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Show Valuation Bridge
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481-510 of 1,328
81
The slide highlights discrepancies between market data and Spruce Point's adjusted figures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
83
The slide uses a red flag icon to emphasize the bearish thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
36
The slide uses a standard valuation bridge format to justify a short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
73
Includes a valuation table and a list of bearish factors.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
34
The slide uses a 'Spruce Point Discount' of 20% to arrive at a lower P/E multiple for the SPCM estimate.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
Includes detailed footnotes regarding share counts and EBITDA adjustments.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
122
The slide uses a red flag icon to highlight the activist's concern regarding the company's valuation.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
126
The slide uses a red flag icon to highlight the core argument and a red box to emphasize the final valuation multiple.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
128
Includes a red flag icon indicating activist stance.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
140
Uses Bloomberg terminal charts to argue for valuation compression.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
144
The slide uses two distinct valuation methodologies (Revenue multiples and EBITDA multiples) to derive a price target range.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
103
The slide uses red callout boxes to highlight the high-end price points of the valuation ranges compared to the acquisition price.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
179
The slide uses a bridge-style table to adjust GAAP figures to 'Spruce Point Adjusted' figures, specifically targeting acquisition-related add-backs.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
190
The slide uses two line charts showing EV/NTM EBITDA and EV/NTM Sales, both indicating current levels relative to historical averages.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
195
The table uses a 'Low Case' and 'High Case' for three different valuation metrics to derive a range of potential share prices.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
98
The slide uses a red flag icon to emphasize the activist stance on financial reporting quality.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
72
The slide highlights a discrepancy in how operating leases are accounted for in enterprise value calculations.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
Includes qualitative observations on margin pressure and wage inflation in the right-hand column.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
Includes pro forma adjustments for PK acquisition.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
123
The table demonstrates the impact of M&A and capital raises on the company's pro forma enterprise value.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
125
The slide uses a red flag icon, a signature of Spruce Point activist decks.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table uses a DCF-style approach to arrive at an implied share price and downside percentage.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
56
The slide uses a valuation bridge to argue that the current market multiple is inflated compared to peer-based guidance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
123
The slide uses a comparative valuation framework to justify a bearish thesis on Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
55
The table uses a consistent 20% discount rate across all scenarios to highlight the impact of EBITDA and multiple assumptions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
10
The slide uses a vertical red arrow on the left to visually anchor the 'downside' thesis, listing key risk factors as a sidebar.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
116
Includes a comparison table of adjusted vs. market data provider enterprise value calculations.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction1 hit
117
The slide highlights the acquisition multiples (7.3x Rev, 21.7x EBITDA) and suggests SafeCharge's significance to Nuvei's current profile.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction1 hit
118
The table highlights a 5.6x blended revenue multiple for acquisitions, with specific callouts for Base Commerce, Smart2Pay, SafeCharge, and Vantage Payments.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction1 hit
119
The table uses a standard bridge from Enterprise Value to Equity Value to Implied Share Price.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction1 hit