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 25,621-25,650
Pages 2,019
Rows per page 30
Component
25,621-25,650 of 60,557
03
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
19
The slide highlights that technology spending growth significantly outpaced total budget growth in all three districts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
28
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
53
The slide uses a table to demonstrate flat pricing trends over time to undermine the value proposition of the acquisition.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a 'villain' framing by contrasting state-level data with specific legal text to imply non-compliance by the target company.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a direct quote from the company's 10-K to highlight the discrepancy in risk disclosure.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses red underlining and a red callout box to highlight the discrepancy in the director's bio.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a red background for 'Eliminated Disclosure' cells to emphasize the negative nature of the changes.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide highlights a discrepancy between revenue growth and accounts receivable growth, using a table to demonstrate the trend.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a comparison table to highlight specific text changes in financial disclosures.PowerSchool Holdings, Inc. (PWSC) · 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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
88
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