slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 25,471-25,500
Pages 2,019
Rows per page 30
Component
25,471-25,500 of 60,557
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
93
The slide uses red arrows to connect the SEC filing text regarding the new CFO's age (37) to Korn Ferry's benchmark data showing the average CFO age is 54.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a table to highlight long-tenured directors and committee overlaps.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a table to break down voting power by share class for specific founders.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses direct quotes from Zillow's proxy statement to expose governance weaknesses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a red box to highlight the discrepancy between historical performance and projected growth/margins.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
100
The slide uses a table of analyst ratings and a pie chart to visualize the lack of bearish sentiment despite negative company news.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
101
The table includes a detailed reconciliation from Adjusted EBITDA to Free Cash Flow.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit