Matching slides 79,264
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69,691-69,720 of 79,264

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55
Uses a before/after comparison of presentation slides and a bar chart to show revenue growth.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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58
The slide uses a red flag icon and red callout boxes to correlate executive stock trading activity with traffic troughs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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62
Uses red callout boxes to highlight mathematical discrepancies in company disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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63
The slide uses a red flag icon to emphasize the discrepancy. It specifically calls out the shift in reporting methodology from 'new publishers' to 'YoY growth' as a potential obfuscation tactic.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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65
The slide uses a red callout box to highlight the management narrative shift, contrasting it with the quantitative decline shown in the line chart.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
66
The slide uses a red horizontal line at 1x as a visual threshold for bearish sentiment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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67
Uses a dual-axis chart to show the divergence between absolute deferred revenue and its percentage of total search revenue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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68
The slide uses a red flag icon to emphasize the 'alarming' nature of the data point at Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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69
The slide uses a red bar to visually emphasize the decline in Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
70
The slide uses a red highlight to draw attention to the specific data point of interest.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
71
Uses red callout boxes to highlight specific line items in a financial table.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
73
Uses a dual-axis chart (price and volume) with annotated callouts to link insider activity to financial performance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
79
The slide uses a table to perform a forensic audit of reported customer figures, pointing out mathematical inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
80
The slide uses red arrows to highlight the removal of source attribution and the shift in reporting categories.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
82
The slide uses a red callout box to highlight a mathematical impossibility in the reported customer growth figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
86
The slide uses a direct quote from the CEO to contrast against the company's reported operational savings figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
88
Uses a 'before-after' style comparison of revenue figures to expose a reporting hole.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
89
The slide uses red callout boxes and arrows to point out specific mathematical inconsistencies in the company's financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
90
Uses a 'before-after' style logic to expose a contradiction in historical financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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91
The slide uses a red callout box to highlight the lack of disclosure for the 'Land & Expand' metric.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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94
Uses red boxes and arrows to annotate the removal of specific claims and data points between two reporting periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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99
The slide uses a table to expose a potential contradiction between the company's claims of high-margin technology and the low multiples paid for acquisitions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
100
The slide uses a table to contrast deal metrics and retention expenses, highlighting that retention payments represent a significant portion of acquired EBITDA and total cash spent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
101
The slide highlights the lack of transparency regarding the breakdown of retention payments versus transaction costs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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102
The slide uses color coding (red/yellow) to highlight problematic valuations and settlement status.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
104
Uses red boxes and arrows to highlight specific line items in financial tables that contradict the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
106
Uses a contrast-pairs framework to highlight the discrepancy between historical performance and earn-out targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
113
The slide uses a screenshot of a Similarweb dashboard to highlight low traffic metrics.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
114
Uses red arrows to connect specific data points in tables to the narrative callouts.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
115
Uses red arrows to highlight the decline in publisher counts over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit