slides · global inventory
Overcoming Monster
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481-510 of 10,649
04
The slide uses a collage of marketing materials to frame the company as a 'marketing machine' rather than a healthcare company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
14
Includes an annotation on the chart indicating a change in corporate policy/strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
15
The slide uses a bar chart for historical trend and a table for peer benchmarking to highlight the anomaly.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
16
The slide uses red highlighting to draw attention to the specific text removed from the 2021 disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
17
The slide uses a red callout box to emphasize the auditor's concern about 'significant judgment and subjectivity' in revenue recognition.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
18
The slide highlights Perion as an outlier in the bottom row of the data table, using red highlighting to draw attention to the discrepancy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
19
The slide highlights Perion's outlier status (lowest R&D/Sales and lowest Stock Comp/Sales) using a red highlight row.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
28
The slide highlights the long tenure of the current auditors (since 2005 and 2015) to suggest a need for rotation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
29
The slide uses a logo (spruce tree) as a visual anchor for the activist firm.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
30
The slide uses a 'villain' framing technique to suggest the CEO's narrative is curated or misleading.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
31
The slide uses red boxes and arrows to draw attention to the specific contradictions in the text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
32
Uses a side-by-side comparison of a biography snippet and an SEC filing announcement to highlight a potential reputational risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
33
Uses a combination of press release excerpts and analyst commentary to build a case of potential fraud.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
34
The slide uses excerpts from a legal complaint to highlight financial misconduct.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
35
Uses a red callout box to highlight the contradiction between the legal allegations and the CEO's bio.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
36
Uses stock charts to visually demonstrate value destruction during the CEO's tenure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
37
Uses Wayback Machine screenshot and 10-Q/A filing as evidence of past association and financial misstatements.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
38
Uses red boxes and arrows to visually connect the two biographies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
39
The slide uses side-by-side screenshots of press releases and legal agreements with red underlines to highlight the connection.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
40
The slide uses a table to contrast the CEO's compensation timeline with his resignation date to imply opportunistic behavior.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
41
Spruce Point Capital Management branding.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
42
Uses a combination of narrative text and a LinkedIn profile screenshot to establish a pattern of questionable hiring.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
43
Uses red underlines to highlight specific text in source documents.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
44
Uses a visual arrow to point from a missing entry in a list to the actual press release text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
45
Uses screenshots from Wayback Machine and YouTube to contrast official filings with public marketing.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
46
The slide uses red boxes and arrows to highlight the deceleration in guidance increases compared to Q1 2022.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
121
The slide uses a table of analyst ratings and a stock price/target chart to highlight the disconnect between market reality and analyst optimism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
122
The table calculates Equity Value and Value Per Share based on varying EBITDA multiples.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits