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 25,471-25,500
Pages 2,019
Rows per page 30
Component
25,471-25,500 of 60,568
30
Highlights the shift in reporting segments between 2022 and 2023 to mask declining Premier Agent performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Aha Moment1 hit
31
The slide uses a Q&A format to present expert testimony.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
32
The slide uses a table format to present a dialogue between an interviewer and a broker.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
33
Uses a table to present historical management quotes alongside a critique of their credibility.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
34
The slide uses a combination of narrative critique, a news clipping, and financial data to frame management as incompetent.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
35
The slide uses a table to highlight the poor financial performance of the Mortgages segment compared to other segments.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
42
The slide uses a comparison of agent-to-transaction ratios to argue for a potential decline in the US agent population, negatively impacting Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
49
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
50
The slide uses a table format to contrast Spruce Point questions with Zillow Flex agent responses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses color-coded highlighting (yellow) to emphasize key takeaways within the quote.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
52
Uses a quote-based structure to highlight a potential deceptive practice by the company.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
53
The slide uses a Q&A format to expose the low quality of leads generated by Zillow and Realtor.com.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
54
The slide uses a Q&A format to present qualitative evidence of agent dissatisfaction and business disruption.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses yellow highlighting to emphasize key negative outcomes and competitive pressures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
56
The slide uses a quote to highlight a structural bottleneck in Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
57
Uses a quote from a Zillow Flex agent to undermine the company's growth narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Includes a red-circled comparison of revenue figures and a quote from Redfin's Q2'23 earnings call to support the argument of declining conversion rates.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
62
The table highlights that in most markets, the average home value triggers the higher 40% fee band, suggesting a systematic price hike.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
64
The slide uses highlighted text within quotes to emphasize specific strategic points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses a Q&A format to present an expert interview, highlighting the friction between Zillow's 'Super App' strategy and the operational reality of real estate agents.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
70
The slide uses a 'Tegus' interview to provide qualitative evidence of a business risk.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
82
The slide uses red boxes to highlight specific data points in a table to draw attention to the trend.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
84
The table highlights Zillow's high SBC/Adj. EBITDA ratio (115.3%) and SBC/Revenue ratio (23.2%) compared to the peer median.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses a quote-vs-data structure to highlight management's lack of transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses qualitative employee feedback to contradict management's compensation strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a red box to highlight the significant increase in stock-based compensation from 2017 to 2023.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide highlights the discrepancy between reported earnings and earnings adjusted for capital spent on share buybacks.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a 'Research Interview' format to provide qualitative evidence of management failure.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit