Matching slides 79,264
Current window 70,021-70,050
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all

Component

70,021-70,050 of 79,264

filter-aware
03
The slide uses a precedent table to establish credibility by showing a past successful short thesis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a numbered list format to present five distinct arguments for the short thesis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
The slide uses a list-based structure to systematically dismantle the company's financial reporting integrity.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
Uses a waterfall-style bridge to visualize management's growth claims, which the activist then refutes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Includes a screenshot of the company's product list and a bar chart showing market share distribution.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
The slide uses three charts to establish a baseline growth rate for the K-12 sector prior to COVID-19.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
The slide highlights that technology spending growth significantly outpaced total budget growth in all three districts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
Includes a bar chart showing a spike in budgetary resources and a table detailing the three ESSER funding bills.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a red dashed box to highlight the cessation of growth reporting and the decline in BOOT's SSS.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Uses a before-after framing to highlight a contradiction in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a line chart comparing DIO across four companies and six photos of store interiors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
Uses a 'CEO quote vs. Data' structure to highlight inventory mismatch.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
42
The slide uses a combination of a stacked bar chart and a summary table to highlight operational decline and strategic risk.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Analyze DataLoop · So What Cascade1 hit
44
Uses a before-and-after comparison to highlight a change in reporting methodology.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
48
Uses a before-after visual comparison to expose a contradiction in the company's narrative regarding its digital marketing leadership.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Before-After1 hit
51
Uses Wayback Machine data to track historical social media performance.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a timeline-style progression of charts to show declining guidance metrics.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Uses RSI (14) as a technical indicator to support the 'overbought' thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Uses a combination of tables and callouts to contrast management quotes with quantitative data.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses a line chart with an overlaid red arrow to suggest a peak/decline trend.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Uses two line charts to show mobile and desktop traffic trends, highlighting a temporary peak followed by a decline.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The table highlights a specific impact calculation for weeks 15-18 of 2024, isolating the Beyoncé-driven traffic boost.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a combination of tables and a bar chart to demonstrate the growth of JG's commissions despite the company's strategic pivot away from the brands he represents.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Uses a table to contrast guidance vs actuals, with red callouts highlighting specific accounting concerns.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a red box to highlight the 'What We Don't Do' section of the compensation philosophy, specifically pointing out the lack of a clawback policy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses a red box highlight on BOOT's growth metrics to emphasize the discrepancy between its valuation and its actual performance relative to peers.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide argues that current valuations are inflated by non-repeatable COVID-era trends.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a table of analyst ratings and a pie chart to contrast market sentiment with the author's thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a standard valuation bridge format to justify a short thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit