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slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 41,521-41,550
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

41,521-41,550 of 110,355

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71
The slide uses a 'before-after' style comparison of current vs historical valuation metrics.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a sum-of-the-parts valuation approach to justify a bearish price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a 'before-after' style logic to expose the gap between reported and organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
12
The slide uses a red arrow callout to explain a specific accounting change (ASC 606) in 2019.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
13
Uses a before-after comparison of reported vs. adjusted metrics to highlight the impact of accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
14
The slide uses a before-and-after comparison of performance metrics to highlight potential manipulation of executive compensation targets.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
19
Includes a table of specific insider trades and a stock price chart with sell markers.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
20
The table highlights a discrepancy between acquisition spend ($971.4M cumulative) and flat FCF/Share growth (-1.0% CAGR), while insider sales and compensation remain significant.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
22
The slide uses a comparative bar chart approach to highlight a specific strategic pivot by a competitor (NICE) via acquisition.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
32
Spruce Point Capital Management activist deck slide.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
33
Uses a quote from an earnings call to contrast with the data showing increased acquisition spending.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
35
The slide uses a combination of visual data (stacked bar) and textual evidence (10-K excerpts) to build a narrative of corporate mismanagement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
37
Uses a combination of CEO quote, historical stock performance, and sales growth data to highlight a pattern of M&A failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
38
Includes a detailed table of acquisitions and a summary table of financial impact.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
41
The slide uses a 'Spruce Point' branding and presents a forensic accounting argument regarding organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The table shows a breakdown of revenue by acquisition per quarter, totaling to a bottom-line quarterly sum.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses a table to bridge reported GAAP figures to organic estimates, followed by a bar chart visualizing the growth delta.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses a red arrow and question mark to highlight the discrepancy between analyst assumptions and actual historical revenue data.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a 'cite_precedent' strategy to validate the activist's own thesis by highlighting that another institutional investor shares similar concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a dense two-column text layout to document a chronological sequence of events intended to demonstrate bad faith by the target company's management.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a bridge-style calculation to isolate organic growth from inorganic acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses a combination of narrative critique and a direct excerpt from the 10-K to highlight accounting aggression.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a red box to highlight the specific footnote in the company's own presentation that reveals the accounting practice being criticized.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses a before-and-after comparison of executive compensation targets to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The chart highlights the divergence between the sector ETF and the company stock.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a specific accounting adjustment to demonstrate that reported growth (15.6% EBITDA) is significantly lower (1.5%) when accounting for capitalized commissions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a comparison frame to highlight how accounting adjustments inflate reported earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a before-after comparison of reported vs. adjusted metrics to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit