Matching slides 22,016
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8,131-8,160 of 22,016

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Slide 1
The slide uses a magnifying glass visual to emphasize the '25% MANAGEMENT FEE' text on an insurance policy document.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
03
Erie Indemnity Company (ERIE)Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
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Includes Spruce Point Capital Management logo and standard disclaimer.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
03
Aegon Ltd. (AEG)Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
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Aegon Ltd. (AEG)Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
01
Slide 1
The slide uses a clinical setting to frame the investment thesis as a 'medical' diagnosis of the company's claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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PROCEPT BioRobotics Corporation (PRCT)PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Standard Spruce Point Capital Management branding.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Slide 1
The image uses a pun on 'asphalt' (as-faulty) and depicts a road construction scene, likely implying the company is about to be 'run over' or is in a dangerous position.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
03
Construction Partners, Inc. (ROAD)Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Standard Spruce Point Capital Management branding.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
01
Slide 1
The image uses a metaphorical visual (eagle, construction workers, rats) to imply a negative thesis about the company's operations or connections.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Dycom Industries, Inc. (DY)Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Standard Spruce Point Capital Management branding.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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Slide 1
The slide uses a visual metaphor of a person holding money and questioning the counterparty, reinforcing the 'mistrust' thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses alternating row colors to distinguish sections.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Standard Spruce Point Capital Management branding.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The design mimics an energy drink can, playing on the target company's brand identity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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Standard Spruce Point Capital Management branding.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Slide 1
The slide uses a visual metaphor of an airport kiosk to suggest uncertainty regarding the company's future.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
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Clear Secure, Inc. (YOU)Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
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Slide 1
The slide uses a storm metaphor with bubbles containing stock tickers (INWK, HMK, TEM, GRPN) and exchange names (NASDAQ, NYSE).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
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Tempus AI, Inc. (TEM)Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
05
Spruce Point Capital Management branding.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
01
Slide 1
The image uses a dramatic metaphor of a burning HVAC unit on a roof during a storm to illustrate the 'overheated' growth story.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
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Limbach Holdings, Inc. (LMB)Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
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Limbach Holdings, Inc. (LMB)Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
03
The slide uses alternating row colors to distinguish sections.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
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Standard Spruce Point Capital Management branding.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit