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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 60,568
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 60,568

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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
71
The slide uses a before-and-after comparison of executive compensation targets to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a specific accounting adjustment to demonstrate that reported growth (15.6% EBITDA) is significantly lower (1.5%) when accounting for capitalized commissions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses red arrows to link specific line items in the table to the SEC's inquiry and management's justification.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The table highlights specific rows in red to emphasize the 'unjustified' nature of these specific add-backs.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 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