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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 601-630
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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601-630 of 10,649

filter-aware
92
Uses a chronological table to highlight the shift in management communication strategy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
93
The slide uses quotes from earnings calls to demonstrate management's admission of cost reallocation practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
94
The slide uses a red callout box to highlight the specific data point (Q2 2023 Non-Recurring revenue) and its impact on margins.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
95
The slide uses a chronological table to show how the definition of non-recurring revenue has shifted over time, implying a lack of transparency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
96
The slide argues that capitalized software costs are real cash costs that should not be ignored in EBITDA adjustments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
97
Uses yellow highlighting to draw attention to specific accounting disclosures and the write-off event.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
98
Uses direct quotes from SEC filings to demonstrate the potential for accounting manipulation.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
99
The slide uses a table-like structure to compare SEC filings across three years, contrasting the low reported employee count with the footnote disclosure of 600 total ESG employees.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
100
The slide uses a side-by-side comparison of 2019-2021 vs 2022 financial reporting language to expose a change in accounting disclosure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
101
Uses side-by-side press release excerpts to frame the departure as suspicious.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
102
Uses SEC filing excerpts to frame the resignation as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
103
Uses a screenshot of a LinkedIn job posting as evidence of the vacancy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
104
Uses a rhetorical question as a title and a direct challenge in a callout box.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
105
The slide uses a red callout box to emphasize the contradiction between company growth and declining audit fees.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
106
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
107
The slide uses a table to contrast compensation elements, specifically highlighting the shift from 5-year to 3-year performance periods for long-term incentives.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
108
The slide uses red boxes and arrows to highlight the increase in 'Total Net Sales' weighting from 17.5% in 2018 to 40% in 2023.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
109
Uses a combination of corporate governance disclosure and SEC press release to establish a link between a director and a company's regulatory failure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
110
The slide uses a red box and a callout to emphasize the low and stagnant ownership levels of directors specifically.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
111
Uses red callouts to highlight specific points of contention regarding the nominee's experience and the committee's scope.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
112
The slide uses a side-by-side comparison of the company's reported reconciliation table and a custom 'Spruce Point' adjustment table to highlight the impact of specific accounting choices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
113
Uses a 'before-after' or 'expose-contradiction' style to contrast the company's claim of financial expertise with the nominee's actual background.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
114
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
115
The slide uses a table to highlight a deceleration in QoQ growth and a shift in revenue mix toward longer-term periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
116
The slide uses a table of analyst ratings and a pie chart to illustrate the 'comedic humor' in current market sentiment, pointing out the conflict of interest between Morgan Stanley and MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
117
The slide uses red callout boxes to highlight the negative trend in active ownership.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
118
Uses a 'villain critique' style to dismantle three specific broker reports (Barclays, JPMorgan, Wells Fargo) by highlighting their flawed investment theses.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
12
Includes a screenshot of a legal judgment document and a summary of the disciplinary council's findings.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
14
Spruce Point Capital Management branding (pine tree logo).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
08
The slide uses a strong 'villain' narrative, framing the company's strategy as illogical and deceptive.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique2 hits