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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 4,771-4,800
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

4,771-4,800 of 14,162

filter-aware
13
Uses a quote-based contradiction framework to undermine management's narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
Uses a 'before and after' structure to expose the flaw in analyst methodology regarding bundled vs unbundled contracts.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
The slide uses a combination of historical trend data and specific contract evidence to challenge the company's narrative on shareback growth.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Includes a bar chart showing declining share ownership and a press release snippet as evidence of competitor poaching.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
Uses a bridge-like logic to compare current benefits vs. opportunity cost.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a 'before-after' framing logic to contrast the superficial appearance of gradual divestment with the reality of aggressive selling upon vesting.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
Uses color-coded text (green/blue/red) to highlight changes in legal disclosures between fiscal years.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The chart shows a clear downward trend in Class B share concentration over time, supporting the 'insider selling' narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
The slide uses two line charts to demonstrate long-term benchmark underperformance and recurring seasonal declines.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses red dashed lines to visually connect the decline in sales to the negative growth metrics and the contrast with the growing market.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses a table to correlate Penumbra's YoY growth decline with the emergence of Medtronic's React 68 and React 71 products.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The slide uses red boxes to highlight the decline in Penumbra's market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Includes hand-drawn red annotations on the left chart highlighting a discrepancy in the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses two bar charts to illustrate the 'unsophisticated' nature of sell-side projections for patient volume and market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a call-and-response format to present evidence of a market share discrepancy.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses two 100% stacked bar charts to visualize the contradiction between analyst estimates and company claims.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses red boxes and arrows to highlight negative trends in contrast to the overall market growth.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a table to show the inverse relationship between Penumbra's growth and Medtronic's market entry, with a callout box explaining why the Medtronic data is incomplete.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The chart uses a dual-axis combination (bar and line) to correlate revenue guidance raises with quarterly revenue beats.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
The slide uses a series of testimonials from neurosurgeons to undermine the 'bull case' that Penumbra's market share is secure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide uses testimonials to frame a competitive disadvantage for the subject company (Penumbra) regarding pricing power and bundling capabilities.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
The slide uses a stacked bar chart to show market growth and a grouped bar chart to compare market share estimates between sell-side and Spruce Point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
Uses testimonials from neurosurgeons and a sales director to undermine management's credibility.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
The slide highlights a red-bordered row for Penumbra, Inc. to emphasize the anomaly.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses testimonials from industry participants to support the claim of aggressive marketing tactics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
Includes a quote from a Neurovascular Products Sales Director to reinforce the point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The chart shows a clear upward trend in DSO from Q3-2016 to Q1-2019, supporting the thesis of artificial inflation.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
The slide uses testimonials from medical professionals to frame the company's regulatory actions as anti-competitive 'bully tactics'.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
Includes a red hand-drawn annotation on the left chart highlighting the exclusion of 'Vascular Access' from the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit