Matching slides 10,649
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6,721-6,750 of 10,649

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28
The table uses a scenario-based valuation approach to calculate downside risk.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
Slide 1
The image uses a 'villain' framing technique by associating the company with a run-down property and vermin.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
02
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide uses a 'precedent' framework to establish credibility by showing past performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
04
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
05
Standard Spruce Point Capital Management branding.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
06
This is a classic activist short thesis slide, focusing on 'broken promises' and 'aggressive accounting'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red text to highlight critical negative findings.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
The slide uses red text to highlight key negative impacts on Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a red border to highlight the critical nature of the text, which focuses on business model risks and volatility.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a yellow background to highlight critical arguments against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
11
The slide uses a red border to highlight critical risk areas.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
The slide uses red text to highlight key claims regarding competitive threats and financial accounting practices.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
13
The slide uses a yellow background to highlight specific areas of concern, likely as part of a 'fraud-exposure' or 'villain-critique' narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
14
The slide uses a red border to highlight the content as a critical summary of the activist thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
15
The slide uses a numbered list format to present specific inquiries to management, typical of activist investor decks.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
16
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
17
The slide uses yellow highlighting to emphasize critical points in the executive's quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
18
The slide uses red highlighting to emphasize critical quotes and a red callout box at the bottom to connect the interview to management's recent disclosures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
19
Uses yellow highlighting to emphasize critical negative sentiment from the interviewee.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
20
The slide uses a table format to present a Q&A style interview.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
21
Uses a funnel diagram to map expert commentary against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
22
Includes a red strikethrough/annotation over the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
23
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses red boxes to highlight the 2023E projections for comparison against actuals mentioned in the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
25
The slide uses a 'before-after' or 'expose contradiction' structure by juxtaposing Zillow's growth claims with historical data and operational metrics.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses yellow highlighting to emphasize specific 'growth' buzzwords within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
27
The slide uses a screenshot of a Zillow investor presentation to highlight the discrepancy between past promises and current silence.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses a contrast-principle to highlight the discrepancy between management's growth narrative and the actual negative growth metrics.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
29
The chart shows quarterly data from Q1 2016 to Q4 2024.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Aha Moment1 hit