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
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Slide function
571-600 of 1,189
124
Uses direct quotes from company 10-K filings to validate the thesis of tariff-related risk.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
23
Uses expert testimony to validate the thesis of smartphone-driven disruption.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
31
The slide uses a timeline to frame Zebra's narrative of evolution into a 'solutions provider', with a red circle highlighting a specific product milestone.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
105
The slide uses a table of analyst ratings and a pie chart to visualize the distribution of sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
32
Uses expert testimony (Tegus) to validate the thesis that Intuit's B2C DNA is incompatible with B2B mid-market requirements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
50
The chart illustrates the 'top-ticking' of a market cycle by highlighting the acquisition date against a declining valuation trend.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
53
Includes a direct quote from a former Intuit director to support the thesis of a 'frenemy' relationship.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
119
The slide uses a table to expose a contradiction between analyst sentiment (mostly Buy/Outperform) and the actual price target upside (9%).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
31
The slide uses a red-bordered callout box to highlight specific rows in the table (DWP growth and Management Fee) that are being adjusted downward by Spruce Point.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
14
The slide uses a direct comparison framework to systematically dismantle bull-case arguments.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
19
The slide uses a two-column comparison structure to categorize factors influencing BPH treatment decisions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
21
The slide uses a combination of a data table and narrative callouts to debunk a specific bear case regarding MIST durability.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses expert testimony (urologist interviews) to undermine the company's market positioning.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses expert interviews to contradict company TAM claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
55
Uses a table format to present primary source interview quotes as evidence against market growth assumptions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a red-and-white table format to present qualitative arguments against the adoption of a specific medical technology.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Includes a chart showing stable intervention rates and a quote from a urologist supporting the shift toward less invasive procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
Includes a direct quote from a urologist validating the superiority of laser-based HoLEP over waterjet-based ablation.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
72
Uses an orange analogy to explain the anatomical mismatch of the technology.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
Includes a table comparing peer gross margin expansion to Procept's projected expansion.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Includes a table of historical and projected financials with a highlighted 'Period of massive uncertainty'.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a table to list analyst ratings and a pie chart to visualize the 50/50 split between Buy and Neutral ratings.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
10
The slide uses a table to frame customer consolidation as a risk factor for Dycom, countering the company's positive narrative.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
16
Uses red checkmarks as a visual motif to denote items being 'checked' or scrutinized by the activist.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
Uses news clippings to validate the thesis that the industry is struggling.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
The slide uses a table to demonstrate how new, influencer-backed brands are entering the market and gaining traction, challenging the incumbent.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The slide uses a red box highlight to draw attention to the 2024 inflection point where recognized revenue surpassed added revenue.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
40
Includes a table of states accepting digital IDs and screenshots of TSA instructional videos.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit