Matching slides 60,568
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25,501-25,530 of 60,568

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04
The slide uses a table to establish credibility by citing past successful short campaigns.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
06
The slide uses a traffic-light color coding system (yellow, red, grey) to organize the thesis components.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
13
Uses a visual metaphor of red flags to denote areas of concern.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The slide highlights a negative trend in client growth, specifically calling out the Q3 2023 decline with a red highlight.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
The slide uses a red arrow callout to emphasize the negative trend in the most recent four quarters.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Uses a 'CFO quote vs. data' structure to highlight a discrepancy in business performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses highlighting to emphasize specific criticisms regarding ethics, customer treatment, and fee hikes.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
Uses a table format to contrast executive quotes against the activist's thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
Uses red text and a red line to highlight contradictory statements from the CFO.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
Uses a red '??' callout to highlight the missing disclosure of Qontigo in the Index segment, despite Qontigo's active presence there.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
26
Uses quotes from Deutsche Börse leadership to frame Qontigo as a direct competitor to MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
The slide uses a combination of a line chart for market share trends and a table for revenue growth comparison to illustrate the competitive threat to MSCI's primary client.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
30
The slide uses a red arrow and callout box to emphasize the negative trend in total AUM.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
33
The table lists 18 ETFs categorized by theme, with their Bloomberg index tickers and the index owner.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
36
The slide uses a Q&A format to present qualitative evidence of business maturity and client friction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
The slide highlights a negative trend in organic sales growth, retention rate, and EBITDA margin.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
39
Uses red arrows to visually link expert commentary about commoditization to the specific legacy acquisitions in the table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
Uses a 'before-after' style logic (or 'thesis-antithesis') to frame the industry shift from 'brain power' to 'data management'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
41
The slide uses a 'talent drain' narrative to imply institutional weakness or competitive disadvantage.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses red and green arrows to highlight the contradiction between CFO commentary and actual financial performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 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
102
The slide highlights that Zillow's Adj. EBITDA is heavily impacted by stock-based compensation, arguing for FCF-based valuation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
103
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, adjusted for debt and cash.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit