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

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Matching slides 41,127
Current window 18,601-18,630
Pages 1,371
Rows per page 30
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18,601-18,630 of 41,127

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80
The slide uses a tree logo, likely a branding element for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
07
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
13
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Spruce Point Capital Management activist deck cover/thesis slide.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
36
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Spruce Point Capital Management branding with tree logo.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
Spruce Point Capital Management branding (pine tree logo).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
02
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
Standard Spruce Point Capital Management branding.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
02
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
The slide uses a table to establish credibility by citing past successful short campaigns.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
05
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
14
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
The slide uses a 'precedent' framework to establish credibility by showing past performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
05
Standard Spruce Point Capital Management branding.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
16
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
20
The slide uses a table format to present a Q&A style interview.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
23
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
36
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
46
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
71
This is a classic activist investor thesis slide, using a logo as a visual anchor.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide highlights the divergence between operating performance and compensation costs.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a screenshot of an auditor's report to suggest potential accounting concerns.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
Spruce Point Capital Management branding (tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
102
The slide highlights that Zillow's Adj. EBITDA is heavily impacted by stock-based compensation, arguing for FCF-based valuation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit