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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 96,741
Current window 70,171-70,200
Pages 3,225
Rows per page 30
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70,171-70,200 of 96,741

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01
Slide 1
The visual metaphor of a decaying patient in a hospital bed with rats is intended to convey the firm's negative thesis on the company's health.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
This is a classic activist short thesis slide, focusing on the 'villain' (unsustainable economics) and the 'downside' (valuation gap).Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Uses a historical stock chart to validate the thesis by showing the decline of 2U after Spruce Point's report.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a stacked bar chart to show revenue composition over three fiscal years.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a combination of an organizational chart and a comparison table to explain complex financial and governance structures.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses a combination of tables and a bar chart to contrast compensation, operational efficiency, and stock performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a specific accounting adjustment to demonstrate that reported growth (15.6% EBITDA) is significantly lower (1.5%) when accounting for capitalized commissions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a comparison frame to highlight how accounting adjustments inflate reported earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a red arrow callout to specifically debunk the 2019 Non-GAAP figure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses red highlighting to draw attention to specific line items in two separate reconciliation tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a comparative table structure to show that while NICE offsets revenue add-backs with cost adjustments, Verint does not, implying lower quality earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses red boxes to highlight specific line items in the tables that the author takes issue with.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a bar chart to visually demonstrate the divergence between reported restructuring charges and actual severance payments over four fiscal years.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses a before-after framing to expose accounting discrepancies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a visual mapping technique to link specific individuals (Alexander, Kreinberg, Sorin) across Verint's early governance documents and SEC fraud charges.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses red arrows and dashed lines to visually connect the timeline of the SEC charges to the Verint CFO transition announcement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a press release excerpt as evidence of past governance failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a comparison table to frame current management behavior as a repetition of past accounting/governance failures.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide argues that the market's valuation of VRNT is misinformed due to aggressive accounting and inorganic revenue.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
99
Uses red boxes and arrows to link the table data to the 10-K text excerpt.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
100
Uses red boxes to highlight the specific line item being questioned across two different financial tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
101
Includes a bridge from total liquidity to net debt calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
102
The slide highlights a discrepancy in Net Debt and Adj. EBITDA figures, leading to a higher EV/EBITDA multiple (21.2x vs 15.4x).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
103
Uses a combination of a bar chart, a CEO quote, and a valuation table to highlight the discrepancy in market valuation relative to growth performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
104
Uses a contrast-principle framework to highlight the discrepancy between growth and valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
105
The slide uses three charts to show stock price, EV/Sales, and EV/EBITDA trends relative to historical averages.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
107
Includes a table of specific insider trades and a stock price chart annotated with sell icons.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
108
The table highlights the valuation gap between current market multiples and the firm's proposed lower-multiple scenario.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit