slides · global inventory
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Matching slides 110,355
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43,381-43,410 of 110,355
87
The slide uses a table format to contrast various management statements over time, likely to be used in a later slide to expose inconsistencies or lack of substance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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88
Uses a 'before-after' style comparison of revenue figures to expose a reporting hole.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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89
The slide uses red callout boxes and arrows to point out specific mathematical inconsistencies in the company's financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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91
The slide uses a red callout box to highlight the lack of disclosure for the 'Land & Expand' metric.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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92
The slide uses a table format to highlight specific quotes from earnings reports and calls, likely to expose inconsistencies or track performance claims over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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93
The slide uses a table structure to contrast different public statements made by the company.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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94
Uses red boxes and arrows to annotate the removal of specific claims and data points between two reporting periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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95
Uses visual arrows to connect conflicting data points across two different time periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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96
The slide uses red callouts and arrows to highlight the removal of specific metrics and vendor names in the 2022 disclosure compared to 2021.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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99
The slide uses a table to expose a potential contradiction between the company's claims of high-margin technology and the low multiples paid for acquisitions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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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
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101
The slide highlights the lack of transparency regarding the breakdown of retention payments versus transaction costs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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102
The slide uses color coding (red/yellow) to highlight problematic valuations and settlement status.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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103
Uses red boxes and arrows to highlight the specific contradictory text segments.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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104
Uses red boxes and arrows to highlight specific line items in financial tables that contradict the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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105
The slide uses red arrows to highlight specific suspicious details in the audit document excerpt.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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106
Uses a contrast-pairs framework to highlight the discrepancy between historical performance and earn-out targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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107
The slide uses external social proof to validate the activist's thesis.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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110
Uses screenshots of outdated website content to undermine corporate narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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112
Uses screenshots of social media profiles to undermine the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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113
The slide uses a screenshot of a Similarweb dashboard to highlight low traffic metrics.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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114
Uses red arrows to connect specific data points in tables to the narrative callouts.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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115
Uses red arrows to highlight the decline in publisher counts over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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116
The slide uses a red highlight to draw attention to the initial earn-out value and a yellow callout box to highlight the contradiction in the 2021 fair value.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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117
The slide uses a Q&A format to expose contradictions in Perion's messaging and business model.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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118
The slide uses a Q&A format to highlight potential weaknesses in Perion's business model and product differentiation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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119
The slide uses a table format to present a Q&A dialogue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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121
Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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124
The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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125
The chart shows a significant spike in 2021 followed by a decline, with the current level sitting above the long-term average line.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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