Matching slides 10,649
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5,041-5,070 of 10,649

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The slide uses a comparison table to establish credibility by citing past successful short campaigns.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a side-by-side comparison of two SEC filings to show the discrepancy in 'Other assets' and 'Other current liabilities'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Uses side-by-side comparison of earnings releases and presentation tables to show manipulation of 'Cash Flow' definition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses a mapping technique to link specific growth claims to critical assessments.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a series of CEO/CFO quotes to demonstrate a shift in narrative over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a callout-style timeline to contrast management statements over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Uses a 'villain critique' style to frame management's explanation as 'rambling gobbledygook'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a visual red-line connection to highlight the contradiction between 'Accelerating in 2019-2020' and 'slow in 2019'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses a call-and-response format to contrast management's past statements with current reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
Uses visual evidence (red boxes and lines) to connect website footer links to specific login pages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses a series of visual 'cards' to present evidence of organizational separation.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses a red callout box to highlight the mathematical inconsistency in the company's financial reporting.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
Uses a timeline-style layout to contrast historical statements against later management commentary.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
26
Uses a bridge-style calculation to adjust reported Q3 2020 revenue.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red arrows to visually connect guidance quotes to actual result quotes.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Uses red boxes to highlight specific text segments that contradict or omit information found in earnings calls.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses red boxes to highlight declining growth rates and quotes from 10-K filings to emphasize the contradiction between seasonal expectations and actual performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses red boxes to highlight the specific YTD comparison columns.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Includes a red box annotation highlighting the -25% and -1% growth figures for Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses a callout box to highlight a specific risk factor and includes excerpts from credit agreements to demonstrate the shift from EBITDA-based covenants to cash burn-based covenants.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
Uses a timeline-style comparison to show the failure of stated management strategy.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
Uses a 'CEO Quote Contradiction' framework to undermine management's narrative.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide uses a Q&A format to undermine the 'bullish' narrative surrounding Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a Q&A format to present negative sentiment regarding Magnite's competitive moat and sales force quality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
37
The slide uses a Q&A format to present a negative customer sentiment regarding the company's value proposition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
Uses a combination of biographical data, a primary source excerpt, and a stock price chart to build a narrative of management incompetence/dishonesty.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit