slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 43,741-43,770
Pages 3,679
Rows per page 30
Component
43,741-43,770 of 110,355
17
The slide uses screenshots of LinkedIn posts to establish a connection between the subject and the company being analyzed.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
18
The slide uses a 'guilt by association' tactic, showing a LinkedIn 'like' to link a corporate figure to a controversial advocacy group.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
19
Uses social media screenshots to imply an inappropriately close relationship or 'insider' language.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
20
The slide uses social proof to validate a business relationship.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
23
Uses a 'guilt by association' rhetorical strategy.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
24
Uses a screenshot of a YouTube video as evidence of the relationship.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
25
The slide uses a table format to present evidence from three distinct media sources (NYT, NY Post, Vanity Fair) to validate the claim.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
26
The slide uses screenshots of social media and articles to point out a specific linguistic pattern used by the company's leadership.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
27
The table highlights that ELF trades at higher EV/Sales and EV/EBITDA multiples compared to the peer average, justified by higher growth rates.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The table uses a scenario-based valuation approach to calculate downside risk.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
11
The slide uses a red border to highlight critical risk areas.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
17
The slide uses yellow highlighting to emphasize critical points in the executive's quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
18
The slide uses red highlighting to emphasize critical quotes and a red callout box at the bottom to connect the interview to management's recent disclosures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
19
Uses yellow highlighting to emphasize critical negative sentiment from the interviewee.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
21
Uses a funnel diagram to map expert commentary against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
22
Includes a red strikethrough/annotation over the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses red boxes to highlight the 2023E projections for comparison against actuals mentioned in the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
25
The slide uses a 'before-after' or 'expose contradiction' structure by juxtaposing Zillow's growth claims with historical data and operational metrics.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses yellow highlighting to emphasize specific 'growth' buzzwords within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
27
The slide uses a screenshot of a Zillow investor presentation to highlight the discrepancy between past promises and current silence.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses a contrast-principle to highlight the discrepancy between management's growth narrative and the actual negative growth metrics.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
29
The chart shows quarterly data from Q1 2016 to Q4 2024.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Aha Moment1 hit
30
Highlights the shift in reporting segments between 2022 and 2023 to mask declining Premier Agent performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Aha Moment1 hit
31
The slide uses a Q&A format to present expert testimony.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
32
The slide uses a table format to present a dialogue between an interviewer and a broker.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
34
The slide uses a combination of narrative critique, a news clipping, and financial data to frame management as incompetent.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
35
The slide uses a table to highlight the poor financial performance of the Mortgages segment compared to other segments.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
37
Uses executive quotes to establish the business model's reliance on buyer-agent leads.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
38
Includes a highlighted excerpt from a news source regarding the verdict.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
39
Includes a direct quote from a legal filing/precedent regarding anti-competitive conduct.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit