slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 68,191-68,220
Pages 2,643
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Component
68,191-68,220 of 79,264
72
The slide uses a sum-of-the-parts valuation approach to justify a bearish price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a dense, text-heavy format typical of activist short reports to establish a comprehensive negative thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a bulleted list format to present five distinct pillars of the short thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
06
The slide uses a 'before-after' style logic to expose the gap between reported and organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
07
Uses red arrows to connect management's guidance changes to the 'cookie jar' reserve calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
08
Uses a table to calculate organic vs reported revenue beats and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
10
The slide uses a table to contrast revenue and margin targets, highlighting a specific footnote as the source of the alleged misrepresentation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
11
Uses a combination of a table and callout boxes to visually demonstrate the 'revenue benefit' and 'earnings benefit' derived from accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
12
The slide uses a red arrow callout to explain a specific accounting change (ASC 606) in 2019.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
13
Uses a before-after comparison of reported vs. adjusted metrics to highlight the impact of accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
14
The slide uses a before-and-after comparison of performance metrics to highlight potential manipulation of executive compensation targets.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
19
Includes a table of specific insider trades and a stock price chart with sell markers.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
20
The table highlights a discrepancy between acquisition spend ($971.4M cumulative) and flat FCF/Share growth (-1.0% CAGR), while insider sales and compensation remain significant.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
22
The slide uses a comparative bar chart approach to highlight a specific strategic pivot by a competitor (NICE) via acquisition.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
23
The slide uses a before-after framing to contrast the post-acquisition performance of two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
28
Uses a side-by-side comparison of company-reported data vs. third-party platform data to highlight a discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
31
The slide uses a red box to highlight the discrepancy between total acquisition spend and incremental growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
32
Spruce Point Capital Management activist deck slide.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
33
Uses a quote from an earnings call to contrast with the data showing increased acquisition spending.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
35
The slide uses a combination of visual data (stacked bar) and textual evidence (10-K excerpts) to build a narrative of corporate mismanagement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
37
Uses a combination of CEO quote, historical stock performance, and sales growth data to highlight a pattern of M&A failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
38
Includes a detailed table of acquisitions and a summary table of financial impact.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
41
The slide uses a 'Spruce Point' branding and presents a forensic accounting argument regarding organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The table shows a breakdown of revenue by acquisition per quarter, totaling to a bottom-line quarterly sum.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses a table to bridge reported GAAP figures to organic estimates, followed by a bar chart visualizing the growth delta.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a combination of bankruptcy filings and earnings call transcripts to highlight a discrepancy between reported organic momentum and acquired revenue potential.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a press release excerpt and a supporting data table comparing guidance changes to estimated acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to calculate organic vs. inorganic revenue performance and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit