Matching slides 18,554
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14,011-14,040 of 18,554

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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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
84
Uses Wayback Machine screenshots as primary evidence to highlight the '1,000 clients' claim consistency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
92
Uses a chronological table to highlight the shift in management communication strategy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
93
The slide uses quotes from earnings calls to demonstrate management's admission of cost reallocation practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
98
Uses direct quotes from SEC filings to demonstrate the potential for accounting manipulation.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
100
The slide uses a side-by-side comparison of 2019-2021 vs 2022 financial reporting language to expose a change in accounting disclosure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
101
Uses side-by-side press release excerpts to frame the departure as suspicious.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
103
Uses a screenshot of a LinkedIn job posting as evidence of the vacancy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
109
Uses a combination of corporate governance disclosure and SEC press release to establish a link between a director and a company's regulatory failure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
113
Uses a 'before-after' or 'expose-contradiction' style to contrast the company's claim of financial expertise with the nominee's actual background.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
116
The slide uses a table of analyst ratings and a pie chart to illustrate the 'comedic humor' in current market sentiment, pointing out the conflict of interest between Morgan Stanley and MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
The slide uses a table to show the decline in net earnings margin from 16.9% in 2021 to 6.3% in 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses a direct quote from an earnings call to contradict management's narrative.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a combination of qualitative sentiment analysis (Glassdoor) and quantitative workforce data to support the thesis.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses news clippings and press release summaries to frame a competitor as a threat.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a line chart to show regional backlog trends and highlights a specific footnote from a press release to suggest management is obfuscating performance.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a comparison table to show the specific wording change between 2021 and 2022 annual reports.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Highlights the discrepancy in DSO calculation methodologies between WSP and its peer Stantec.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a table to contrast ERP costs with employee benefit costs, specifically calling out a negative value in Q4 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The slide uses a comparison table to contrast reported results with 'Spruce Point Adjusted' results, highlighting that the adjusted figures align more closely with street estimates.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a precedent to validate the thesis that WSP is engaging in similar accounting practices.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses a two-column layout to contrast corporate policy with specific allegations.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses a screenshot of a corporate filing to prove the existence of a hidden subsidiary.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Uses a comparative structure to contrast two different earnings call transcripts.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses red boxes to highlight specific line items in the cash flow statement and a callout box to emphasize the lack of footnote disclosure.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit