Matching slides 2,146
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Slide function

991-1,020 of 2,146

filter-aware
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The slide uses a precedent table to establish credibility by showcasing past successful short-selling calls.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a call-and-response format to validate market dominance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The slide uses a callout box to summarize the expert's sentiment, followed by a direct quote in a table format.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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The slide uses a table to establish credibility by citing past successful short campaigns.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a series of quotes to demonstrate the company's historical practice of adjusting fees based on financial performance and underwriting risk.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes direct excerpts from legal filings with red-line emphasis on deceptive practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Includes a pyramid diagram illustrating the settlement terms.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a direct excerpt from a legal document to support the activist's thesis regarding GFI's questionable business practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a comparative table format to establish credibility by showcasing past successful short campaigns.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a table format to present qualitative evidence from expert interviews to support the thesis that MISTs are driven by physician incentives rather than just clinical superiority.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses red text to highlight key critical arguments within the quote.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
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Includes a quote from a Spruce Point interview with a urologist to cast doubt on the target company's market positioning.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Includes a stock chart with a callout annotation marking the warning date.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
04
The slide uses a table to establish credibility by citing historical performance of short-selling campaigns.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses red highlighting to emphasize negative outlooks on industry profitability and green highlighting for a positive assessment of Remitly's quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a table format to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a red box to highlight the ~3x revenue multiple, contrasting it with the implied higher valuation of Monster.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses a precedent table to establish credibility by showing a past successful activist campaign.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
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The slide uses yellow highlighting to emphasize specific parts of the quote.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
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Uses yellow highlighting to emphasize critical parts of the expert's critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
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The slide uses a comparison table to frame the current target (TEM) by associating it with past successful short targets.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
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The slide uses a yellow callout box to frame the study as a self-serving validation tool for the company's commercial strategy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide uses a comparative table structure to establish credibility by citing past successful short campaigns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a table to demonstrate the prevalence of PE-backed platforms in the facility services sector.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
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The slide uses red text to emphasize key strategic points within the quotes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
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The slide uses a list of acquisitions to demonstrate that Limbach is competing for the same targets as larger industry incumbents.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
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The slide uses a press release excerpt to validate the valuation multiple of a comparable company.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
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The slide uses a precedent table to establish credibility and track record.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
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The slide uses a comparison table to establish credibility by citing past performance.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller 1 hit