Matching slides 13,809
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11,971-12,000 of 13,809

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33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
34
The slide uses a red-bordered callout box to highlight the core thesis and a table to provide chronological evidence of the relationship's decline.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
35
Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
37
The slide uses a table to show the evolution of the AstraZeneca-Tempus agreement over three iterations, emphasizing the lack of meaningful financial growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
38
Uses a visual comparison of two payment flows to illustrate the accounting maneuver.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
39
Uses a flow diagram and a table to illustrate circular/related-party capital flows.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
40
The slide uses a 'villain' framing by questioning the CAO's role and the redaction of the GSK signatory.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
41
The slide uses a flow diagram and a summary table to illustrate the circular flow of funds.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
42
Spruce Point Capital Management branding (tree logo).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
43
The slide uses a 'cookie jar' metaphor to describe the accounting practice.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
44
The slide uses a screenshot of a Google AI Overview as an authoritative source to challenge the target company's accounting.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
45
Uses red boxes and arrows to highlight specific data discrepancies in executive compensation tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
46
The slide uses a table to contrast consistent historical reporting against a single 'Not Disclosed' entry.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
47
The slide uses a waterfall-style calculation to bridge the gap between reported TCV and the estimated TCV, highlighting a 'hidden' reduction.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 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
50
Uses a 'bridge' logic to show that core business is declining despite headline revenue growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
51
The slide uses a table to highlight the shrinking percentage of long-term deferred revenue relative to total deferred revenue.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
52
The slide uses a line chart for historical data and a bar chart for recent growth to frame the company's narrative.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
53
The slide uses a table to contrast reported SG&A line items against implied cloud storage costs, suggesting a potential accounting or operational inconsistency.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
54
The slide uses a combination of narrative text and a financial table to argue that the company is reducing its cloud storage usage.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
55
The slide highlights a potential accounting manipulation and governance issue regarding Scott Gottlieb's dual board roles.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
57
The slide highlights a valuation anomaly (low EV/Sales multiple) for Ambry Genetics compared to peers like Exact Science, Veracyte, and GeneDx.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
58
The slide highlights a specific code (81479) as an outlier in a table of top 10 codes, using it to frame a narrative of potential fraud or aggressive billing practices.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
59
The slide uses a combination of bar charts and callout metrics to show the correlation between CPT code usage and financial performance.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
61
Uses a press release screenshot to highlight the company's own marketing language as the sole basis for their 'breakthrough' claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
63
The slide uses a comparison framework to challenge the necessity of concurrent testing, arguing that reflex testing is more efficient.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
65
Uses a table to contrast pre- and post-2019 protocols and a quote to highlight the company's stated rationale.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
66
The slide uses a combination of a dual-axis combo chart (indexed data) and a detailed data table to bridge the gap between public disclosures and estimated actuals.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit