slides · global inventory
Executive Summary
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2,311-2,340 of 5,545
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This is a classic activist short-seller research note slide.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World1 hit
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Includes Spruce Point Capital Management logo and standard disclaimer.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
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The slide uses red text to highlight negative findings and regulatory/legal risks.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Standard Spruce Point Capital Management branding.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a dense paragraph structure to summarize multiple pillars of a short thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
Standard Spruce Point Capital Management branding.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a classic activist short-seller report structure, combining a strong headline with a summary of key pillars (AI substance, management/board integrity).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
07
The slide uses a critical tone to highlight discrepancies between management's growth guidance and actual organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a critical tone to challenge management's narrative regarding organic growth and the recurring nature of their revenue.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a critical tone to argue against the company's recurring-revenue narrative and questions the quality of recent acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a red border to emphasize the critical nature of the content, which is typical for activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a red border to highlight the content, typical of activist short-seller research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
12
This is a research note from Spruce Point Capital Management, likely part of a short-thesis presentation.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
13
The slide uses a red border to highlight critical findings, typical of activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
14
The slide uses a 'guilt by association' narrative to undermine the credibility of the company's audit committee members.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a yellow background to highlight critical negative findings about specific individuals.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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The slide uses a yellow background for the main content area, typical of Spruce Point research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
17
The slide uses a short-seller research note style, citing external reports and expert commentary to build a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
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This slide serves as a continuation of an executive summary, focusing on valuation and downside risk.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
05
Standard Spruce Point Capital Management branding.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
06
Bunge Global SA (BG)Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & Context1 hit
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The slide uses a 'villain' framing by contrasting Bunge's stated commitment to transparency with specific accounting practices.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
07
The slide uses a highly critical, investigative tone, framing the company as fraudulent and the drug as dangerous.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a narrative structure to frame the drug's history as a series of red flags and industry failures.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a highly critical, investigative tone, framing the subject as a 'scam' and a 'failed launch'.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a 'villain critique' style to undermine the company's marketing claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
14
The slide uses strong, accusatory language ('disaster', 'fraud', 'kickback scheme', 'whales') to frame the company's business model as unsustainable and illegal.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses strong, accusatory language typical of activist short reports to frame the company's business model as fundamentally broken.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
03
This is a research note from a short-seller report.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
01
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit