Matching slides 96,741
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72,541-72,570 of 96,741

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The slide uses a table format to pair district leadership names with their respective quotes regarding budget constraints.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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42
The slide uses a table to expose a contradiction between management's growth narrative and actual contract data.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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46
The slide uses an OECD dataset to argue that international markets are less lucrative for PowerSchool due to lower per-student spending.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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50
The slide uses a timeline diagram from the company's own investor presentation to highlight that the 'AI-powered' features are in the 2024-2026 horizon, contradicting the immediate TAM expansion narrative.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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52
The slide uses customer reviews to undermine the company's product quality claims.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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The slide serves as a visual repository of primary source documents obtained via FOIA requests.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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55
Spruce Point Capital Management branding (pine tree logo).PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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Includes a screenshot of the legal complaint and highlighted excerpts from the filing.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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59
Includes a screenshot of a legal complaint (Bate et al v. Securly, Inc.) as supporting evidence.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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65
The slide uses a red callout box for the thesis and a yellow box for the supporting evidence.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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70
The slide uses two 'Sales Order Form' screenshots as primary evidence to support the claim of racial targeting and regulatory violation.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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75
The slide uses the Spruce Point Capital Management logo (the pine tree) as a visual anchor.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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76
The slide uses a red background for 'Eliminated Disclosure' cells to emphasize the negative nature of the changes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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77
Includes a warning about the resignation of the Chief Accounting Officer shortly after a disclosure change.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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78
The slide highlights a discrepancy between revenue growth and accounts receivable growth, using a table to demonstrate the trend.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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The slide highlights a 'New High' for PWSC in Q4'23.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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81
The slide uses color-coded highlighting (green and red) to draw attention to specific text changes in the company's financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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82
Uses red boxes to highlight specific line items in the reconciliation table and arrows to connect them to critical commentary.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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84
Uses two tables from financial statements to highlight the discrepancy between cash outflows for software development and the add-backs in non-GAAP metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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85
The slide uses a table to compare forecasted vs actual amortization and highlights the growing 'Thereafter' bucket as a percentage of total expenses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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86
The slide highlights the removal of specific line items like 'Amortization of capitalized product development costs' in the 2023 statement compared to the 2021 statement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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87
The slide uses a comparison table to show how the company changed its reporting methodology, implying potential pressure from investors.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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88
The slide uses a table to highlight an accounting discrepancy where the subject company (PWSC) shows higher capitalization rates than the peer median.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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90
The slide argues that PowerSchool's capitalization practices inflate Adj. EBITDA and suggests a more conservative approach for comparability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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92
Uses a direct quote from the 10-K to support the argument that the liability functions as debt.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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94
Includes a screenshot of a company slide showing a deleveraging chart, contrasted with a custom Spruce Point adjustment table.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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95
The slide uses a red box to emphasize the Net Debt/LTM EBITDA Adjusted column, specifically pointing out PowerSchool's 6.6x ratio compared to peers.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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96
The slide uses a 'Spruce Point Adjusted' calculation to challenge the company's reported metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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98
Includes a screenshot of an SEC comment letter and a snippet of the company's balance sheet.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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101
The slide uses a peer group to establish a 'median impairment' benchmark and applies it to the target company (PWSC) to demonstrate financial risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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