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Matching slides 96,741
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10,831-10,860 of 96,741
59
Uses a table-like structure to contrast historical quotes against current business strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
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 Chain2 hits
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 Chain2 hits
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
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
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
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
69
The slide uses a red bar to visually emphasize the decline in Q1'23.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
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 Chain2 hits
82
The slide uses a red callout box to highlight a mathematical impossibility in the reported customer growth figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
83
The slide uses a red callout box to emphasize the competitive threat and customer loss.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
88
Uses a 'before-after' style comparison of revenue figures to expose a reporting hole.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
89
The slide uses red callout boxes and arrows to point out specific mathematical inconsistencies in the company's financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
96
The slide uses red callouts and arrows to highlight the removal of specific metrics and vendor names in the 2022 disclosure compared to 2021.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
98
The slide uses a table to systematically list concerns, serving as a 'fraud-exposure' framework.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
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 Chain2 hits
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 Chain2 hits
107
The slide uses external social proof to validate the activist's thesis.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
110
Uses screenshots of outdated website content to undermine corporate narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
113
The slide uses a screenshot of a Similarweb dashboard to highlight low traffic metrics.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
116
The slide uses a red highlight to draw attention to the initial earn-out value and a yellow callout box to highlight the contradiction in the 2021 fair value.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
121
Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
124
The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
125
The chart shows a significant spike in 2021 followed by a decline, with the current level sitting above the long-term average line.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
01
The slide uses a 'reputation dashboard' metaphor to frame the activist thesis, including visual elements of rats and cockroaches to imply financial rot.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes2 hits
03
The slide uses a precedent table to establish credibility by showing past successful short campaigns.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes2 hits
11
The slide uses a two-part structure to attack both the CEO's track record and the company's international reporting transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
16
The slide uses yellow highlighting to draw attention to specific additions or changes in the risk factor language.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
20
Includes a visual arrow indicating growth deceleration.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
21
Uses a red arrow to visually connect the CEO's claim to the contradictory data point.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
22
Features red arrows pointing from the CEO's 15% revenue claim to the actual 13.4% and 12.9% figures in the table, highlighting the discrepancy.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
24
The slide uses a red callout box to highlight specific data points in the tables that support the thesis of slowing growth and competitive threat.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits