Matching slides 60,568
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25,621-25,650 of 60,568

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The slide uses a precedent table to establish credibility by showing a past successful short thesis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a visual metaphor of red flags to highlight accounting concerns.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide highlights that technology spending growth significantly outpaced total budget growth in all three districts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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20
Includes a bar chart showing a spike in budgetary resources and a table detailing the three ESSER funding bills.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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21
The slide uses a table to demonstrate the 'explosion' in tech spending, specifically highlighting the Y/Y% growth rates.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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26
The slide uses a FOIA request to expose customer concentration and fiscal risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses FOIA data to challenge the company's reported investor metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The table contains 25 rows of data across 9 columns, totaling 225 data points.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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33
The slide highlights a trend of declining technology spending, particularly in districts with declining enrollment, and suggests this is a precursor to further pressure in 2025.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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39
The slide uses red boxes and arrows to highlight specific rows (Revenue Growth, EBITDA Margin) and call out specific accounting concerns (capitalized software expenses).PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide uses a table format to pair district leadership names with their respective quotes regarding budget constraints.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management's growth claims and the reality of school district budgets.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a table to expose a contradiction between management's growth narrative and actual contract data.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The data highlights that PowerSchool's penetration into district budgets remains extremely low and stagnant.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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44
The data highlights stagnant or declining penetration of the customer wallet despite growth in district budgets.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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46
The slide uses an OECD dataset to argue that international markets are less lucrative for PowerSchool due to lower per-student spending.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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47
Includes a bar chart of per-student expenditure and a table of expenditure distribution by functional area.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses customer reviews to undermine the company's product quality claims.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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54
Uses 'Huh?' callouts to visually emphasize the discrepancy between corporate marketing materials and reality.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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The table highlights specific locations in red that contradict the CEO's stated strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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66
The table highlights a specific impact calculation for weeks 15-18 of 2024, isolating the Beyoncé-driven traffic boost.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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69
The slide uses green highlighting in the table to emphasize positive responses confirming the thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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70
The table uses color-coded highlights (red for negative/lack of interest, green for positive/interest) to emphasize the findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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The slide uses color-coded highlights (green for positive/neutral, red for negative/contradictory) to emphasize findings about customer demand and the novelty of the inquiry.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The table uses color-coded highlights (green for positive/neutral, red for negative/lack of interest) to emphasize findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses a yellow callout box for the main thesis and a red callout box for a specific observation about brand changes.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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83
Uses a table to contrast guidance vs actuals, with red callouts highlighting specific accounting concerns.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
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86
The slide uses a red box highlight on BOOT's growth metrics to emphasize the discrepancy between its valuation and its actual performance relative to peers.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a table of analyst ratings and a pie chart to contrast market sentiment with the author's thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a standard valuation bridge format to justify a short thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit