slides · global inventory
Frame Situation
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,219
Current window 121-150
Pages 74
Rows per page 30
Slide function
121-150 of 2,219
13
The tree icon is the logo of Spruce Point Capital Management.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
06
The slide uses a red-bordered callout box for the main thesis and a grid-like layout to summarize four key pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
65
Spruce Point Capital Management branding (tree logo).Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses the Spruce Point Capital Management logo (the pine tree) as a visual anchor.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
89
Uses a comparison framework to contrast current market leaders (soy, almond, oat) with the emerging pea milk category.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
98
The slide uses a red flag icon to denote a 'red flag' or warning about Oatly's associations (Blackstone).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
113
This slide is part of an activist short report by Spruce Point Capital Management, framing the company's innovation as a response to market pressures.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses a combination of a summary paragraph and a list of supporting evidence points, with key phrases underlined for emphasis.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Spruce Point Capital Management branding with tree logo.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
12
Uses a hub-and-spoke diagram to show how a single industry event (PDGM ruling) influenced multiple stock tickers, while the central callout challenges the market's interpretation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
This is the primary thesis slide for the deck, summarizing the key pillars of the short argument: regulatory issues, accounting skepticism, M&A headwinds, and valuation concerns.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
44
Spruce Point Capital Management branding (pine tree logo).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
04
The slide serves as the primary thesis statement for the short report, focusing entirely on the reputational risk associated with the company's marketing partners.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
This is a classic activist investor thesis slide, using a logo as a visual anchor.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
This is a transition or thesis slide, likely introducing a section on business performance or market risks.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
65
Spruce Point Capital Management branding (tree logo).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
16
The slide uses a combination of growth charts and curated industry quotes to frame FWA as a competitive threat to traditional fiber infrastructure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
32
The slide highlights the transition from GCR (General Contractor Relationship) to ODR (Owner-Direct Relationships) segments.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
71
This is a cover-style thesis slide, likely used as a section divider or opening statement.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
75
Includes quotes from industry experts and a comparison table of technical factors.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
74
Spruce Point Capital Management branding (pine tree logo).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
34
The slide uses a technical diagram to illustrate the 'moat' created by the extreme engineering difficulty of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
04
Uses WeWork as a precedent to explain the distinction between business operations and shareholder equity value in bankruptcy scenarios.AGBA Group (AGBA) · White Diamond Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
08
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
03
Includes a disclaimer at the bottom and a logo for Grizzly Research.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller 1 hit
23
The slide argues that California's current policy is vulnerable to political pressure, potentially impacting GreenPower's business.GreenPower Motor Company (GP) · White Diamond Research
Research note Short seller Beat · The Victory1 hit
64
Harmony Biosciences (HRMY)Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
03
This is a short-seller research report cover/intro page.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · AttentionLoop · Cost Of Inaction1 hit
04
This is a short-seller report introduction setting up a 'too good to be true' narrative.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit