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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 69,661-69,690
Pages 2,643
Rows per page 30
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18 30 60

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69,661-69,690 of 79,264

filter-aware
03
The slide uses a comparison table to establish credibility by showing past successful short calls.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a numbered flag list to structure a chronological argument.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
08
This is a classic activist short thesis summary slide, highlighting both financial anomalies and governance/management concerns.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
09
The slide uses a dual-axis chart (share price and volume) overlaid with callout boxes to create a narrative of suspicious activity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
14
Includes an annotation on the chart indicating a change in corporate policy/strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
15
The slide uses a bar chart for historical trend and a table for peer benchmarking to highlight the anomaly.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
18
The slide highlights Perion as an outlier in the bottom row of the data table, using red highlighting to draw attention to the discrepancy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide highlights Perion's outlier status (lowest R&D/Sales and lowest Stock Comp/Sales) using a red highlight row.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The table highlights Perion in red to emphasize its outlier status compared to the industry average.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights a discrepancy between cash raised and cash used, implying the company may be hiding financial issues.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The slide highlights a shift in compensation structure as a negative signal for insider alignment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
46
The slide uses red boxes and arrows to highlight the deceleration in guidance increases compared to Q1 2022.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
48
The slide uses red boxes and a red arrow to visually emphasize the negative trend in revenue per search per day.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
49
Uses red boxes and arrows to annotate inconsistencies in financial/operational reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
50
The slide uses color-coded cells in the 'Search Description' and 'MSFT Bing Referenced' rows to visually highlight inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
53
The slide uses a before-after comparison to highlight the discrepancy between rising revenue targets and deteriorating performance/increased risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
66
The slide uses a red highlight for WTRG's column in the table to emphasize the contrast with peers.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a 'before-after' style comparison of historical company statements against the activist's critique.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses a flow-chart style to imply a Ponzi-like structure.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide uses a cumulative performance chart and a growth table to highlight the widening gap between cash flow and dividend obligations.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a dual-axis chart to show the decline in DRIP participation alongside the number of shareholders.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a side-by-side comparison of financial tables to expose the 'two sets of earnings' narrative.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses red boxes to draw attention to the discrepancy between 'Target' and 'Actual' performance metrics.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a table for historical trend and a bar chart for peer benchmarking.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a table of analyst ratings, a pie chart of the recommendation mix, and two small tables showing revenue and EPS forecast revisions to argue that analysts are ignoring negative signals.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The table segments peers into 'Pure Gas' and 'Pure Water' categories to demonstrate the valuation discrepancy.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a red box to highlight the 'External Capital Required' and the resulting equity/debt split, and a red arrow to link the equity raise to the dilution table.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
Includes a detailed SOTP valuation table and a list of qualitative concerns regarding the natural gas and water business segments.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The chart shows WTRG equity (blue) vs. debt (white) and a bond index (red) normalized to April 2020.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit