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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 6,331-6,360
Pages 355
Rows per page 30
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6,331-6,360 of 10,649

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08
This is a classic activist short thesis summary slide, highlighting both financial anomalies and governance/management concerns.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
09
The slide uses a dual-axis chart (share price and volume) overlaid with callout boxes to create a narrative of suspicious activity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
10
Includes red annotations (arrows and a question mark flag) highlighting the removal of specific text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses direct quotes from legal discovery to demonstrate the analyst's willingness to ignore accounting fraud to maintain management relationships.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
12
Uses Similarweb data to highlight a disconnect between public interest and core business utility.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
13
The tree icon is the logo of Spruce Point Capital Management.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
20
The slide uses a table to contrast historical disclosure specificity with current ambiguity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The table highlights Perion in red to emphasize its outlier status compared to the industry average.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
22
The slide uses red arrows to link the audit partner's filings to specific stock price charts showing sharp declines.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
23
Highlights the shift from a stricter policy to one with discretionary 'impractical' exemptions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights a discrepancy between cash raised and cash used, implying the company may be hiding financial issues.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
25
Includes a red flag graphic and a callout box highlighting the specific phrase 'preserve and increase our market competitiveness'.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
26
The table lists major shareholders, their location, investment style, position size, and recent buying/selling activity to support the thesis that 'smart money' growth investors are absent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The slide highlights a shift in compensation structure as a negative signal for insider alignment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
47
Uses a visual red arrow to highlight the reordering of risk disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
48
The slide uses red boxes and a red arrow to visually emphasize the negative trend in revenue per search per day.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
49
Uses red boxes and arrows to annotate inconsistencies in financial/operational reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
50
The slide uses color-coded cells in the 'Search Description' and 'MSFT Bing Referenced' rows to visually highlight inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
51
Uses a chronological comparison of disclosure text to demonstrate inconsistency.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
52
The slide uses a red flag callout to highlight the contradiction between management's past claims and current reporting practices.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
53
The slide uses a before-after comparison to highlight the discrepancy between rising revenue targets and deteriorating performance/increased risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
54
Uses a visual comparison of two lists to show the omission of Perion.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
55
Uses a before/after comparison of presentation slides and a bar chart to show revenue growth.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
56
Uses Wayback Machine screenshots to highlight the removal of a partner logo.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
57
Uses a direct quote from an earnings call to frame the contradiction.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
58
The slide uses a red flag icon and red callout boxes to correlate executive stock trading activity with traffic troughs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
59
Uses a table-like structure to contrast historical quotes against current business strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
60
The slide uses a table format to compare recent developments with historical 20-F risk factor disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
61
Uses a red arrow to visually connect the Q1 2022 data point to the text disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
62
Uses red callout boxes to highlight mathematical discrepancies in company disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit