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Show Valuation Bridge
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The slide uses a 'short thesis' structure, combining quantitative valuation modeling with qualitative red flags.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
78
The slide uses a Bloomberg terminal chart to argue that the current valuation is unjustified given fundamental deterioration.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
79
The slide uses a standard valuation build-up (EBITDA to Equity Value to Share Price) to demonstrate downside risk.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
73
Includes callouts to Bloomberg and Yahoo Finance data sources and critical commentary on specific line items.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
76
The slide uses a sum-of-the-parts (SOTP) valuation approach to derive an equity value, then adjusts for debt, JV interests, and cash to arrive at a per-share price.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
86
The slide uses a short-seller research note format, combining a valuation bridge table with a list of qualitative negative catalysts.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
99
The slide highlights a disconnect between the stock's recent price performance and the underlying analyst consensus.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a 'services business' argument to justify a lower revenue multiple (2x-4x) compared to medical device peers.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses a 'Spruce Point Adjusted' column to reconcile Street estimates with their own adjustments.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide uses a valuation bridge to justify a 65-85% downside, supported by a list of governance and operational concerns.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a valuation bridge to calculate equity value and share price under two scenarios (Low Case and Base Case).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The table reconciles Street estimates with Spruce Point's adjusted figures.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide uses a scenario-based valuation approach to argue for significant downside risk.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The chart uses a dashed blue line to indicate the historical median multiple of 0.658x.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
90
The table demonstrates a bridge from Street valuation to Spruce Point's adjusted valuation by reclassifying convertible preferred stock and adding specific liabilities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
93
The slide uses a sum-of-the-parts (SOTP) valuation approach to justify a bearish thesis.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
15
The slide uses a valuation bridge to arrive at an implied stock price range, comparing it to the current price to calculate potential downside.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
60
The slide uses a standard valuation bridge format to justify a bearish price target.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The table highlights specific adjustments made by Spruce Point to debt and enterprise value calculations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
72
The slide uses a valuation bridge to derive equity value from enterprise value, then calculates share price targets.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
29
The slide uses a strong, aggressive tone typical of short-seller research reports.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
47
The slide uses a sum-of-the-parts valuation approach to derive a target share price.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
48
The slide calculates valuation multiples for 2008E based on a $36 share price, adjusting for specific equity value components.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
23
The slide uses a 'villain' narrative (Atkinson/Hardy) to establish credibility before presenting a bearish valuation thesis.GreenPower Motor Company (GP) · 61_White_Diamond_Research
Research note Short seller Beat · The Victory1 hit
24
The slide uses a simple valuation calculation to establish a peer-based benchmark.GreenPower Motor Company (GP) · 61_White_Diamond_Research
Research note Short seller Beat · The Victory1 hit
32
This appears to be a continuation of a previous slide's text, focusing on valuation risks.GreenPower Motor Company (GP) · White Diamond Research
Research note Short seller Beat · The Victory1 hit
23
The slide uses a peer comparison table followed by two separate valuation build-up tables to derive a target price.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Loop · Cost Of Inaction1 hit
47
The slide uses a 'short thesis' style argument, citing historical precedents like Timbercorp and Great Southern to support the valuation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
34
The slide uses a bear icon to signify a short thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Valuation Reveal1 hit