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Quantify Opportunity
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Matching slides 3,378
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Slide function
211-240 of 3,378
105
The slide uses a standard activist short-thesis structure: quantitative valuation downside paired with a list of qualitative 'red flags'.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
86
The slide uses a red flag icon to emphasize the bearish thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
The table uses a 20-year DCF model with conservative assumptions to highlight value destruction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a red flag icon to denote a warning or critical finding.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
116
The table uses a low/high scenario approach to estimate total revenue.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
69
The slide uses a sensitivity analysis approach to estimate debt levels.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
92
The slide uses a 'red flag' icon to signal an activist critique of the company's financial reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
80
Includes specific adjustments for debt, NCI, and cash to arrive at equity value.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses a 'villain' narrative by linking management to past corporate scandals (Enron, Spark Energy, Fletcher International).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
50
The slide uses a red box to highlight the 'Spruce Point Projection' columns, emphasizing the more severe downside scenarios.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
17
The slide uses red boxes to highlight the cost savings advantage of in-house printing over third-party labs and Align's list prices.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
18
The slide uses a two-table structure to first calculate cost savings and then demonstrate the impact on net cash flow.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
20
Includes qualitative callouts regarding gross margin compression and cost structure assumptions.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
39
The slide uses a two-part table structure to derive cost savings and then integrates those savings into a full P&L statement to show the net impact on cash flow.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
52
Includes three distinct tables: cost-per-case, additional equipment expenses, and a total annual cost comparison by tier.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses a two-table structure to demonstrate the financial impact of switching from Align to alternative manufacturing methods.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
94
The chart shows MPWR's valuation multiples across various metrics compared to the median of 44 completed semiconductor deals.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
95
The slide uses a valuation bridge approach to adjust consensus figures for alleged accounting irregularities.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
46
The slide highlights the high level of private equity interest in the pest control sector.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
101
The table includes a detailed reconciliation from Adjusted EBITDA to Free Cash Flow.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
68
The table calculates equity value and share price across four scenarios (Low/Street for both Sales and EBITDA multiples).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Includes a screenshot of Intuit's loan calculator and a table calculating interest revenue over 9 quarters.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
121
Uses a combination of qualitative arguments (left) and quantitative valuation bridge (right) to support a bearish thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
40
The table uses a matrix format to show the impact of two variables on EBITDA.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
48
The slide uses a waterfall-style logic to bridge from reported TCV to an adjusted core TCV figure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
23
The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
25
The slide uses a structured table to demonstrate the impact of Kalshi on DKNG's sportsbook handle and subsequent revenue.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
26
The table demonstrates that even in the 'Most Conservative' case, Spruce Point projects a revenue miss against consensus.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
89
The slide uses a red box to highlight the 'External Capital Required' and the resulting equity/debt split, and a red arrow to link the equity raise to the dilution table.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit