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Waterfall Chart
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Matching slides 7,440
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2,221-2,250 of 7,440
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
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
29
The slide uses a 'preempt_rebuttal' strategy by highlighting the discrepancy between company guidance and actual incremental margin performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
38
Uses a red flag icon to signal warning/fraud risk.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
12
The slide uses a red box to highlight the FY 2020E column, emphasizing the discrepancy between reported and adjusted figures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
67
Uses a waterfall-style logic to calculate cash flow available for debt paydown and compares it to required paydown to reach target leverage.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses CEO/CFO quotes to highlight hypocrisy regarding capital allocation.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
56
Uses red arrows to highlight the gap between guidance and actuals; uses a yellow callout box to link the capex behavior to the FCF/OCF outcome.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
77
The slide uses a side-by-side table structure to contrast Street's 'adjusted' figures with Spruce Point's more conservative 'unadjusted' view.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
The table highlights the discrepancy between consensus and Spruce Point's adjusted EBITDA and valuation multiples.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
101
The table highlights a 'Funding Deficit' that is not fully covered by 'Net Borrowing', leading to the activist's theory of internal capital manipulation.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
52
Uses star icons to highlight the 'Spruce Point Adjusted' valuation point.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
18
The slide uses a grouped bar chart to show the divergence between rising sales and negative operating cash flow.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
64
Uses a 'CEO quote' to frame the argument that consensus is wrong.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
99
Uses a bridge-style calculation to isolate Smart2Pay revenue from Nuvei's consolidated figures.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
The slide uses a 'short thesis' structure, combining quantitative valuation modeling with qualitative red flags.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
16
Uses a waterfall-style bridge to visualize management's growth claims, which the activist then refutes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
124
The slide uses a bearish SOTP model to argue for a valuation de-rating.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 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
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
32
The slide uses a dual-callout structure to point out specific trends in the cumulative line chart.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
37
The slide uses a 'Spruce Point Adjusted' methodology to reconcile reported OCF to a lower adjusted figure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
45
The slide argues that fair value gains were unjustified due to accounting reclassifications.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses investigative findings to challenge the company's public valuation claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
29
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
49
Includes a process diagram showing the progression from hERG block to Torsades de Pointes.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
77
The red boxes highlight the period starting in 2019, which the author links to the launch of the ACTIS extreme ultraviolet equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
30
The slide argues that Pure Storage is overvalued compared to its true peers (NetApp) and does not deserve SaaS-like multiples.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit