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Thesis Archetype
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Matching slides 986
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331-360 of 986
08
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
82
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
The slide uses a tree logo, likely representing Spruce Point Capital Management.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · 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
67
Includes a CEO quote and a comparison chart of clinical outcomes vs national averages.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
06
The slide uses a high-contrast, aggressive tone typical of activist short reports.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-row layout to contrast 'Rising Financial Stress' with the 'UBS Partnership Disaster'.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a three-row layout to present distinct pillars of the short thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
09
This is a classic activist short thesis summary slide.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
06
This is a classic activist short thesis summary slide.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
This is a classic activist short-seller 'thesis' slide, summarizing the core arguments for a price decline.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
13
Uses a vertical red arrow as a visual anchor for the thesis flow.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
50
Uses a dialogue-style contrast between Spruce Point and a former manager to highlight the absurdity of the valuation.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
08
The slide uses a structured table format to present four distinct pillars of the short thesis, each linked to supporting slides.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a structured table format to map specific allegations to supporting evidence in other parts of the deck.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 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
06
The slide uses a strong, accusatory tone typical of activist short reports, specifically targeting the CFO and management team.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The table calculates Equity Value and Value Per Share based on varying EBITDA multiples.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
04
This is a classic activist short thesis summary slide.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a vertical arrow visual to connect two main problem areas: operational decline and credit/capital allocation issues.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a two-part structure: capital allocation critique followed by valuation/analyst consensus critique.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
04
This is a classic activist short thesis slide, focusing on the 'villain' (unsustainable economics) and the 'downside' (valuation gap).Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a 'before-after' style comparison table to expose how the company artificially inflates earnings by under-paying member owners.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses red dashed lines to visually connect the decline in sales to the negative growth metrics and the contrast with the growing market.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
This is a classic activist short thesis slide, framing the company as a 'Strong Sell' with specific downside targets.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
06
The slide uses a two-column layout with a sidebar for key takeaways and a main body for detailed arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-column layout with sidebar labels for thematic grouping of arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 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