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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 69,721-69,750
Pages 2,643
Rows per page 30
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18 30 60

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69,721-69,750 of 79,264

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116
The slide uses a red highlight to draw attention to the initial earn-out value and a yellow callout box to highlight the contradiction in the 2021 fair value.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
120
This is a section divider slide for an activist investor presentation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
121
Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
124
The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
125
The chart shows a significant spike in 2021 followed by a decline, with the current level sitting above the long-term average line.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
126
The slide highlights a disconnect between market expectations and operational reality for Perion.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
127
The slide uses a valuation bridge structure to arrive at an implied share price and percentage downside.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
04
Uses a stock chart with annotated events to highlight the CEO's exit timing relative to share price performance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
07
The slide uses a red border to emphasize the 'Strong Sell' thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
08
Uses a 'before-after' or 'causal-chain' logic to link specific corporate actions to stock price movements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
09
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed evidence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
10
This is a classic activist short-seller thesis slide, using a sidebar-body layout to structure arguments.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
12
The slide uses a two-part structure to highlight accounting issues and growth concerns.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
13
The slide uses a three-part structure to build a case against the company's integrity and valuation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
14
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
17
The slide uses a table to compare reported vs consensus revenue and guidance ranges over time.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
Uses red arrow to visually highlight the shift in reporting scope.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
20
Includes a visual arrow indicating growth deceleration.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
22
Features red arrows pointing from the CEO's 15% revenue claim to the actual 13.4% and 12.9% figures in the table, highlighting the discrepancy.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
23
Uses a combination of quote-based contradiction and a quantitative bridge table to prove the thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses a red callout box to highlight specific data points in the tables that support the thesis of slowing growth and competitive threat.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
25
Uses color-coded highlights and parenthetical analyst commentary to expose inconsistencies in management's growth narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
29
The slide uses a table to show the trend of programmatic revenue and the increasing concentration of revenue from two specific partners, culminating in a 'No Disclosure' cell for 2022.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
35
Uses red highlighting to emphasize negative trends in DV's patent data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
39
The slide uses a comparison table to highlight the lack of transparency in DV's reporting compared to IAS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
48
Uses LinkedIn headcount data as a proxy for business health of private partners.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
49
The slide uses a red callout box to highlight the core accusation of non-standard accounting practices.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
57
Includes a table of implied revenue and growth metrics alongside a table of management statements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses yellow highlighting to emphasize specific concerns regarding revenue recognition processes and IT dependency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
60
The slide uses a table to contrast conflicting statements over time, specifically pointing out the shift from 'total revenue' to 'direct/measurement revenue' as the denominator.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit