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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 43,801-43,830
Pages 3,679
Rows per page 30
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43,801-43,830 of 110,355

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15
The slide highlights a negative trend in client growth, specifically calling out the Q3 2023 decline with a red highlight.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
The slide uses a red arrow callout to emphasize the negative trend in the most recent four quarters.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Uses a 'CFO quote vs. data' structure to highlight a discrepancy in business performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
The slide uses a comparison of 2021 vs 2022 10-K disclosures to show increased risk language.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses highlighting to emphasize specific criticisms regarding ethics, customer treatment, and fee hikes.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
Uses a table format to contrast executive quotes against the activist's thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses yellow highlighting to draw attention to specific claims, likely to facilitate later critique or contradiction.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses color-coded text (yellow highlights) to emphasize specific negative claims about Zillow and the industry landscape.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
77
The chart shows a significant spike in Homes.com traffic in Q3 2023 followed by a stabilization.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
79
The slide uses highlighting and underlining to draw attention to specific contractual language changes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a callout box to frame the data as 'concerning' due to 'liberal revenue recognition policies'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses yellow highlighting to draw attention to the specific language in Zillow's 10-K that allows for management discretion.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses red boxes to highlight specific data points in a table to draw attention to the trend.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The table highlights Zillow's high SBC/Adj. EBITDA ratio (115.3%) and SBC/Revenue ratio (23.2%) compared to the peer median.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The chart uses a red bar to visually distinguish Zillow (Z) from its peers.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses a quote-vs-data structure to highlight management's lack of transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses qualitative employee feedback to contradict management's compensation strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a red box to highlight the significant increase in stock-based compensation from 2017 to 2023.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide highlights the discrepancy between reported earnings and earnings adjusted for capital spent on share buybacks.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses a callout box to link RSU data to the diluted share count calculation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a 'Research Interview' format to provide qualitative evidence of management failure.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses red arrows to connect the SEC filing text regarding the new CFO's age (37) to Korn Ferry's benchmark data showing the average CFO age is 54.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a table to highlight long-tenured directors and committee overlaps.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses direct quotes from Zillow's proxy statement to expose governance weaknesses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a red box to highlight the discrepancy between historical performance and projected growth/margins.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
100
The slide uses a table of analyst ratings and a pie chart to visualize the lack of bearish sentiment despite negative company news.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
101
The table includes a detailed reconciliation from Adjusted EBITDA to Free Cash Flow.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
103
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, adjusted for debt and cash.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit