Matching slides 60,557
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25,171-25,200 of 60,557

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The slide uses a comparison table to establish credibility by showing past successful short calls.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Includes red annotations (arrows and a question mark flag) highlighting the removal of specific text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
12
Uses Similarweb data to highlight a disconnect between public interest and core business utility.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
14
Includes an annotation on the chart indicating a change in corporate policy/strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
15
The slide uses a bar chart for historical trend and a table for peer benchmarking to highlight the anomaly.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
18
The slide highlights Perion as an outlier in the bottom row of the data table, using red highlighting to draw attention to the discrepancy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide highlights Perion's outlier status (lowest R&D/Sales and lowest Stock Comp/Sales) using a red highlight row.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
20
The slide uses a table to contrast historical disclosure specificity with current ambiguity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The table highlights Perion in red to emphasize its outlier status compared to the industry average.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
23
Highlights the shift from a stricter policy to one with discretionary 'impractical' exemptions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights a discrepancy between cash raised and cash used, implying the company may be hiding financial issues.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
26
The table lists major shareholders, their location, investment style, position size, and recent buying/selling activity to support the thesis that 'smart money' growth investors are absent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The slide highlights a shift in compensation structure as a negative signal for insider alignment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
28
The slide highlights the long tenure of the current auditors (since 2005 and 2015) to suggest a need for rotation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
31
The slide uses red boxes and arrows to draw attention to the specific contradictions in the text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
40
The slide uses a table to contrast the CEO's compensation timeline with his resignation date to imply opportunistic behavior.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
46
The slide uses red boxes and arrows to highlight the deceleration in guidance increases compared to Q1 2022.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
48
The slide uses red boxes and a red arrow to visually emphasize the negative trend in revenue per search per day.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
50
The slide uses color-coded cells in the 'Search Description' and 'MSFT Bing Referenced' rows to visually highlight inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
57
Uses a direct quote from an earnings call to frame the contradiction.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
59
Uses a table-like structure to contrast historical quotes against current business strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
60
The slide uses a table format to compare recent developments with historical 20-F risk factor disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
61
Uses a red arrow to visually connect the Q1 2022 data point to the text disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
62
Uses red callout boxes to highlight mathematical discrepancies in company disclosures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
63
The slide uses a red flag icon to emphasize the discrepancy. It specifically calls out the shift in reporting methodology from 'new publishers' to 'YoY growth' as a potential obfuscation tactic.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
64
The slide uses color-coded text (yellow highlights) to emphasize specific claims about publisher growth.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
67
Uses a dual-axis chart to show the divergence between absolute deferred revenue and its percentage of total search revenue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
70
The slide uses a red highlight to draw attention to the specific data point of interest.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
88
The table segments peers into 'Pure Gas' and 'Pure Water' categories to demonstrate the valuation discrepancy.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
Includes a detailed SOTP valuation table and a list of qualitative concerns regarding the natural gas and water business segments.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit