Matching slides 118,471
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79,651-79,680 of 118,471

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62
Uses red callout boxes to highlight mathematical discrepancies in company disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
63
The slide uses a red flag icon to emphasize the discrepancy. It specifically calls out the shift in reporting methodology from 'new publishers' to 'YoY growth' as a potential obfuscation tactic.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
65
The slide uses a red callout box to highlight the management narrative shift, contrasting it with the quantitative decline shown in the line chart.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
66
The slide uses a red horizontal line at 1x as a visual threshold for bearish sentiment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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67
Uses a dual-axis chart to show the divergence between absolute deferred revenue and its percentage of total search revenue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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68
The slide uses a red flag icon to emphasize the 'alarming' nature of the data point at Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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69
The slide uses a red bar to visually emphasize the decline in Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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71
Uses red callout boxes to highlight specific line items in a financial table.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
72
The slide uses SEC Form 144 data to cast doubt on management's public outlook.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
73
Uses a dual-axis chart (price and volume) with annotated callouts to link insider activity to financial performance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
78
Uses yellow highlighting to emphasize contradictory claims.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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79
The slide uses a table to perform a forensic audit of reported customer figures, pointing out mathematical inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
84
The slide uses a 'before-after' comparison to suggest that the company is inflating its narrative through increasingly complex visual representations.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
85
Uses red annotations and arrows to highlight discrepancies between two versions of a process diagram.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
86
The slide uses a direct quote from the CEO to contrast against the company's reported operational savings figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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90
Uses a 'before-after' style logic to expose a contradiction in historical financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
91
The slide uses a red callout box to highlight the lack of disclosure for the 'Land & Expand' metric.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
93
The slide uses a table structure to contrast different public statements made by the company.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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94
Uses red boxes and arrows to annotate the removal of specific claims and data points between two reporting periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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95
Uses visual arrows to connect conflicting data points across two different time periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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99
The slide uses a table to expose a potential contradiction between the company's claims of high-margin technology and the low multiples paid for acquisitions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
100
The slide uses a table to contrast deal metrics and retention expenses, highlighting that retention payments represent a significant portion of acquired EBITDA and total cash spent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
101
The slide highlights the lack of transparency regarding the breakdown of retention payments versus transaction costs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
102
The slide uses color coding (red/yellow) to highlight problematic valuations and settlement status.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
103
Uses red boxes and arrows to highlight the specific contradictory text segments.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
104
Uses red boxes and arrows to highlight specific line items in financial tables that contradict the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
105
The slide uses red arrows to highlight specific suspicious details in the audit document excerpt.Perion Network Ltd. (PERI) · Spruce Point Capital Management
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112
Uses screenshots of social media profiles to undermine the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
114
Uses red arrows to connect specific data points in tables to the narrative callouts.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
115
Uses red arrows to highlight the decline in publisher counts over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit