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(Inevitable conclusion)", "confidence": 0.8, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 127, "from": 6, "beatId": "31d83761-6e14-4d29-a0aa-1ff8a80344ff", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The deck spends most of its pages exposing contradictions and inconsistencies in PERI's financials, partnerships, and growth story.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 46, "from": 28, "beatId": "be2f5fa5-5c24-4708-a4c1-76cde4daf5c6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The deck preempts potential rebuttals by addressing potential counterarguments and criticisms.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-58801594b94c", "docSlug": "9551be67f14d", "documentTitle": "Perion Network Ltd. 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(Inevitable conclusion)", "confidence": 0.8, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 127, "from": 6, "beatId": "31d83761-6e14-4d29-a0aa-1ff8a80344ff", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The deck spends most of its pages exposing contradictions and inconsistencies in PERI's financials, partnerships, and growth story.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 46, "from": 28, "beatId": "be2f5fa5-5c24-4708-a4c1-76cde4daf5c6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The deck preempts potential rebuttals by addressing potential counterarguments and criticisms.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-58801594b94c", "docSlug": "9551be67f14d", "documentTitle": "Perion Network Ltd. 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(Inevitable conclusion)", "confidence": 0.8, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 127, "from": 6, "beatId": "31d83761-6e14-4d29-a0aa-1ff8a80344ff", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The deck spends most of its pages exposing contradictions and inconsistencies in PERI's financials, partnerships, and growth story.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 46, "from": 28, "beatId": "be2f5fa5-5c24-4708-a4c1-76cde4daf5c6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The deck preempts potential rebuttals by addressing potential counterarguments and criticisms.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-58801594b94c", "docSlug": "9551be67f14d", "documentTitle": "Perion Network Ltd. (PERI)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2023-05-23 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 37, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses Wayback Machine screenshot and 10-Q/A filing as evidence of past association and financial misstatements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-58801594b94c/37", "deckHref": "/decks/019dd923-622c-750b-8b99-58801594b94c", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-58801594b94c#slide-37", "loopMatches": [ { "to": 127, "from": 6, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "e972ccdf-c217-46cb-9470-ba2f8b94de5a", "evidence": "The deck presents a series of logical and coherent arguments to build a case against PERI.", "position": 0, "objective": "To present a logical chain of evidence and reasoning to support the conclusion of significant downside risk to PERI's share price.", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.8, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 127, "from": 6, "beatId": "31d83761-6e14-4d29-a0aa-1ff8a80344ff", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The deck spends most of its pages exposing contradictions and inconsistencies in PERI's financials, partnerships, and growth story.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 46, "from": 28, "beatId": "be2f5fa5-5c24-4708-a4c1-76cde4daf5c6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The deck preempts potential rebuttals by addressing potential counterarguments and criticisms.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-58801594b94c", "docSlug": "9551be67f14d", "documentTitle": "Perion Network Ltd. (PERI)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2023-05-23 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 38, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses red boxes and arrows to visually connect the two biographies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-58801594b94c/38", "deckHref": "/decks/019dd923-622c-750b-8b99-58801594b94c", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-58801594b94c#slide-38", "loopMatches": [ { "to": 127, "from": 6, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "e972ccdf-c217-46cb-9470-ba2f8b94de5a", "evidence": "The deck presents a series of logical and coherent arguments to build a case against PERI.", "position": 0, "objective": "To present a logical chain of evidence and reasoning to support the conclusion of significant downside risk to PERI's share price.", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... 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