slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
Current window 541-570
Pages 44
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Slide function
541-570 of 1,296
13
Slide 13 of an activist deck.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a collage of news clippings to establish a narrative of competitive pressure.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a grid of app icons and names, each paired with a star rating to support the thesis of poor consumer reception.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a biographical snippet from a corporate website to frame the CEO's history as a pattern of association with failing businesses.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a two-section structure to attack both the company's business performance and the integrity of its leadership.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
Uses the 'duck test' idiom to imply fraud or accounting irregularities.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a contrast-based argument to frame the CEO's behavior as excessive.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a 'villain' framing to attack the credibility of a specific board member.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
25
Uses screenshots of press releases/filings as evidence of past restatements.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
118
Uses a quote from the subject to highlight the brevity of his actual auditing experience.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a screenshot of a Google search result as primary evidence of competitive threat.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
43
Uses a screenshot of Zebra Technologies' venture capital website as evidence of the 'villain' behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
68
Uses red 'X' overlays to visually communicate product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
08
The slide uses a list-based argument structure to systematically dismantle the investment thesis for Intuit's recent M&A and core business segments.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
10
Slide 10 of an activist short report by Spruce Point Capital Management.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
21
This is a classic activist short-seller slide designed to discredit a partner company (Green Dot) to cast doubt on the primary target (Intuit).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a combination of a line chart showing rising enforcement actions and news headlines about failed banks (Cross River, Silvergate, Signature) to build a case against the partner bank.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
110
Uses quotes to frame the CEO as a 'villain' or risk factor.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
111
Uses a 'guilt by association' framing to undermine the credibility of a board member.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a rhetorical question to frame the logo as inherently controversial.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
Uses a grid layout to present four distinct supplier profiles as evidence of operational risk.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a comparison table format to list specific patient-related inhibitors to Aquablation adoption.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
Uses a combination of company-specific highlights, expert testimonials, and direct quotes to undermine the target company's market position.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
45
The slide uses a combination of a photo of the competitor's hardware and a narrative argument about market displacement.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
46
The slide uses a 'villain critique' approach by highlighting specific competitors (Gunnebo, Thales, Micro-X) that are better positioned to solve TSA/airline pain points than the subject company (CLEAR).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
76
Uses photographic evidence of the office space to contrast with the financial critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
The slide uses a visual metaphor of 'red flags' to list concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
20
The slide features the Spruce Point Capital Management logo (the tree).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
28
The slide uses a combination of narrative text, a market share table, and news clippings to establish the auditor's incompetence.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit