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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 43,771-43,800
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

43,771-43,800 of 110,355

filter-aware
40
The slide uses a red color to highlight the U.S. and the non-U.S. average for contrast.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
41
The chart highlights the U.S. as an outlier in buyer agent usage compared to other developed economies.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
42
The slide uses a comparison of agent-to-transaction ratios to argue for a potential decline in the US agent population, negatively impacting Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
45
The slide uses yellow highlighting to draw attention to specific parts of the CEO's quote regarding regulatory compliance and consumer choice.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
47
Uses a testimonial to contradict the company's narrative or highlight the financial risk of the transition.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
48
The slide uses yellow highlighting to emphasize critical operational hurdles (low conversion rates, profitability timelines, and agent dependency).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
49
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
50
The slide uses a table format to contrast Spruce Point questions with Zillow Flex agent responses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses color-coded highlighting (yellow) to emphasize key takeaways within the quote.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
52
Uses a quote-based structure to highlight a potential deceptive practice by the company.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
53
The slide uses a Q&A format to expose the low quality of leads generated by Zillow and Realtor.com.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
54
The slide uses a Q&A format to present qualitative evidence of agent dissatisfaction and business disruption.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses yellow highlighting to emphasize key negative outcomes and competitive pressures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
56
The slide uses a quote to highlight a structural bottleneck in Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Includes a red-circled comparison of revenue figures and a quote from Redfin's Q2'23 earnings call to support the argument of declining conversion rates.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
60
Includes a screenshot of a Zillow contact form highlighting a pre-checked box as evidence of the alleged dark pattern.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
61
The slide uses a matrix to illustrate a coercive business practice, framing it as a contradiction to Zillow's public-facing partner program.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
62
The table highlights that in most markets, the average home value triggers the higher 40% fee band, suggesting a systematic price hike.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
63
Uses Redfin marketing materials to frame a critique of Zillow's transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
64
The slide uses highlighted text within quotes to emphasize specific strategic points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
65
The slide uses a 'Super App' ecosystem diagram to illustrate the vision, which is then undermined by the bulleted critique.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses a Q&A format to present an expert interview, highlighting the friction between Zillow's 'Super App' strategy and the operational reality of real estate agents.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
67
The slide uses a side-by-side comparison of two investor presentation slides to point out the removal of data points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
68
Uses yellow highlighting to emphasize key critical points within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
69
Uses news headlines as evidence of acquisition strategy; highlights competitive friction in the real-time touring space.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
70
The slide uses a 'Tegus' interview to provide qualitative evidence of a business risk.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
72
The slide uses yellow highlighting to emphasize specific claims about growth and competitor weakness.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit