slides · global inventory
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Matching slides 110,355
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Pages 3,679
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Component
43,321-43,350 of 110,355
09
The slide uses a dual-axis chart (share price and volume) overlaid with callout boxes to create a narrative of suspicious activity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
10
Includes red annotations (arrows and a question mark flag) highlighting the removal of specific text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses direct quotes from legal discovery to demonstrate the analyst's willingness to ignore accounting fraud to maintain management relationships.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
12
Uses Similarweb data to highlight a disconnect between public interest and core business utility.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
17
The slide uses a red callout box to emphasize the auditor's concern about 'significant judgment and subjectivity' in revenue recognition.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
18
The slide highlights Perion as an outlier in the bottom row of the data table, using red highlighting to draw attention to the discrepancy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide highlights Perion's outlier status (lowest R&D/Sales and lowest Stock Comp/Sales) using a red highlight row.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
20
The slide uses a table to contrast historical disclosure specificity with current ambiguity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The table highlights Perion in red to emphasize its outlier status compared to the industry average.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights a discrepancy between cash raised and cash used, implying the company may be hiding financial issues.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
25
Includes a red flag graphic and a callout box highlighting the specific phrase 'preserve and increase our market competitiveness'.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
26
The table lists major shareholders, their location, investment style, position size, and recent buying/selling activity to support the thesis that 'smart money' growth investors are absent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The slide highlights a shift in compensation structure as a negative signal for insider alignment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
28
The slide highlights the long tenure of the current auditors (since 2005 and 2015) to suggest a need for rotation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
30
The slide uses a 'villain' framing technique to suggest the CEO's narrative is curated or misleading.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
31
The slide uses red boxes and arrows to draw attention to the specific contradictions in the text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
32
Uses a side-by-side comparison of a biography snippet and an SEC filing announcement to highlight a potential reputational risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
34
The slide uses excerpts from a legal complaint to highlight financial misconduct.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
36
Uses stock charts to visually demonstrate value destruction during the CEO's tenure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
40
The slide uses a table to contrast the CEO's compensation timeline with his resignation date to imply opportunistic behavior.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
44
Uses a visual arrow to point from a missing entry in a list to the actual press release text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
46
The slide uses red boxes and arrows to highlight the deceleration in guidance increases compared to Q1 2022.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
47
Uses a visual red arrow to highlight the reordering of risk disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
48
The slide uses red boxes and a red arrow to visually emphasize the negative trend in revenue per search per day.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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 Victory1 hit
87
Uses a 'before-after' or 'contradiction' table structure to highlight the gap between CEO rhetoric and operational reality.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The table segments peers into 'Pure Gas' and 'Pure Water' categories to demonstrate the valuation discrepancy.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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 Victory1 hit
90
Includes a detailed SOTP valuation table and a list of qualitative concerns regarding the natural gas and water business segments.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The chart shows WTRG equity (blue) vs. debt (white) and a bond index (red) normalized to April 2020.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit