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8,041-8,070 of 22,016

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Slide 1
The text on the wall is a list of product/market categories (ML, DOS, NF, CRM, AI, IOT) written in a scribbled, informal style. The imagery of cockroaches and a rat is intended to evoke a sense of infestation or decay.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
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C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
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Standard Spruce Point Capital Management branding slide.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
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Slide 1
The slide uses a metaphorical image of a rat and a downward-trending stock chart to convey a negative investment thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Super Micro Computer, Inc. (SMCI)Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Standard Spruce Point Capital Management branding.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Slide 1
The slide uses aggressive, derogatory imagery (cat in litter box, rat, cockroach) to frame the target company as 'filth' or a 'toxic' investment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Includes Spruce Point Capital Management logo and confidentiality disclaimer.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Slide 1
The image depicts a house with solar panels and a fire in the garage, implying product failure or safety issues.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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Includes Spruce Point Capital Management logo (pine tree).Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
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Includes Spruce Point Capital Management logo/branding (the tree).Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
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Slide 1
The image is a highly stylized, satirical critique of the company, using medical imagery combined with pests to imply systemic issues.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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Stryker Corp. (SYK)Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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Stryker Corp. (SYK)Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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Slide 1
The imagery uses the 'canary in the coal mine' metaphor, implying danger or impending collapse.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
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The slide uses a standard TOC format for an activist short report, highlighting specific areas of alleged financial misconduct.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
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Alpha Metallurgical Resources, Inc. (AMR)Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
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Slide 1
The slide uses provocative imagery (rats, cockroaches, warning label) to frame the company as 'objectionable' or 'infested'.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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TaskUs, Inc. (TASK)TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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Standard Spruce Point Capital Management branding slide.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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Slide 1
The slide uses a visual metaphor of a rat and a cockroach in a restaurant setting to imply a 'dirty' or failing business model, with the POS screen displaying a 'Merchant Count Error' and 'Sell Sell' command.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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The slide uses a numbered list format to structure the argument, with section 6 broken down into sub-points.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
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Includes Spruce Point Capital Management logo/branding (the tree).Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Genius Sports Limited (GENI)Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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Genius Sports Limited (GENI)Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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The slide uses a hierarchical numbering system (1-7 with sub-bullets a-d) to outline the activist short thesis.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Features the Spruce Point Capital Management logo (pine tree).Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentation1 hit