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slides · global inventory

Table

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

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Matching slides 60,557
Current window 23,821-23,850
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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23,821-23,850 of 60,557

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07
Uses S-1 filing data to calculate the implied shareback percentage for non-owner members.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a combination of an organizational chart and a comparison table to explain complex financial and governance structures.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a 'before-after' style comparison table to expose how the company artificially inflates earnings by under-paying member owners.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
The slide uses a table of financial estimates alongside a snippet from the PINC S-1 filing to highlight a discrepancy between analyst expectations and contractual reality.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
The table models three scenarios: increased sharebacks, total departure from GPO, and total departure from GPO plus other services.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Uses a timeline comparison to illustrate the 'lock-in' effect of equity vesting.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Uses a quote-based contradiction framework to undermine management's narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
Uses a 'before and after' structure to expose the flaw in analyst methodology regarding bundled vs unbundled contracts.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
Includes a screenshot of the 2017 Form 990 and a detailed financial table comparing Actual, 66% Shareback, and In-House scenarios.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a 'before-after' framing logic to contrast the superficial appearance of gradual divestment with the reality of aggressive selling upon vesting.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
The slide uses a 'before-after' comparison table to demonstrate the financial impact of a hypothetical structural change in member owner sharebacks.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses a table of analyst ratings and price targets to demonstrate that the market's optimism is based on a flawed understanding of the company's long-term business model.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The table uses a standard financial modeling structure to derive share price and downside percentage from varying shareback assumptions.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short-selling campaigns.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a table to correlate Penumbra's YoY growth decline with the emergence of Medtronic's React 68 and React 71 products.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The slide uses red boxes to highlight the decline in Penumbra's market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The table models a 'race to the bottom' pricing strategy for Medtronic's aspiration products to gain market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
The table highlights the discrepancy between market consensus and the activist's bearish outlook, specifically using red boxes to emphasize the lower revenue and growth figures.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide highlights a contradiction between the company's regulatory pathway (510(k)) and its valuation relative to PMA-cleared peers.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Includes adjustments for lease payments, contingent consideration, minority interest, and cash/debt.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Includes a screenshot of the NEJM article header and a data table from the supplementary appendix.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a comparison table to frame current management behavior as a repetition of past accounting/governance failures.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses SEC complaint excerpts and proxy statement snippets to build a narrative of guilt by association.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide argues that the market's valuation of VRNT is misinformed due to aggressive accounting and inorganic revenue.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
102
The slide highlights a discrepancy in Net Debt and Adj. EBITDA figures, leading to a higher EV/EBITDA multiple (21.2x vs 15.4x).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
103
Uses a combination of a bar chart, a CEO quote, and a valuation table to highlight the discrepancy in market valuation relative to growth performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
104
Uses a contrast-principle framework to highlight the discrepancy between growth and valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
107
Includes a table of specific insider trades and a stock price chart annotated with sell icons.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
108
The table highlights the valuation gap between current market multiples and the firm's proposed lower-multiple scenario.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit