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Matching slides 96,741
Current window 72,331-72,360
Pages 3,225
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72,331-72,360 of 96,741
59
The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
61
The slide uses a matrix to illustrate a coercive business practice, framing it as a contradiction to Zillow's public-facing partner program.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
62
The table highlights that in most markets, the average home value triggers the higher 40% fee band, suggesting a systematic price hike.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
64
The slide uses highlighted text within quotes to emphasize specific strategic points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
65
The slide uses a 'Super App' ecosystem diagram to illustrate the vision, which is then undermined by the bulleted critique.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses a Q&A format to present an expert interview, highlighting the friction between Zillow's 'Super App' strategy and the operational reality of real estate agents.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
67
The slide uses a side-by-side comparison of two investor presentation slides to point out the removal of data points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
68
Uses yellow highlighting to emphasize key critical points within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
70
The slide uses a 'Tegus' interview to provide qualitative evidence of a business risk.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
71
This is a classic activist investor thesis slide, using a logo as a visual anchor.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses yellow highlighting to draw attention to specific claims, likely to facilitate later critique or contradiction.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses color-coded text (yellow highlights) to emphasize specific negative claims about Zillow and the industry landscape.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
77
The chart shows a significant spike in Homes.com traffic in Q3 2023 followed by a stabilization.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
78
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a callout box to frame the data as 'concerning' due to 'liberal revenue recognition policies'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses yellow highlighting to draw attention to the specific language in Zillow's 10-K that allows for management discretion.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The table highlights Zillow's high SBC/Adj. EBITDA ratio (115.3%) and SBC/Revenue ratio (23.2%) compared to the peer median.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The chart uses a red bar to visually distinguish Zillow (Z) from its peers.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses qualitative employee feedback to contradict management's compensation strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a red box to highlight the significant increase in stock-based compensation from 2017 to 2023.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses a callout box to link RSU data to the diluted share count calculation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a table to highlight long-tenured directors and committee overlaps.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses direct quotes from Zillow's proxy statement to expose governance weaknesses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a screenshot of an auditor's report to suggest potential accounting concerns.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
Spruce Point Capital Management branding (tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
99
The slide uses a red box to highlight the discrepancy between historical performance and projected growth/margins.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
100
The slide uses a table of analyst ratings and a pie chart to visualize the lack of bearish sentiment despite negative company news.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
101
The table includes a detailed reconciliation from Adjusted EBITDA to Free Cash Flow.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
102
The slide highlights that Zillow's Adj. EBITDA is heavily impacted by stock-based compensation, arguing for FCF-based valuation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit