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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 6,751-6,780
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

6,751-6,780 of 10,649

filter-aware
30
Highlights the shift in reporting segments between 2022 and 2023 to mask declining Premier Agent performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Aha Moment1 hit
31
The slide uses a Q&A format to present expert testimony.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
32
The slide uses a table format to present a dialogue between an interviewer and a broker.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
33
Uses a table to present historical management quotes alongside a critique of their credibility.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
34
The slide uses a combination of narrative critique, a news clipping, and financial data to frame management as incompetent.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
35
The slide uses a table to highlight the poor financial performance of the Mortgages segment compared to other segments.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
36
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
37
Uses executive quotes to establish the business model's reliance on buyer-agent leads.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
38
Includes a highlighted excerpt from a news source regarding the verdict.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
39
Includes a direct quote from a legal filing/precedent regarding anti-competitive conduct.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
40
The slide uses a red color to highlight the U.S. and the non-U.S. average for contrast.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
41
The chart highlights the U.S. as an outlier in buyer agent usage compared to other developed economies.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
42
The slide uses a comparison of agent-to-transaction ratios to argue for a potential decline in the US agent population, negatively impacting Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
45
The slide uses yellow highlighting to draw attention to specific parts of the CEO's quote regarding regulatory compliance and consumer choice.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
46
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
47
Uses a testimonial to contradict the company's narrative or highlight the financial risk of the transition.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
48
The slide uses yellow highlighting to emphasize critical operational hurdles (low conversion rates, profitability timelines, and agent dependency).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
49
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
50
The slide uses a table format to contrast Spruce Point questions with Zillow Flex agent responses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses color-coded highlighting (yellow) to emphasize key takeaways within the quote.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
52
Uses a quote-based structure to highlight a potential deceptive practice by the company.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
53
The slide uses a Q&A format to expose the low quality of leads generated by Zillow and Realtor.com.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
54
The slide uses a Q&A format to present qualitative evidence of agent dissatisfaction and business disruption.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses yellow highlighting to emphasize key negative outcomes and competitive pressures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
56
The slide uses a quote to highlight a structural bottleneck in Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
57
Uses a quote from a Zillow Flex agent to undermine the company's growth narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Includes a red-circled comparison of revenue figures and a quote from Redfin's Q2'23 earnings call to support the argument of declining conversion rates.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit