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slides · global inventory

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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 43,441-43,470
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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43,441-43,470 of 110,355

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48
Uses LinkedIn headcount data as a proxy for business health of private partners.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
49
The slide uses a red callout box to highlight the core accusation of non-standard accounting practices.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
51
Uses red arrows to highlight the 'International Growth' component in both historical and current strategy slides.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
52
Uses a screenshot of a Wayback Machine capture to prove the company's previous claims about leadership structure.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
53
Uses a comparison table structure to contrast DoubleVerify's lack of disclosure with Integral Ad Science's disclosure.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses red highlighting to emphasize 'No Address' entries, signaling office closures or lack of transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
57
Includes a table of implied revenue and growth metrics alongside a table of management statements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Uses a red strikethrough to visually emphasize the change in terminology between reporting periods.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses yellow highlighting to emphasize specific concerns regarding revenue recognition processes and IT dependency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
60
The slide uses a table to contrast conflicting statements over time, specifically pointing out the shift from 'total revenue' to 'direct/measurement revenue' as the denominator.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
61
Uses a visual timeline/comparison structure to highlight a lack of transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
62
Uses a red arrow to visually highlight the removal of 'Audit Bureau of Circulations' from the 2022 disclosure compared to 2021.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
63
Uses screenshots of search results from ABC.org to prove the loss of accreditation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
65
Uses a timeline-style table to contrast corporate messaging with expert testimony.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
66
Uses Wayback Machine screenshots to contrast '800+ clients' with '200+ large global brands'.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
67
Uses a before-after comparison of CEO statements to expose a contradiction in business scale.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
68
Uses a red callout box to highlight the contradiction between public messaging and underlying financial/operational reality.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
69
Uses Wayback Machine as a source to verify pre-acquisition executive presence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
73
The slide uses a dense paragraph format to highlight financial discrepancies and accounting adjustments related to an acquisition.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
74
Uses direct quotes from SEC filings to expose accounting inconsistencies.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
75
The slide uses red boxes to highlight the Investing and Financing sections of the cash flow statement to show the absence of the expected payment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
76
The slide uses a pro-forma table to demonstrate how a $2.8M expense adjustment reconciles the reported $0.18 EPS to the consensus $0.14 EPS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
79
The chart uses red icons to denote insider selling events.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
80
The slide uses a red callout box to highlight the timing of sales relative to the 'international growth story' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
83
The slide uses a red highlight for the single 'Neutral' rating to contrast with the 'Buy'/'Outperform'/'Overweight' consensus.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The table uses color coding to highlight DoubleVerify's outlier status in the 'Ad Verification' category.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide highlights that DV's valuation multiples (EV/Sales, EV/EBITDA, etc.) are significantly higher than the peer average, suggesting overvaluation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a red flag icon to emphasize the bearish thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a 'long/short' thesis structure, pairing a long position in IAS with a short position in DV.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a Q&A format to present qualitative evidence from an industry expert.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit