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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 3,901-3,930
Pages 328
Rows per page 30
Slide function
3,901-3,930 of 9,820
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The slide uses screenshots of e-commerce search results to support the thesis that Monster is losing shelf space/visibility in the dollar channel.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
54
The table highlights a potential red flag regarding corporate governance or accounting transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
60
The slide uses a table to show DSO trends and a line chart to show the stock price decline of Celsius, linking the two via an arrow.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
74
The slide highlights the discrepancy between analyst consensus and the activist's view on valuation.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
75
The slide highlights Monster's aggressive stock-based compensation strategy compared to industry peers.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
76
The slide uses a red callout box to highlight the core thesis against Monster Beverage.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
78
The slide uses a red callout box to visually emphasize the 'Exited' status of specific shareholders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
84
The table highlights 'Partnership & Gov't Risk' as a key differentiator for Clear Secure compared to peers.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
15
The slide uses a 'villain critique' narrative style to link specific individuals to repeated patterns of financial misconduct.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
57
The slide highlights a valuation anomaly (low EV/Sales multiple) for Ambry Genetics compared to peers like Exact Science, Veracyte, and GeneDx.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
63
The slide uses a comparison framework to challenge the necessity of concurrent testing, arguing that reflex testing is more efficient.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
71
The table uses a 'Hype-AI' vs 'Diagnostics' segmentation to frame the peer group.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
75
The table highlights that Tempus AI's valuation multiples (EV/Revenues, EV/Gross Profit) are generally higher than the averages of its medical diagnostic peers.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
29
The slide uses a red horizontal line to denote the median value for each metric.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
44
LMB is highlighted in orange to distinguish it from peers.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
68
The slide argues that Limbach is under-provisioning for credit losses, which artificially inflates earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
74
The slide uses a 'red-lining' technique to emphasize the competitive threat posed by PE-backed platforms.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
83
The slide highlights Limbach's premium valuation relative to peers, arguing it is unwarranted due to growth and accounting concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
84
Limbach (LMB) is highlighted in orange across all charts.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
30
Includes survey data (n=100) and a testimonial from a Philips Healthcare director.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
83
The slide highlights that despite 10x revenue growth, iRhythm's margins have barely improved, contrasting this with BioTelemetry's superior profitability at similar scales.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
100
The slide argues that iRhythm's technology is commoditized and less rigorous than peers, justifying a lower valuation multiple.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide highlights a specific red flag regarding corporate governance and audit quality.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The table highlights UEC's high EV/EBITDA multiples (106.5x 2026E) compared to the peer group averages.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Includes a screenshot of the Kalshi orderbook interface.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The table highlights 24 outcomes where Kalshi's payout is compared against DraftKings; the yellow cells indicate where Kalshi's payout is higher.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
15
The table highlights specific betting outcomes where Kalshi offers higher payouts than DraftKings.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
The table highlights specific game scenarios (pregame vs in-play) to compare payout returns on a $100 bet.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit