slides · global inventory
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Matching slides 96,741
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72,001-72,030 of 96,741
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
18
The slide uses highlighted text within the table cells to emphasize negative trends in advertiser spend and geographic performance.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
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
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
26
Uses quotes from IAS executives to demonstrate competitive threat.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
27
Uses a combination of direct quotes from financial filings and analyst commentary to build a bearish case.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
28
Uses a Q&A table format to present expert testimony.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
30
Uses a direct quote comparison to highlight a potential misrepresentation by the company.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
31
Uses a callout box to connect the quote to a previous argument about product suitability.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
34
Uses a screenshot of a past website version to expose a change in marketing claims.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
36
The slide uses patent diagrams to undermine the company's claims of technological complexity.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
37
The slide uses a table format to present interview transcripts, with key negative sentiments highlighted in yellow.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
40
Uses a table-like structure to contrast official 10-K language with various CEO/CFO statements and external analyst commentary.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
42
The slide uses a Q&A format to present negative feedback from a market participant.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
45
The slide uses a two-column layout to contrast expert analysis with whistleblower claims.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
46
The slide highlights the change in risk disclosure language between two periods.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 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
51
Uses red arrows to highlight the 'International Growth' component in both historical and current strategy slides.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
52
Uses a screenshot of a Wayback Machine capture to prove the company's previous claims about leadership structure.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses red highlighting to emphasize 'No Address' entries, signaling office closures or lack of transparency.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
65
Uses a timeline-style table to contrast corporate messaging with expert testimony.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
66
Uses Wayback Machine screenshots to contrast '800+ clients' with '200+ large global brands'.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit