Matching slides 42,035
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18,511-18,540 of 42,035

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This is a classic activist short thesis summary slide.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
102
Spruce Point Capital Management branding (pine tree logo).Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
05
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
07
The slide uses a red border to emphasize the 'Strong Sell' thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
14
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
06
The slide uses a red border to emphasize the activist nature of the content. It combines narrative forensic analysis with specific executive interview findings.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide serves as the opening thesis statement for an activist short report.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
07
The slide uses a two-section bulleted list structure to categorize current reporting issues versus future revenue headwinds.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
96
Spruce Point Capital Management branding (pine tree logo).Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
06
The slide uses a 'villain critique' approach by attacking the integrity of the founder's narrative.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
11
This is a classic activist short thesis summary slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a red flag icon and a red callout box at the bottom to emphasize the negative findings regarding FIGS' credibility.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
14
The slide uses a sidebar with callouts to summarize key arguments, which are then expanded in the main body text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
80
The slide uses a tree logo, likely a branding element for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
10
The slide is structured as a list of three main thematic sections: margin concerns, supply chain/geopolitical risk, and growth/market penetration skepticism.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
This is a summary slide from an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
77
Spruce Point Capital Management branding (pine tree logo).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
04
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
07
The slide uses red text to highlight critical negative findings.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
The slide uses red text to highlight key negative impacts on Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a red border to highlight the critical nature of the text, which focuses on business model risks and volatility.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a yellow background to highlight critical arguments against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
11
The slide uses a red border to highlight critical risk areas.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
The slide uses red text to highlight key claims regarding competitive threats and financial accounting practices.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
13
The slide uses a yellow background to highlight specific areas of concern, likely as part of a 'fraud-exposure' or 'villain-critique' narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
14
The slide uses a red border to highlight the content as a critical summary of the activist thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
98
Spruce Point Capital Management branding (tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a screenshot of an external report to validate the firm's reputation.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
The slide uses a high-contrast red-bordered box to highlight the core thesis, followed by a supporting narrative block.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit