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  "documentTitle": "Eminence Pluralsight Presentation February 2021",
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  "presentationDate": "2021-02-01 00:00:00",
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  "notes": "Uses a series of rhetorical questions to highlight a potential conflict of interest or manipulation of market expectations.",
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      "text": "The (predictable) result? The stock fell 22% on Nov. 6.",
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      "text": "That same day (!), Vista submitted an initial offer of $16.50, less than the Company's stock was trading for on the day Vista first approached Pluralsight.",
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      "text": "Reality: Pluralsight's Q4 billings were meaningfully higher than the Company's guidance. On Feb. 1, Pluralsight reported that Q4 billings were expected to be up 17-18%.",
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      "text": "On Nov. 5, Pluralsight provided optically disappointing results and guidance: Q3 billings missed consensus (up 9% year over year vs. consensus estimates of up 12% year over year) and for the first time in its history the Company issued specific forward quarter billings guidance (+12-13% y/y) that also was below consensus.",
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      "text": "More Questions",
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