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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 42,211-42,240
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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42,211-42,240 of 110,355

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14
Uses a mapping technique to link specific growth claims to critical assessments.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Uses a call-and-response format to contrast management's past statements with current reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
Uses visual evidence (red boxes and lines) to connect website footer links to specific login pages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses a series of visual 'cards' to present evidence of organizational separation.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
Uses a red callout box to highlight the mathematical inconsistency in the company's financial reporting.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
26
Uses a bridge-style calculation to adjust reported Q3 2020 revenue.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red arrows to visually connect guidance quotes to actual result quotes.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses red boxes to highlight declining growth rates and quotes from 10-K filings to emphasize the contradiction between seasonal expectations and actual performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses red boxes to highlight the specific YTD comparison columns.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
Includes a red box annotation highlighting the -25% and -1% growth figures for Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses a callout box to highlight a specific risk factor and includes excerpts from credit agreements to demonstrate the shift from EBITDA-based covenants to cash burn-based covenants.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide uses a Q&A format to undermine the 'bullish' narrative surrounding Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a Q&A format to present negative sentiment regarding Magnite's competitive moat and sales force quality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
37
The slide uses a Q&A format to present a negative customer sentiment regarding the company's value proposition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
Uses a combination of biographical data, a primary source excerpt, and a stock price chart to build a narrative of management incompetence/dishonesty.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
40
Uses a 'before-after' style mapping of professional experience to stock performance and negative news events.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a comparison table to contrast Frankenberg's roles at AOL and Daw Technologies, emphasizing his failure to disclose the latter.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
Uses a 'before-after' style layout to contrast current sentiment with past legal findings.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
Uses visual metaphors (golden goose vs. dog) to contrast company performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
The slide uses red 'sell' icons overlaid on a stock price line chart to visually correlate insider selling with price movements.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Uses Bloomberg terminal screenshots to highlight valuation divergence.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
The table highlights Magnite's 23.9% sales growth and 13.6x forward sales multiple compared to peer averages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
The table calculates price targets based on 6.5x-8.5x revenue multiples, resulting in a 27-46% downside from the current price of $27.30.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
Uses a 'before-after' or 'contradiction' layout where the left side is the source document and the right side is the rebuttal.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
85
The slide uses Bloomberg terminal-style charts to highlight valuation multiple expansion.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
86
The slide uses a red circle to highlight negative revenue surprises, contrasting them with the green-colored positive EPS surprises.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
87
The table highlights that Avery Dennison (AVY) trades at higher multiples compared to the average of its peers, with Spruce Point's adjusted figures showing an even higher premium.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
88
Spruce Point Capital Management activist deck slide.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
89
Includes detailed adjustments for liabilities and commentary on consensus estimates vs. Spruce Point's view.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit