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 601-630
Pages 40
Rows per page 30
Slide function
601-630 of 1,189
50
Includes a direct quote from a former employee highlighting infrastructure and throughput limitations.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
54
The slide uses a direct quote from SEC filings to frame the company's own admission of accounting risk as a red flag for investors.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
35
Spruce Point Capital Management research note; highlights the discrepancy between reported growth and organic segment performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a 'preempt_rebuttal' strategy to invalidate the company's reported revenue growth by isolating organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
53
Includes a red-line emphasis on a specific risk disclosure from the company's 10-Q.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
57
The slide uses a calculation to derive the implied fixed-price revenue in the ODR segment and contrasts it with the company's stated segment definitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
66
The slide uses legal documentation and a specific list of unapproved change orders to argue that Limbach's reported earnings/cash flow may be overstated due to uncollectible receivables.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
76
The slide uses a combination of qualitative expert testimony and a supporting data table to validate a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
81
Uses a table and a pie chart to demonstrate unanimous 'Buy' ratings from the sell-side.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
33
Uses red boxes to highlight specific evidence of AI commoditization in the market.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
60
The slide uses official medical guidelines to undermine the thesis of companies relying on asymptomatic screening.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
61
The slide uses direct quotes from survey respondents to build a case against the company's business model of expanding monitor usage to PCPs.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
63
Uses a combination of expert testimony and industry guidelines to undermine the company's growth narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
64
Uses a table-like structure to present arguments against the company's value proposition.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
71
Uses a collection of news clippings to build a case for Apple's medical market entry.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
04
The slide uses stock charts to validate the firm's predictive capabilities.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a comparison to DKNG to frame Kalshi as a competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
33
The slide argues against a potential pivot to a prediction market model by quantifying the revenue impact.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
25
The slide uses a 'precedent_table' to establish a pattern of failure in the industry, serving as a preemptive rebuttal to claims that new technologies can easily disrupt the Kroll process.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
26
The slide uses a dual-axis chart to compare energy consumption (kWh/kg) and current efficiency (%) across various titanium production processes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
43
The table shows a clear lack of comparability between different reporting periods (2022 vs 2023 vs 2025) due to changing line items and missing values (??).IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
45
The slide highlights a data gap in USGS reporting and questions the viability of IPX's supply chain strategy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a process flow diagram illustrating yield losses at different stages of production.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide highlights that recent buying activity is not necessarily a sign of fundamental conviction, but rather index-driven flows.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a pie chart to show 100% consensus 'Buy' ratings, highlighting the disconnect between analyst optimism and the activist's bearish thesis.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
This slide serves as a 'pre-mortem' or 'preempt_rebuttal' to maintain credibility by acknowledging potential upside scenarios.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit