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 72,511-72,540
Pages 3,225
Rows per page 30
Component
72,511-72,540 of 96,741
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
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
10
The slide outlines a bearish thesis on PowerSchool based on school district budget constraints.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
The slide uses a narrative structure to link a corporate acquisition to potential regulatory non-compliance.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
The slide uses a list-based structure to systematically dismantle the company's financial reporting integrity.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Slide 13 of an activist deck.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
Uses a red flag icon to point to the 1997 founding date and a red callout box to critique the company's narrative.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Includes a screenshot of the company's product list and a bar chart showing market share distribution.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
The slide uses three charts to establish a baseline growth rate for the K-12 sector prior to COVID-19.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
Includes a bar chart showing a spike in budgetary resources and a table detailing the three ESSER funding bills.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a table to demonstrate the 'explosion' in tech spending, specifically highlighting the Y/Y% growth rates.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
27
Uses FOIA request as primary evidence for contract loss.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Uses FOIA data to challenge the company's reported investor metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The chart highlights the decline of PowerSchool (red line) relative to 'Others' (green line) and smaller competitors.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a combination of industry news and primary source documentation (invoice) to validate a claim of customer churn.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a collage of news clippings to establish a narrative of competitive pressure.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The table contains 25 rows of data across 9 columns, totaling 225 data points.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide highlights a trend of declining technology spending, particularly in districts with declining enrollment, and suggests this is a precursor to further pressure in 2025.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a causal chain diagram to illustrate the link between ESSER funding expiration and job losses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a three-column layout to categorize districts by their financial outlook.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
38
The slide uses a sequential process flow to explain the 'fiscal cliff' response strategy.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
Uses a news clipping and a photo of the new office to illustrate corporate excess.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a combination of tables and a bar chart to demonstrate the growth of JG's commissions despite the company's strategic pivot away from the brands he represents.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide argues that current valuations are inflated by non-repeatable COVID-era trends.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 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