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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 11,071-11,100
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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11,071-11,100 of 96,741

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72
Uses screenshots of product documentation to frame a regulatory risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
74
The slide uses red underlining to highlight specific allegations of illegal activity.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
79
Uses a comparison table to highlight specific text changes in financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
83
Uses a direct quote from SEC correspondence to highlight a contradiction with actual financial performance.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
89
Includes a news snippet callout regarding Stride (LRN) to frame the risk of high capitalization.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
91
The slide uses direct quotes from 10-K filings to highlight the discrepancy between PowerSchool's accounting policy and its actual contract terms.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
97
The slide uses a waterfall-style bridge table to highlight accounting adjustments that inflate EBITDA.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
99
The slide uses a red callout box to highlight the shift in methodology and the resulting contradiction in management's assessment of impairment triggers.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
100
The slide uses a comparison frame to contrast 2022 and 2023 10-K disclosures, highlighting the shift to 'undiscounted cash flows'.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
103
The slide uses a yellow callout box to highlight the core thesis of executive flight.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
111
Highlights the conflict of interest between insiders/sponsors and public shareholders.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
112
Includes a 'Spruce Point Adjusted' row for PWSC to highlight valuation discrepancies.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
113
Includes a detailed valuation bridge table and a list of bearish catalysts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
06
The slide uses a yellow background for the main body and a red footer for a specific counter-argument regarding Berkshire Hathaway's position.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
09
The slide uses a 'myth vs. reality' structure to dismantle the bull case for FND.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
13
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate leverage ratios.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
15
Uses the 'contrast-pairs' framework to highlight the gap between Buffett's stated values and FND's operational reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
20
Uses red underlining and arrows to connect the executive's biography to specific past corporate failures.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
23
Uses a red arrow to link the CEO's quote to the 2004 sales figure and a red box to highlight the inflection point in store growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
24
The slide uses a 'villain' framing to attack the credibility of a specific board member.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
25
Uses screenshots of press releases/filings as evidence of past restatements.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
40
Uses screenshots of official Texas Department of Licensing and Regulation project pages as evidence.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
41
Uses MD&A excerpts to contrast company explanations with the activist's calculated run-rate.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
42
The slide highlights a discrepancy between reported minimum lease payments and actual binding obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
43
Highlights a discrepancy between lease commencement accounting and credit agreement debt definitions.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
45
The slide uses a before-and-after comparison of financial disclosures to demonstrate how lease obligations were previously obscured.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
46
The slide uses color-coded highlights (red for negative/warning, green for context) to emphasize the risk of underperforming new stores and the nature of the obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
47
The slide argues that long-term leases are a risk factor for the company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
52
Uses a 'before-after' framing to highlight a strategic shift that contradicts previous investor messaging.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test2 hits