slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 10,951-10,980
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10,951-10,980 of 96,741
18
The slide uses a 'guilt by association' tactic, showing a LinkedIn 'like' to link a corporate figure to a controversial advocacy group.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
21
Uses a side-by-side comparison to imply a negative association.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
23
Uses a 'guilt by association' rhetorical strategy.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
24
Uses a screenshot of a YouTube video as evidence of the relationship.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
26
The slide uses screenshots of social media and articles to point out a specific linguistic pattern used by the company's leadership.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
27
The table highlights that ELF trades at higher EV/Sales and EV/EBITDA multiples compared to the peer average, justified by higher growth rates.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
06
The slide uses a traffic-light color coding system (yellow, red, grey) to organize the thesis components.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction2 hits
10
This is a classic activist short-seller slide focusing on accounting irregularities and lack of transparency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
16
The slide uses a red arrow callout to emphasize the negative trend in the most recent four quarters.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
21
Uses a funnel diagram to map expert commentary against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
24
The slide uses red boxes to highlight the 2023E projections for comparison against actuals mentioned in the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
27
The slide uses a screenshot of a Zillow investor presentation to highlight the discrepancy between past promises and current silence.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
38
Includes a highlighted excerpt from a news source regarding the verdict.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
39
Includes a direct quote from a legal filing/precedent regarding anti-competitive conduct.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
40
The slide uses a red color to highlight the U.S. and the non-U.S. average for contrast.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
52
Uses a quote-based structure to highlight a potential deceptive practice by the company.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
57
Uses a quote from a Zillow Flex agent to undermine the company's growth narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
58
Includes a red-circled comparison of revenue figures and a quote from Redfin's Q2'23 earnings call to support the argument of declining conversion rates.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
60
Includes a screenshot of a Zillow contact form highlighting a pre-checked box as evidence of the alleged dark pattern.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
69
Uses news headlines as evidence of acquisition strategy; highlights competitive friction in the real-time touring space.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
72
The slide uses yellow highlighting to emphasize specific claims about growth and competitor weakness.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
79
The slide uses highlighting and underlining to draw attention to specific contractual language changes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
82
The slide uses red boxes to highlight specific data points in a table to draw attention to the trend.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
83
The slide highlights the divergence between operating performance and compensation costs.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
86
Uses a quote-vs-data structure to highlight management's lack of transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
89
The slide highlights the discrepancy between reported earnings and earnings adjusted for capital spent on share buybacks.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
93
The slide uses red arrows to connect the SEC filing text regarding the new CFO's age (37) to Korn Ferry's benchmark data showing the average CFO age is 54.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits
95
The slide uses a table to break down voting power by share class for specific founders.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 2 hits