slides · global inventory
Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
Current window 151-180
Pages 12
Rows per page 30
Slide function
151-180 of 359
53
The slide uses a red flag icon to signal a warning/critique of the company's business model.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
56
Uses red flag iconography to signal competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
99
The slide uses a dialogue format to present expert testimony regarding competitive risk.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
24
The table uses a 'Reality Case' framework to challenge consensus estimates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
58
Uses a bar chart to contrast revenue multiples and growth rates between Genius and various peer segments.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
11
Includes a screenshot of an FDA database search and a bar chart showing the acceleration of approvals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
22
The slide uses a collage of news snippets to build a narrative of market fragmentation and PE-backed competition.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses visual arrows to highlight the proximity between competitors.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
31
Includes a line chart of CTC's gross margin, a table calculating potential profit loss, and social proof from Gasbuddy.com.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
81
The slide uses a red flag callout to emphasize the divergence in delinquency trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
32
The slide uses primary research (interviews) to corroborate quantitative market share loss.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
37
Highlights FDA approval documents for Medtronic React 68 and Stryker AXS Catalyst to show direct comparison to Penumbra's predicate devices.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
The chart highlights a divergence in growth expectations between the market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The table uses red boxes to highlight the Spruce Point estimates that differ from the sell-side consensus.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
Uses a combination of bar chart, line chart, and data table to frame the 'gap' as a contradiction in management guidance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses a 2x2-style layout to contrast legacy vs new technology across two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses a screenshot of a Morgan Stanley financial model to prove that historical commercial revenue targets were missed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
13
The slide uses a 'scorecard' summary to highlight the bifurcation between successful and underperforming programs across different launch years.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
67
The slide argues that the lack of institutional ownership, particularly by tech funds, implies a retail-heavy investor base.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
33
The table lists 18 ETFs categorized by theme, with their Bloomberg index tickers and the index owner.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
26
The slide uses a FOIA request to expose customer concentration and fiscal risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a peer group to establish a 'median impairment' benchmark and applies it to the target company (PWSC) to demonstrate financial risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a red checkmark icon to denote each lever, with one row highlighted in red to emphasize a specific concern regarding TAM expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
11
The slide argues that CoreWeave's accounting assumptions regarding asset depreciation are overly optimistic compared to Amazon and Nebius.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
09
Includes two external quotes used to undermine the company's narrative.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to dismantle the 'hyperscaler software' narrative, highlighting the lack of transparency in the Meta deal and questioning the long-term viability of the QLC-based strategy.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
24
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage's competitive moat.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
05
The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit