slides · global inventory
Preempt Rebuttal
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Matching slides 1,189
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Slide function
511-540 of 1,189
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The slide highlights the long tenure of the current auditors (since 2005 and 2015) to suggest a need for rotation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
46
The slide uses red boxes and arrows to highlight the deceleration in guidance increases compared to Q1 2022.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
121
Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
88
The slide uses a red box to highlight the 'All Other Customers' GM% row, emphasizing the mid-60% margin figure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
26
This slide serves to build credibility by acknowledging prior reports while adding new, specific findings.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
42
The slide uses a red flag icon to signal a warning/rebuttal.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
44
Includes specific client-level data and methodology for revenue impact estimation.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
50
The slide uses a red flag icon to signal a warning/bearish thesis.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
64
Uses expert interview excerpts to build a bearish thesis on PGNY's competitive moat.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
98
The slide uses a table and a pie chart to visualize the consensus bias among analysts.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
33
The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
60
Uses a red flag icon to signal a warning/red flag about the company's competitive moat.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a 'villain critique' style to undermine the company's core competitive moat argument.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses a grid of 8 line charts to demonstrate a common trend across the industry, countering potential arguments about FIGS' unique growth drivers.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a red flag icon and a red highlight on the Goldman Sachs row to draw attention to the bearish outlier.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
97
This slide serves as a legal disclaimer and framing device to justify using potentially biased or unproven legal discovery materials.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
144
The slide uses a table to list analyst ratings and a pie chart to visualize the recommendation mix, emphasizing the lack of skepticism among major Canadian banks.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses a table format to systematically list risks, serving as a 'preempt_rebuttal' to bullish investment theses.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
137
The slide uses a table format to systematically critique four distinct areas of corporate strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
138
The slide uses a red flag icon to highlight the core thesis statement.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
13
The slide uses a red flag icon to emphasize the core thesis callout.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
90
The slide uses a red flag icon and red arrows to emphasize the negative sentiment and the 'downward' nature of the arguments.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
175
The slide uses a red flag icon and red arrows to emphasize the negative nature of the factors.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
177
The slide uses the consensus bullishness as a setup to argue against the market's current sentiment.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
181
Uses two tables to highlight discrepancies in cash flow projections and the aggressive spread between sales and EPS growth.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
77
The table highlights a lack of overlapping analyst coverage across the three companies, which the author uses to justify their thesis of market inefficiency.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
78
The slide uses a 'preempt_rebuttal' style to frame the company's performance as 'fantastic' while highlighting specific financial beats.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a diagnostic framework to justify a short thesis by mapping general red flags to specific company evidence.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
85
The slide uses a table of analyst ratings, a pie chart of the recommendation mix, and two small tables showing revenue and EPS forecast revisions to argue that analysts are ignoring negative signals.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit