slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 72,361-72,390
Pages 3,225
Rows per page 30
Component
72,361-72,390 of 96,741
01
The slide uses visual metaphors of rats and cockroaches to imply corruption or 'shady' business practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
The slide uses a table to establish credibility by citing past successful short campaigns.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
07
Uses expert interviews and financial metrics to argue that MSCI's growth is stalling and margins are being artificially supported.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
09
The slide uses a two-column layout with key themes on the left and detailed supporting arguments on the right.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
The slide uses a sidebar-body layout common in activist presentations to summarize key arguments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The slide highlights a negative trend in client growth, specifically calling out the Q3 2023 decline with a red highlight.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Uses a 'CFO quote vs. data' structure to highlight a discrepancy in business performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses highlighting to emphasize specific criticisms regarding ethics, customer treatment, and fee hikes.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
Uses a table format to contrast executive quotes against the activist's thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide highlights a contradiction between MSCI's expensive acquisitions and the reality of increased competitive pressure in those specific segments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
The slide uses four pie charts to segment churn drivers by product category (Index, Analytics, ESG & Climate, Private Assets).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
Uses red text and a red line to highlight contradictory statements from the CFO.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
26
Uses quotes from Deutsche Börse leadership to frame Qontigo as a direct competitor to MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
Uses a side-by-side comparison of disclosure texts to expose a gap in MSCI's reporting.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
The slide uses a combination of a line chart for market share trends and a table for revenue growth comparison to illustrate the competitive threat to MSCI's primary client.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
The chart shows a clear downward trend in average fees from 2016 to Q3'23.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
The slide uses highlighted text within quotes to emphasize key points about cost, flexibility, and self-indexing.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
33
The table lists 18 ETFs categorized by theme, with their Bloomberg index tickers and the index owner.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
34
Includes a callout box highlighting specific prospectus risks and an image of a Congressional letter.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
36
The slide uses a Q&A format to present qualitative evidence of business maturity and client friction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
The slide highlights a negative trend in organic sales growth, retention rate, and EBITDA margin.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
39
Uses red arrows to visually link expert commentary about commoditization to the specific legacy acquisitions in the table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
Uses a 'before-after' style logic (or 'thesis-antithesis') to frame the industry shift from 'brain power' to 'data management'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
41
The slide uses a 'talent drain' narrative to imply institutional weakness or competitive disadvantage.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
Spruce Point Capital Management branding (pine tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
The slide uses screenshots of news articles as primary evidence to support the thesis of an 'ESG backlash'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
46
The slide uses a table to contrast specific quarterly and annual disclosures, highlighting the recurring mention of 'increased capitalization of expenses' as an offset to rising costs.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
Uses a table structure to juxtapose regulatory disclosures against executive commentary.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a before-after comparison to highlight a specific change in corporate messaging.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
103
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, adjusted for debt and cash.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit