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slides · global inventory

Name Villain

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

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Matching slides 1,296
Current window 511-540
Pages 44
Rows per page 30
Slide function: Name Villainclear collectionreset all
18 30 60

Slide function

511-540 of 1,296

filter-aware
04
The slide uses a collage of marketing materials to frame the company as a 'marketing machine' rather than a healthcare company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
09
The slide uses a series of bullet points to build a case for regulatory non-compliance and structural obfuscation.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
39
This slide uses a table to present specific criticisms of the company's operational model.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a list-based structure to categorize complaints, highlighting specific operational failures.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a collage of marketing materials to frame the company's strategy as superficial.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a combination of legal news, expert commentary, and anecdotal employee feedback to build a case against the target.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
Includes a direct quote from the CFO used to expose a contradiction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
67
Includes a screenshot of a NYT headline and a table of FDA device classification data.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
83
Uses regulatory citations (Section 503A/503B) to cast doubt on the company's operational compliance and scalability.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses a combination of narrative text and a LinkedIn profile screenshot to establish a pattern of questionable hiring.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses a two-part structure to attack both the CEO's track record and the company's international reporting transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
08
This slide serves as a core thesis argument for an activist short report, focusing on competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
Includes specific allegations regarding past accounting fraud at WebMD and medical malpractice claims against the current Medical Director.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
17
Uses a testimonial/interview format to expose brand weakness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
08
The slide serves as a summary of legal and ethical grievances against the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
09
The slide uses anecdotal evidence from former employees and LinkedIn analysis to build a case against the company's leadership.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
24
Uses red flags and underlining to highlight specific phrases for contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses a red flag icon to denote a critical finding.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
46
Uses a red flag icon to signal a warning/red flag about the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
14
The slide uses a 'Really?' transition to contrast the company's marketing claim with the activist's critique.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
50
The slide uses a red box to highlight Samsara's 4th place ranking in the table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Includes a quote from a former Omnitracs sales director to support the thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a table to highlight long-tenured directors and committee overlaps.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Includes a screenshot of a legal judgment document and a summary of the disciplinary council's findings.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses red underlining to highlight specific criticisms within the quotes.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a red box to highlight the former CEO's disproportionate ownership compared to other directors.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a 'guilt by association' framing to undermine the credibility of the current leadership team.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
19
Uses a red arrow to connect the CFO's bio to the specific restatement text.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a comparison of store formats and design to critique management's expansion strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
84
Uses red arrows to connect the analyst list to specific regulatory/legal news clippings.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit