Matching slides 60,568
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25,531-25,560 of 60,568

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46
The slide uses a table to contrast specific quarterly and annual disclosures, highlighting the recurring mention of 'increased capitalization of expenses' as an offset to rising costs.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
Uses a table structure to juxtapose regulatory disclosures against executive commentary.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses a table format to highlight the specific change in issuer counts across three reporting periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
The slide uses quotes from EU officials to build a case against current ESG rating practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
Includes footnotes referencing Council Mandate and European Parliament Proposal.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses a Q&A format to highlight the competitive advantage of MSCI's ESG ratings due to asset owner mandates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses a red box to highlight negative trends in organic revenue growth and retention rates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Uses excerpts from a prospectus and shareholder table to substantiate claims of interconnectedness.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a red background for the 'Shady and/or Aggressive Accounting and Reporting' section to emphasize negative findings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
Uses a chronological timeline to highlight the contradiction between the acquisition pitch and later SEC filings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
Uses a table to contrast actual performance against qualitative claims from Barclays and RCA deal calls.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
Includes a red arrow annotation highlighting the 20-year figure in the table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide argues that the 20-year assumption is aggressive and provides a pro-forma adjustment to show the impact on net income.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights the crowded nature of the CRE analytics market, which is a key part of the activist thesis against MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide uses a table format to present Q&A pairs from an expert interview.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The table uses a highlight row for the subject transaction (RCA/MSCI) to draw attention to the outlier multiples.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
The slide uses a visual 'red flag' motif to highlight negative aspects of the acquisition.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to highlight the discrepancy between management's growth narrative and the actual financial data of the investment.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
81
The table lists 12 M&A transactions from 2016 to 2023, showing target/acquiror, date, description, and available financial metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
83
Uses a 'before-after' style juxtaposition of official disclosure vs. real-world executive commentary to highlight a contradiction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
85
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
88
Uses a side-by-side comparison to show the evolution of corporate messaging.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
89
Uses red callout boxes to annotate specific line items in the guidance table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
90
The slide uses a table to highlight the trend of dividend growth, specifically calling out the most recent 10.4% figure as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
91
Uses red callout boxes to highlight specific problematic phrasing in the definitions.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
92
Uses a chronological table to highlight the shift in management communication strategy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
93
The slide uses quotes from earnings calls to demonstrate management's admission of cost reallocation practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
94
The slide uses a red callout box to highlight the specific data point (Q2 2023 Non-Recurring revenue) and its impact on margins.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit