slides · global inventory
Peer Gap Chart Recipe
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124
The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
99
The table highlights the 'Spruce Point Adjusted' EBITDA margin for PGNY, which is significantly lower than the reported margin due to stock compensation adjustments.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
11
The slide uses a red flag icon to draw attention to the activist thesis regarding accounting irregularities.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
16
Uses a red flag icon to signal a warning about the company's business model claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
24
The slide uses a red flag icon to draw attention to the negative/concerning nature of the data point.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
81
The slide uses a red flag icon to draw attention to the negative finding.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a red box and arrows to draw attention to LSPD's high credit loss provisions compared to peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
100
The slide uses excerpts from various annual reports to demonstrate industry standards for revenue breakdown.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The table highlights that Amcor's valuation is rich relative to its peers when considering the underlying financial challenges.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
78
The slide uses a comparison table to expose a discrepancy in market valuation perception.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
51
The slide uses excerpts from 10-K filings to highlight the discrepancy between the subject company's high inventory charges and the lower industry standard.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
13
The slide highlights a contradiction between the company's regulatory pathway (510(k)) and its valuation relative to PMA-cleared peers.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
75
The slide uses a combination of tables and a bar chart to contrast compensation, operational efficiency, and stock performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The table includes a 'Max', 'Average', and 'Min' row for the peer group, followed by Aerojet's current and 'Adjusted' valuation metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
66
The table highlights WSP's premium valuation multiples (EV/Sales and EV/EBITDA) relative to peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
82
The slide uses a table for historical trend and a bar chart for peer benchmarking.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
The table compares established tech companies against CarMax and Carvana's implied growth rate.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
52
The chart uses a dot plot to visualize the outlier status of New Pacific compared to the peer group.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
56
The slide uses a peer comparison to justify a lower valuation estimate for New Pacific.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
14
The slide uses a line chart to show indexed stock performance and an embedded table to show EBITDA growth relative to 2019.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Agitate1 hit
12
The slide uses a table to expose a perceived contradiction in Welltower's compensation strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
90
The table highlights a significant gap in board composition for Kao relative to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
125
The slide uses a comparative framework to highlight that peers link pay to specific growth and efficiency metrics, while Kao's metrics have deteriorated.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit