slides · global inventory
Size Opportunity
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,697
Current window 2,581-2,610
Pages 224
Rows per page 30
Slide function
2,581-2,610 of 6,697
82
The slide uses a classic activist short-thesis structure: a bold thesis statement, a quantitative valuation bridge/table, and a list of supporting qualitative arguments.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
Includes a disclaimer box preemptively addressing potential underestimation in their own model.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a red flag icon to signal a warning/critique of the company's market sizing claims.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
The slide uses a red flag icon to signal a warning about the company's valuation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
35
The map uses red markers to indicate production sites, with some markers labeled with multipliers (e.g., 11x, 3x, 2x) to denote facility density or capacity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
50
The slide uses a combination of historical data tables and forward-looking bar charts to argue for aggressive growth projections.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
80
Includes a callout box justifying the bearish outlook and a stock price chart snippet.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
21
The slide argues that Solumbra is the fastest-growing technique, implying a competitive advantage for vendors offering both aspiration and stent retriever technologies.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
70
The slide uses a 'Spruce Point Adjusted EBITDA' to derive debt capacity and then calculates potential inorganic sales growth based on acquisition multiples.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
25
Uses a bottom-up buildup approach to estimate total industry reach.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
86
Uses highlighted text to draw attention to key market size and growth figures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
18
The slide uses three charts to establish a baseline growth rate for the K-12 sector prior to COVID-19.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Includes a timeline of corporate history and a map of locations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
11
Uses a waterfall-bridge chart to expose the gap between company claims and reality.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
53
Includes a testimonial/interview excerpt to support the claim of misapplied diagnosis codes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
98
The slide uses a 'generous' set of assumptions to preemptively counter potential bull-case arguments regarding market penetration.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Includes a valuation bridge/comparison table and a specific callout regarding Q2 2025 earnings.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
22
Includes a logo grid of industry players.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
14
The slide includes a critical annotation highlighting that the core assumption (2 million patients) is based on 'Company estimates'.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
32
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
08
The chart is a 3D pie chart showing the split between public and private facilities.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
15
The slide uses a 'capture rate' calculation to show that only 24% of projected federal demand is needed to fill the company's entire capacity.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
16
Includes a CEO quote from Damon Hininger regarding capacity constraints.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising SuccessLoop · Why Now1 hit
17
Includes a 'Pershing Square Forecast' memo section at the bottom of the table.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Why Now1 hit
10
The map visualizes current store density to support the thesis of remaining growth potential.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
33
The slide uses a comparative analysis between DG and FDO to justify a pro-forma valuation.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
42
The slide calculates anticipated demand as 60% of the $16.09B market cap and anticipated supply as 255 million shares at $15/share.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Team1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
67
Page number 66.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit