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Matching slides 58,039
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Pages 1,935
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Slide function
17,881-17,910 of 58,039
15
Red dashed box highlights the period where management fee was below 25% and premiums-to-surplus ratio was high.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
16
The slide provides a comprehensive historical financial overview to support the claim of steady-state growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
17
The slide uses a red dashed box to highlight the period of interest (2022-1H24) and a corresponding red callout box to summarize the thesis.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
18
The slide uses a dual-axis chart to illustrate the inverse relationship between underwriting risk (Combined Ratio) and growth (DWP), suggesting a future period of reduced growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
61
The slide uses a red box callout to emphasize the IUL dominance. The chart shows a clear CAGR of 8% over the period.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
The slide presents a bearish 'Low' case versus a 'Base' case, highlighting specific regional and operational headwinds.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
23
Includes a line chart and a stacked bar chart with red callout arrows highlighting the trend.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses a combination of AHRQ NIS data and Dowling (CMS) data to triangulate procedure volumes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
94
The slide uses a 'villain' framing by highlighting the disconnect between high valuation and poor financial performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide uses a FOIA request to establish a trend of declining contract value, suggesting potential financial shortfalls for the company (ROAD).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
34
The table includes a total contract value row at the bottom.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
36
The table provides granular evidence of contract activity, totaling over $275M in value.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
37
The table shows a total contract value of $108,333,330.47 for the listed contracts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
28
The chart displays both absolute dollar values ($ in mm) and percentage of total revenue for each year.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a table to demonstrate declining unit economics for the target company.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The table uses color-coding (green/red) to indicate improvement or worsening of metrics over time.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses color-coding (green/red) to indicate improvement or worsening of YoY metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a table to compare 2023 and 2024 financial metrics related to credit facility usage, with red callout boxes highlighting aggressive growth.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Highlights 2024 data in red to emphasize increasing intensity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
66
The slide uses a combination of a dual-axis combo chart (indexed data) and a detailed data table to bridge the gap between public disclosures and estimated actuals.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
33
The slide uses a critical tone, questioning management's acquisition strategy and quality of earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide uses a bar chart and a supporting data table to highlight the divergence between ODR growth and GCR decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide uses a 'Spruce Point Capital Management' branding and provides a detailed breakdown of acquired vs. organic revenue across fiscal years and quarters.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
39
The slide uses a 'Backlog Coverage' metric to argue that the company's growth momentum is slowing down.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
82
The table includes historical data from 2019-2024 and projections for 2025E and 2026E (Low/Base cases).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
98
Includes footnotes regarding share counts, cash, and debt adjustments.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
Includes a Bloomberg terminal screenshot showing revenue estimate revisions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
The slide provides a step-by-step breakdown of how market share capture percentages are derived using variables A through J.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide uses red boxes to highlight cumulative handle figures across different weeks of NFL games on the Kalshi platform.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit