slides · global inventory
Summarize
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,035
Current window 18,571-18,600
Pages 1,402
Rows per page 30
Slide function
18,571-18,600 of 42,035
08
The slide uses a yellow background to highlight critical negative findings.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a narrative structure to build a case for 'channel stuffing' and 'low confidence' in the business.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
This slide serves as a continuation of the executive summary, focusing on financial skepticism and valuation disconnect.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Includes a quote from a Urodoc on SeekingAlpha and a summary of a cost-effectiveness study.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer1 hit
93
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
The slide uses a two-column layout for the bottom section to detail specific pillars of the thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
07
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
38
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
The slide uses a dense paragraph structure to summarize multiple pillars of a short thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
This is a classic 'thesis headline' slide used by Spruce Point Capital Management.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide is text-heavy, functioning as a summary of the activist short thesis.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
73
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
04
Clear Secure, Inc. (YOU)Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
06
The slide uses a numbered list to structure the short thesis, typical of activist investor presentations.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
77
This is a classic Spruce Point Capital Management thesis slide, featuring their signature tree logo.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
10
The slide uses a yellow background for the main content area, typical of Spruce Point activist decks.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
11
The slide uses a yellow background box to highlight the core thesis of the activist short report.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
70
This is a classic 'thesis headline' slide used by Spruce Point Capital Management to anchor the investment thesis.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next Steps1 hit
06
The slide uses a yellow background to highlight the core thesis text block.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
07
The slide uses a critical tone to highlight discrepancies between management's growth guidance and actual organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
09
The slide uses a critical tone to argue against the company's recurring-revenue narrative and questions the quality of recent acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
11
The slide uses a red border to highlight the content, typical of activist short-seller research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
12
This is a research note from Spruce Point Capital Management, likely part of a short-thesis presentation.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
13
The slide uses a red border to highlight critical findings, typical of activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
15
The slide uses a yellow background to highlight critical negative findings about specific individuals.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
16
The slide uses a yellow background for the main content area, typical of Spruce Point research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
17
The slide uses a short-seller research note style, citing external reports and expert commentary to build a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
18
This slide serves as a continuation of an executive summary, focusing on valuation and downside risk.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
80
This is a section divider or thesis slide from a Spruce Point Capital Management research note.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit