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 3,391-3,420
Pages 2,019
Rows per page 30
Component
3,391-3,420 of 60,568
52
The slide uses a side-by-side table comparison to expose a competitive weakness in Samsara's enterprise/government segment.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
The slide uses a two-part table structure: annual fiscal year data and quarterly breakdown to estimate churn.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
73
Uses direct quotes from proxy statements to expose management's justification for compensation changes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
78
The slide uses a screenshot of a fund fact sheet to contrast the fund's stated 'Unconstrained Approach' with the actual exclusion of a major industry player.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
27
Uses a side-by-side comparison of disclosure texts to expose a gap in MSCI's reporting.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
108
The slide uses red boxes and arrows to highlight the increase in 'Total Net Sales' weighting from 17.5% in 2018 to 40% in 2023.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
112
The slide uses a side-by-side comparison of the company's reported reconciliation table and a custom 'Spruce Point' adjustment table to highlight the impact of specific accounting choices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
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 · Evidence2 hits
90
Uses a callout box to link RSU data to the diluted share count calculation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
20
Uses a direct quote from an earnings call to contradict management's narrative.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
30
Uses a comparison table to show the specific wording change between 2021 and 2022 annual reports.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
31
Uses red callouts to emphasize the removal of disclosures and audit testing procedures.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Highlights the discrepancy in DSO calculation methodologies between WSP and its peer Stantec.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
37
The slide uses a table to contrast ERP costs with employee benefit costs, specifically calling out a negative value in Q4 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
50
Uses red boxes to highlight specific line items in the cash flow statement and a callout box to emphasize the lack of footnote disclosure.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
51
Uses side-by-side comparison of Yahoo Finance and Bloomberg data to highlight reporting discrepancies.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
52
Uses a 'before-after' style logic to expose management's aggressive accounting.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
55
The slide uses a red line to visually connect the reported 1.5x ratio to the adjusted 2.3x ratio.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
60
Uses red boxes and arrows to connect table data to specific critical questions/contradictions.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
48
Uses two tables to contrast revenue composition across two time periods.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
72
Uses screenshots of product documentation to frame a regulatory risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
77
Includes a warning about the resignation of the Chief Accounting Officer shortly after a disclosure change.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
82
Uses red boxes to highlight specific line items in the reconciliation table and arrows to connect them to critical commentary.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
Uses two tables from financial statements to highlight the discrepancy between cash outflows for software development and the add-backs in non-GAAP metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
86
The slide highlights the removal of specific line items like 'Amortization of capitalized product development costs' in the 2023 statement compared to the 2021 statement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
101
The slide uses a peer group to establish a 'median impairment' benchmark and applies it to the target company (PWSC) to demonstrate financial risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
35
Uses a red dashed box to highlight the cessation of growth reporting and the decline in BOOT's SSS.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
39
Uses a before-after framing to highlight a contradiction in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
82
The slide uses a combination of tables and a bar chart to demonstrate the growth of JG's commissions despite the company's strategic pivot away from the brands he represents.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
The slide uses a red box to highlight the 'What We Don't Do' section of the compensation philosophy, specifically pointing out the lack of a clawback policy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits