slides · global inventory
Preempt Rebuttal
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,189
Current window 541-570
Pages 40
Rows per page 30
Slide function
541-570 of 1,189
33
Includes a screenshot of the header of California Senate Bill 642.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses highlighted text within the table cells to emphasize negative trends in advertiser spend and geographic performance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
48
The slide uses a table to contrast historical performance with aggressive future margin targets, specifically highlighting the 17.4% to 19.5% jump.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to show price target changes and a pie chart to show analyst sentiment distribution.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
The slide uses screenshots of competitor websites to illustrate their M&A messaging.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
76
The slide uses two tables to categorize institutional backing and recent private funding rounds for SIT-focused startups.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a table to contrast historical capacity ($175M) with current capacity ($1B) and highlights the net borrowing activity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a table to contrast initial concerns with subsequent negative outcomes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
Includes a quote from a Tegus interview to support the thesis of OEM disruption.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
Uses red flag iconography to denote risk factors.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
The slide uses a 'talent drain' narrative to imply institutional weakness or competitive disadvantage.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
The slide uses screenshots of news articles as primary evidence to support the thesis of an 'ESG backlash'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
118
Uses a 'villain critique' style to dismantle three specific broker reports (Barclays, JPMorgan, Wells Fargo) by highlighting their flawed investment theses.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
49
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
60
Includes a screenshot of a Zillow contact form highlighting a pre-checked box as evidence of the alleged dark pattern.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
The slide uses a table to show the decline in net earnings margin from 16.9% in 2021 to 6.3% in 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a table of analyst ratings and a pie chart to highlight the consensus 'Buy' sentiment, which the author intends to challenge.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses a waterfall-style bridge to visualize management's growth claims, which the activist then refutes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
The slide uses red boxes and arrows to highlight specific rows (Revenue Growth, EBITDA Margin) and call out specific accounting concerns (capitalized software expenses).PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a table to expose a contradiction between management's growth narrative and actual contract data.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses color-coded highlights (green for positive/neutral, red for negative/contradictory) to emphasize findings about customer demand and the novelty of the inquiry.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a table of analyst ratings and a pie chart to contrast market sentiment with the author's thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
51
The slide uses a numbered list with 'X' markers to visually negate each bull case point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
77
The slide uses a red arrow to connect the 45% revenue figure to the 'Pro Ecosystem' box, highlighting the strategic importance of this segment.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
The slide uses a bar chart to contrast FND's peers against a Pool Corp warning callout to argue that FND's growth targets are unrealistic.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit