quote to frame the company's own narrative on margins, which the slide then challenges with benchmark data.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
44
The slide uses a 'suspicious' framing to imply financial manipulation or misrepresentation of employee counts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
51
The slide highlights LSP's lack of competitiveness in recent Texas DOT projects, specifically calling out Texas Materials Group and Knife River Corp.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The table highlights that ROAD's valuation multiples (EV/EBITDA) are significantly higher than the peer group averages.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
The slide uses a combination of qualitative expert testimony and a detailed operational/financial comparison table to argue for ROAD's overvaluation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
40
The slide uses a comparison table to argue that Dycom's valuation is stretched due to its reliance on MSAs and high customer concentration.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses red bars to highlight Dycom (DY) and a red horizontal line to indicate the peer average.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
46
The slide uses a peer benchmark table to highlight a negative outlier in compensation.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a standard Google Trends interface screenshot to support a competitive analysis argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses trophy icons to denote the 'winner' of each metric.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
The slide uses Apptopia screenshots to contrast the performance of two competitors.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide highlights Remitly's aggressive use of stock-based compensation (12% of revenue, 78.2% of operating cash flow) compared to the peer average (4.1% and 26.1% respectively).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The table compares Remitly against a basket of payment and money transfer companies, highlighting its high EV/FCF multiple compared to peers.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses a red bar for Remitly to visually distinguish it from the peer group.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
The slide uses red and green arrows to emphasize the change in distribution count between two investor presentations.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit