slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 71,101-71,130
Pages 3,683
Rows per page 30
Component
71,101-71,130 of 110,471
118
Uses a 'villain critique' style to dismantle three specific broker reports (Barclays, JPMorgan, Wells Fargo) by highlighting their flawed investment theses.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The slide uses a sum-of-parts (SOP) valuation framework to justify a short thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
123
Uses a custom 'Dogs of ESG' framing to contrast with 'Blue Chip Thoroughbreds'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
WSP Global Inc. (WSP)WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a red border to emphasize the 'Strong Sell' nature of the report.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a sidebar-body layout common in activist investor presentations to summarize key thesis points.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
Includes a screenshot of a legal judgment document and a summary of the disciplinary council's findings.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a combination of qualitative sentiment analysis (Glassdoor) and quantitative workforce data to support the thesis.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
The slide uses a red box to highlight the specific clause that was removed.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Uses a direct 'claim vs. challenge' layout with red callout boxes to highlight discrepancies.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The table calculates equity value and share price across four scenarios (Low/Street for both Sales and EBITDA multiples).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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
04
PowerSchool Holdings, Inc. (PWSC)PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a yellow background to highlight the core thesis text.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a numbered list to present a thesis of short-selling, focusing on regulatory risk, revenue inflation, aggressive capitalization, and goodwill impairment.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
22
The slide uses a 9.3x growth annotation to highlight the 2019-2021 spike.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Includes a red circle annotation around the third point and a green starburst graphic for emphasis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Includes a bar chart of per-student expenditure and a table of expenditure distribution by functional area.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Includes a screenshot of the legal complaint and highlighted excerpts from the filing.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
Uses excerpts from legal filings to highlight potential liability under the California Invasion of Privacy Act (CIPA).PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The slide uses a red callout box to emphasize the core allegation and a yellow box to provide the legal context and specific prohibitions.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a list format to present legal precedents as evidence of structural governance risks.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a high-contrast red callout box to highlight the core investment thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
07
The slide uses a 'guilt by association' framing to undermine the credibility of the current leadership team.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
11
The slide uses a sidebar-body layout common in activist investor presentations to highlight key risks.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
24
Uses a combination of transcript excerpts and a visual chart to expose the company's shifting narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
25
Uses red callout boxes to highlight contradictions in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
30
Uses a red 'X' overlay on a screenshot of a financial document to emphasize the removal of disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 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