slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 25,231-25,260
Pages 2,019
Rows per page 30
Component
25,231-25,260 of 60,568
106
Uses a contrast-pairs framework to highlight the discrepancy between historical performance and earn-out targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
115
Uses red arrows to highlight the decline in publisher counts over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
116
The slide uses a red highlight to draw attention to the initial earn-out value and a yellow callout box to highlight the contradiction in the 2021 fair value.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
117
The slide uses a Q&A format to expose contradictions in Perion's messaging and business model.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
118
The slide uses a Q&A format to highlight potential weaknesses in Perion's business model and product differentiation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
119
The slide uses a table format to present a Q&A dialogue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
121
Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
124
The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
127
The slide uses a valuation bridge structure to arrive at an implied share price and percentage downside.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
01
The slide uses a 'reputation dashboard' metaphor to frame the activist thesis, including visual elements of rats and cockroaches to imply financial rot.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide uses a precedent table to establish credibility by showing past successful short campaigns.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
05
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
16
The slide uses yellow highlighting to draw attention to specific additions or changes in the risk factor language.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
17
The slide uses a table to compare reported vs consensus revenue and guidance ranges over time.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
18
The slide uses highlighted text within the table cells to emphasize negative trends in advertiser spend and geographic performance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
Uses red arrow to visually highlight the shift in reporting scope.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
20
Includes a visual arrow indicating growth deceleration.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
21
Uses a red arrow to visually connect the CEO's claim to the contradictory data point.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
22
Features red arrows pointing from the CEO's 15% revenue claim to the actual 13.4% and 12.9% figures in the table, highlighting the discrepancy.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
23
Uses a combination of quote-based contradiction and a quantitative bridge table to prove the thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
25
Uses color-coded highlights and parenthetical analyst commentary to expose inconsistencies in management's growth narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
26
Uses quotes from IAS executives to demonstrate competitive threat.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
28
Uses a Q&A table format to present expert testimony.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
31
Uses a callout box to connect the quote to a previous argument about product suitability.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
35
Uses red highlighting to emphasize negative trends in DV's patent data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
37
The slide uses a table format to present interview transcripts, with key negative sentiments highlighted in yellow.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
38
Uses red arrows to visually highlight the removal of specific data points and sources.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
40
Uses a table-like structure to contrast official 10-K language with various CEO/CFO statements and external analyst commentary.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
42
The slide uses a Q&A format to present negative feedback from a market participant.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
46
The slide highlights the change in risk disclosure language between two periods.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit