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Matching slides 96,741
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10,981-11,010 of 96,741
18
The slide uses a comparison of 2021 vs 2022 10-K disclosures to show increased risk language.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
23
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
25
Uses a red '??' callout to highlight the missing disclosure of Qontigo in the Index segment, despite Qontigo's active presence there.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
32
Uses a CEO quote to highlight the operational burden of the company's new strategic direction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
37
Uses a CEO quote from 2016 to contrast with 2016-2023 performance data.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
43
Uses Wayback Machine screenshots to demonstrate corporate revisionism.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
45
Uses red and green arrows to highlight the contradiction between CFO commentary and actual financial performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
56
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
Uses a 'villain' framing by linking MSCI leadership to a network of alumni.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
64
Uses red circles and arrows to visually link dates and events across different press releases and LinkedIn profiles.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
70
The slide argues that the 20-year assumption is aggressive and provides a pro-forma adjustment to show the impact on net income.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
80
The slide uses a table to highlight the discrepancy between management's growth narrative and the actual financial data of the investment.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
82
Uses red highlighting to draw attention to specific problematic clauses in the quoted text.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
83
Uses a 'before-after' style juxtaposition of official disclosure vs. real-world executive commentary to highlight a contradiction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
89
Uses red callout boxes to annotate specific line items in the guidance table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
90
The slide uses a table to highlight the trend of dividend growth, specifically calling out the most recent 10.4% figure as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
91
Uses red callout boxes to highlight specific problematic phrasing in the definitions.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
94
The slide uses a red callout box to highlight the specific data point (Q2 2023 Non-Recurring revenue) and its impact on margins.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
95
The slide uses a chronological table to show how the definition of non-recurring revenue has shifted over time, implying a lack of transparency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
96
The slide argues that capitalized software costs are real cash costs that should not be ignored in EBITDA adjustments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
102
Uses SEC filing excerpts to frame the resignation as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
104
Uses a rhetorical question as a title and a direct challenge in a callout box.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
105
The slide uses a red callout box to emphasize the contradiction between company growth and declining audit fees.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
110
The slide uses a red box and a callout to emphasize the low and stagnant ownership levels of directors specifically.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
111
Uses red callouts to highlight specific points of contention regarding the nominee's experience and the committee's scope.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
112
The slide uses a side-by-side comparison of the company's reported reconciliation table and a custom 'Spruce Point' adjustment table to highlight the impact of specific accounting choices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
115
The slide uses a table to highlight a deceleration in QoQ growth and a shift in revenue mix toward longer-term periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
120
The slide uses two bar charts to contrast valuation multiples with growth rates, with MSCI highlighted in red.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
123
Uses a custom 'Dogs of ESG' framing to contrast with 'Blue Chip Thoroughbreds'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
13
Uses a visual 'before and after' comparison of a biography to show the removal of a specific role.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits