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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 6,361-6,390
Pages 355
Rows per page 30
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6,361-6,390 of 10,649

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63
The slide uses a red flag icon to emphasize the discrepancy. It specifically calls out the shift in reporting methodology from 'new publishers' to 'YoY growth' as a potential obfuscation tactic.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
64
The slide uses color-coded text (yellow highlights) to emphasize specific claims about publisher growth.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
65
The slide uses a red callout box to highlight the management narrative shift, contrasting it with the quantitative decline shown in the line chart.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
66
The slide uses a red horizontal line at 1x as a visual threshold for bearish sentiment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
67
Uses a dual-axis chart to show the divergence between absolute deferred revenue and its percentage of total search revenue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
68
The slide uses a red flag icon to emphasize the 'alarming' nature of the data point at Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
69
The slide uses a red bar to visually emphasize the decline in Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
70
The slide uses a red highlight to draw attention to the specific data point of interest.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
71
Uses red callout boxes to highlight specific line items in a financial table.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
72
The slide uses SEC Form 144 data to cast doubt on management's public outlook.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
73
Uses a dual-axis chart (price and volume) with annotated callouts to link insider activity to financial performance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
74
The slide uses a table format to present a dialogue between a Tegus client and a former Undertone executive.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
75
Spruce Point Capital Management branding (tree logo).Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
76
The slide uses a table format to systematically dismantle company claims.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
77
The slide uses a 'before-after' style logic to contrast the company's claims with the reality of the award criteria.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
78
Uses yellow highlighting to emphasize contradictory claims.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
79
The slide uses a table to perform a forensic audit of reported customer figures, pointing out mathematical inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
80
The slide uses red arrows to highlight the removal of source attribution and the shift in reporting categories.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
81
The slide uses red callout boxes to draw attention to the missing scale and the fine print disclaimer.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
82
The slide uses a red callout box to highlight a mathematical impossibility in the reported customer growth figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
83
The slide uses a red callout box to emphasize the competitive threat and customer loss.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
84
The slide uses a 'before-after' comparison to suggest that the company is inflating its narrative through increasingly complex visual representations.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
85
Uses red annotations and arrows to highlight discrepancies between two versions of a process diagram.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
86
The slide uses a direct quote from the CEO to contrast against the company's reported operational savings figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
87
The slide uses a table format to contrast various management statements over time, likely to be used in a later slide to expose inconsistencies or lack of substance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
88
Uses a 'before-after' style comparison of revenue figures to expose a reporting hole.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
89
The slide uses red callout boxes and arrows to point out specific mathematical inconsistencies in the company's financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
90
Uses a 'before-after' style logic to expose a contradiction in historical financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
91
The slide uses a red callout box to highlight the lack of disclosure for the 'Land & Expand' metric.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
92
The slide uses a table format to highlight specific quotes from earnings reports and calls, likely to expose inconsistencies or track performance claims over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit