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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 44,011-44,040
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

44,011-44,040 of 110,355

filter-aware
16
Uses a waterfall-style bridge to visualize management's growth claims, which the activist then refutes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Includes a screenshot of the company's product list and a bar chart showing market share distribution.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
The slide uses three charts to establish a baseline growth rate for the K-12 sector prior to COVID-19.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
The slide highlights that technology spending growth significantly outpaced total budget growth in all three districts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
Includes a bar chart showing a spike in budgetary resources and a table detailing the three ESSER funding bills.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a table to demonstrate the 'explosion' in tech spending, specifically highlighting the Y/Y% growth rates.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses Google Trends data to argue against analyst optimism.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Uses two line charts to show mobile and desktop traffic trends, highlighting a temporary peak followed by a decline.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The table highlights a specific impact calculation for weeks 15-18 of 2024, isolating the Beyoncé-driven traffic boost.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
Uses red arrows to draw visual comparisons between specific items in the Beyoncé imagery and the Boot Barn website results.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses screenshots of search results and articles to contradict the company's implied narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses green highlighting in the table to emphasize positive responses confirming the thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The table uses color-coded highlights (red for negative/lack of interest, green for positive/interest) to emphasize the findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses color-coded highlights (green for positive/neutral, red for negative/contradictory) to emphasize findings about customer demand and the novelty of the inquiry.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The table uses color-coded highlights (green for positive/neutral, red for negative/lack of interest) to emphasize findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a 'before-after' or 'evidence-based' structure to contrast a bio with historical restatement records.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses a primary source press release to establish a pattern of poor oversight.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses screenshots of a corporate bio and a short-seller report to establish a conflict of interest or lack of oversight.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
Uses a red arrow to visually link the LinkedIn claim to the contradictory IPO disclosure text.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
Uses a red arrow to connect the biography text to the specific news announcement.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a biographical snippet from a corporate website to frame the CEO's history as a pattern of association with failing businesses.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
Uses a news clipping and a photo of the new office to illustrate corporate excess.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses a yellow callout box for the main thesis and a red callout box for a specific observation about brand changes.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a combination of tables and a bar chart to demonstrate the growth of JG's commissions despite the company's strategic pivot away from the brands he represents.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Uses a table to contrast guidance vs actuals, with red callouts highlighting specific accounting concerns.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a red box to highlight the 'What We Don't Do' section of the compensation philosophy, specifically pointing out the lack of a clawback policy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses a red box highlight on BOOT's growth metrics to emphasize the discrepancy between its valuation and its actual performance relative to peers.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide argues that current valuations are inflated by non-repeatable COVID-era trends.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a table of analyst ratings and a pie chart to contrast market sentiment with the author's thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a standard valuation bridge format to justify a short thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit