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Matching slides 118,471
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79,621-79,650 of 118,471
08
This is a classic activist short thesis summary slide, highlighting both financial anomalies and governance/management concerns.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
09
The slide uses a dual-axis chart (share price and volume) overlaid with callout boxes to create a narrative of suspicious activity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses direct quotes from legal discovery to demonstrate the analyst's willingness to ignore accounting fraud to maintain management relationships.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
12
Uses Similarweb data to highlight a disconnect between public interest and core business utility.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide highlights Perion's outlier status (lowest R&D/Sales and lowest Stock Comp/Sales) using a red highlight row.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
20
The slide uses a table to contrast historical disclosure specificity with current ambiguity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
22
The slide uses red arrows to link the audit partner's filings to specific stock price charts showing sharp declines.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
23
Highlights the shift from a stricter policy to one with discretionary 'impractical' exemptions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights a discrepancy between cash raised and cash used, implying the company may be hiding financial issues.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
26
The table lists major shareholders, their location, investment style, position size, and recent buying/selling activity to support the thesis that 'smart money' growth investors are absent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
30
The slide uses a 'villain' framing technique to suggest the CEO's narrative is curated or misleading.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
33
Uses a combination of press release excerpts and analyst commentary to build a case of potential fraud.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
34
The slide uses excerpts from a legal complaint to highlight financial misconduct.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
35
Uses a red callout box to highlight the contradiction between the legal allegations and the CEO's bio.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
38
Uses red boxes and arrows to visually connect the two biographies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
40
The slide uses a table to contrast the CEO's compensation timeline with his resignation date to imply opportunistic behavior.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
42
Uses a combination of narrative text and a LinkedIn profile screenshot to establish a pattern of questionable hiring.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
45
Uses screenshots from Wayback Machine and YouTube to contrast official filings with public marketing.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
46
The slide uses red boxes and arrows to highlight the deceleration in guidance increases compared to Q1 2022.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
50
The slide uses color-coded cells in the 'Search Description' and 'MSFT Bing Referenced' rows to visually highlight inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
52
The slide uses a red flag callout to highlight the contradiction between management's past claims and current reporting practices.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
53
The slide uses a before-after comparison to highlight the discrepancy between rising revenue targets and deteriorating performance/increased risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
54
Uses a visual comparison of two lists to show the omission of Perion.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
55
Uses a before/after comparison of presentation slides and a bar chart to show revenue growth.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
56
Uses Wayback Machine screenshots to highlight the removal of a partner logo.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
57
Uses a direct quote from an earnings call to frame the contradiction.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
60
The slide uses a table format to compare recent developments with historical 20-F risk factor disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
61
Uses a red arrow to visually connect the Q1 2022 data point to the text disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
90
Includes a detailed SOTP valuation table and a list of qualitative concerns regarding the natural gas and water business segments.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The chart shows WTRG equity (blue) vs. debt (white) and a bond index (red) normalized to April 2020.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit