slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,841-6,870
Pages 619
Rows per page 30
Component
6,841-6,870 of 18,554
72
Uses a 'gotcha' style layout with red boxes highlighting contradictory statements.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
73
The slide uses a quote from a 2019 earnings call to frame the contradiction against the revenue data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
77
Uses a 'before-after' style comparison of 2013 vs 2023 claims to highlight inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
78
Uses a quote from a company executive to expose a potential inconsistency in business performance metrics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
29
Includes a quote from a former director to support the thesis of margin manipulation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
56
Includes a quote from a former Omnitracs sales director to support the thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
59
Includes a quote from a Tegus interview to support the thesis of OEM disruption.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
68
The slide uses red text within the quote to emphasize specific phrases that support the activist's thesis of management lowering expectations.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
Includes a screenshot of a CNBC interview with the CEO as a visual anchor for the 'hype' argument.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
82
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing a company document (left) with executive quotes (right).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
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 Inaction2 hits
37
Uses a CEO quote from 2016 to contrast with 2016-2023 performance data.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
58
The slide uses a red box to highlight negative trends in organic revenue growth and retention rates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
22
Includes a red strikethrough/annotation over the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
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 · Evidence2 hits
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 · Evidence2 hits
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 Monster2 hits
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 Monster2 hits
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 Monster2 hits
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 Monster2 hits
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 2 hits
18
Uses a specific calculation (A/E) to challenge the CEO's narrative of 'disciplined' acquisition growth.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
43
Uses a 'CEO quote vs reality' structure to highlight the contradiction.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
52
Uses a 'before-after' style logic to expose management's aggressive accounting.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
16
Uses a 'villain' narrative framing by linking the CEO to a pattern of failed/fraudulent companies.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
22
Uses a comparison of store formats and design to critique management's expansion strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
23
Uses a CEO quote to set up a contradiction with the competitive landscape table.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
27
Uses a visual 'not equal' sign to emphasize the contradiction between marketing channels.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
28
Uses a screenshot of a YouTube video as a testimonial/customer voice.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
29
Includes a red 'X' over a historical chart to emphasize the removal of data disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits