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 571-600
Pages 44
Rows per page 30
Slide function
571-600 of 1,296
01
The slide uses a speech bubble to mock the company's product positioning.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
07
This is a classic activist short-seller thesis slide, combining product commoditization arguments with regulatory/safety risk exposure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
08
The slide uses a red border to emphasize the critical nature of the content.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a 'villain critique' approach to undermine the company's core value proposition (AI and device tech).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
35
Uses a combination of a specific case study (Mayo Clinic) and industry commentary (DAIC blog) to support the thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
38
Uses a hub-and-spoke diagram to show feature overlap; red checkmarks added by the activist to emphasize the critique.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
91
The slide uses a red-background table to visually emphasize the 'troubling' nature of the associations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
08
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a side-by-side comparison of biography excerpts from 2009 vs today to highlight a shift in narrative or focus.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a combination of narrative text and a bar chart to cast doubt on the value of the acquired asset.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses comparative data to highlight the anomaly of Lasertec's trading volume relative to its market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
14
Uses the Japanese concept 'isshun no eikou' (momentary glory) to frame the company's trajectory.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
30
The slide uses direct quotes from industry executives to undermine the company's market position and technical capabilities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses aggressive, accusatory language to frame the target company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a numbered point (2) from a larger list of allegations.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
102
The slide uses a strong accusatory tone to frame the company's technology as a failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
103
The slide uses a combination of summary text and a direct Q&A transcript to build a case against the competitor's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
129
Includes a direct expert testimonial highlighting the lack of production-worthiness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
136
Uses red circles to highlight the 'mask stage' in both diagrams as the focal point of the critique.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
138
The slide uses a quote from a former KLA executive to validate the technical critique of Lasertec's hardware choices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
139
Includes a direct quote from a former KLA executive and technical diagrams of the Sumitomo product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
168
This slide serves as a direct attack on the company's market positioning and investor perception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide uses a 'villain' narrative by linking the current acquisition to historical accounting fraud (Sunbeam/Al Dunlap).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
11
The slide uses a red flag icon (labeled '4') to denote a specific point of contention in a larger activist report.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
60
Uses a visual comparison of three e-commerce screenshots to expose price discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
09
The slide uses a table format to list individuals and their associated controversies, likely for an activist short report.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
20
Uses screenshots from a promotional video to highlight logistical challenges.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide uses a table format to list individuals and their associated controversies, likely to establish a pattern of poor governance or bad actors.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
Uses screenshots of RedChip's website and historical data to establish a pattern of association with fraudulent entities.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
The slide uses a quote from a competitor's SEC filing to frame the competitive landscape as a threat.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit