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72,391-72,420 of 96,741
49
The slide uses a table format to highlight the specific change in issuer counts across three reporting periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
Uses direct quotes to expose potential inconsistencies in corporate reporting regarding headcount growth.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
The slide uses a screenshot of an old brochure to prove the lack of updates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
52
The slide uses a screenshot of a website pop-up with an added red arrow and callout box to emphasize the lead generation tactic.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
The slide serves as evidence for the thesis that Bloomberg is a significant competitor in the ESG data space.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
The slide uses quotes from EU officials to build a case against current ESG rating practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
Includes footnotes referencing Council Mandate and European Parliament Proposal.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses a Q&A format to highlight the competitive advantage of MSCI's ESG ratings due to asset owner mandates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses a red box to highlight negative trends in organic revenue growth and retention rates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Spruce Point Capital Management branding (tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Uses Wayback Machine screenshots to prove content was scrubbed.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses screenshots of Twitter to cast doubt on the legitimacy of the company's growth metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Uses excerpts from a prospectus and shareholder table to substantiate claims of interconnectedness.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
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
66
The slide uses a red background for the 'Shady and/or Aggressive Accounting and Reporting' section to emphasize negative findings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
Uses a chronological timeline to highlight the contradiction between the acquisition pitch and later SEC filings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
Uses a table to contrast actual performance against qualitative claims from Barclays and RCA deal calls.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
Uses Wayback Machine screenshots as evidence of a corporate retraction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights the crowded nature of the CRE analytics market, which is a key part of the activist thesis against MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
Uses a red box and arrow to link the executive's presence in a deal presentation to her LinkedIn employment history showing a departure date.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide uses a table format to present Q&A pairs from an expert interview.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The table uses a highlight row for the subject transaction (RCA/MSCI) to draw attention to the outlier multiples.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
78
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
81
The table lists 12 M&A transactions from 2016 to 2023, showing target/acquiror, date, description, and available financial metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
84
Uses Wayback Machine screenshots as primary evidence to highlight the '1,000 clients' claim consistency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
85
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
86
Uses screenshots of the MSCI website to demonstrate a broken user experience/lack of content.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
87
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
88
Uses a side-by-side comparison to show the evolution of corporate messaging.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit