slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,331-3,360
Pages 2,019
Rows per page 30
Component
3,331-3,360 of 60,568
16
The slide uses red highlighting to draw attention to the specific text removed from the 2021 disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
33
Uses a combination of press release excerpts and analyst commentary to build a case of potential fraud.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
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 Chain2 hits
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 Chain2 hits
93
The slide uses a table structure to contrast different public statements made by the company.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
100
The slide uses a table to contrast deal metrics and retention expenses, highlighting that retention payments represent a significant portion of acquired EBITDA and total cash spent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
114
Uses red arrows to connect specific data points in tables to the narrative callouts.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
126
The slide highlights a disconnect between market expectations and operational reality for Perion.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
29
Includes a specific callout box questioning the math behind new client revenue contribution.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy2 hits
44
Includes specific client-level data and methodology for revenue impact estimation.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
61
Uses a split-panel comparison structure with qualitative expert quotes to validate the strategic positioning of both firms.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
23
The slide uses a red flag icon and a red arrow callout to emphasize the contradiction between the company's stated progress and the low materiality ranking of ethics.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
34
The slide uses a red box to highlight the specific line item change in the financial tables.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
37
The slide uses a red flag icon to signal financial risk and a red arrow to emphasize the trend of increasing inventory strain.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
43
Includes a callout box with a red flag icon, a text block explaining methodology, a table of cash flow statements, and a table comparing cash from operations to EBITDA.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
55
Uses red boxes to highlight specific data points in tables to draw the reader's eye to the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
61
Uses a comparison table and callouts to highlight the shift from granular channel-specific commentary to aggregate commentary.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
100
Uses a red underline to highlight the specific text removed from the 2020 outlook in the 2022 version.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
122
Uses excerpts from financial statements of Saputo Europe and Saputo Australia to expose lack of transparency and low R&D spend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
130
Uses a table to show the progression of budget overruns leading to a project pause.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
134
The slide uses a comparison of two tables from different annual reports to show how the company changed its reporting methodology without clear disclosure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
138
The slide uses screenshots of EPA ECHO compliance history tables to provide evidence of environmental non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
139
The slide presents two tables tracking quarterly compliance status over 13 quarters for specific facility IDs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
140
The slide uses color-coded cells (blue for 'No Violation', yellow for 'Violation Identified') to visually flag non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
141
The slide presents two distinct data tables tracking quarterly compliance status for specific facilities.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
143
The slide highlights a specific discrepancy in debt reporting that impacts the calculated Enterprise Value.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
33
The slide uses a comparison table to show peer differentiation and a financial table to show the impact of book overdrafts on net cash.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
78
The slide uses a side-by-side comparison of financial tables to expose the 'two sets of earnings' narrative.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
85
The slide uses a table of analyst ratings, a pie chart of the recommendation mix, and two small tables showing revenue and EPS forecast revisions to argue that analysts are ignoring negative signals.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
89
The slide uses a red box to highlight the 'External Capital Required' and the resulting equity/debt split, and a red arrow to link the equity raise to the dilution table.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits