Matching slides 60,568
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25,651-25,680 of 60,568

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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
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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
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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
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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
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79
Uses a comparison table to highlight specific text changes in financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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80
The slide highlights a 'New High' for PWSC in Q4'23.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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83
Uses a direct quote from SEC correspondence to highlight a contradiction with actual financial performance.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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85
The slide uses a table to compare forecasted vs actual amortization and highlights the growing 'Thereafter' bucket as a percentage of total expenses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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87
The slide uses a comparison table to show how the company changed its reporting methodology, implying potential pressure from investors.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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88
The slide uses a table to highlight an accounting discrepancy where the subject company (PWSC) shows higher capitalization rates than the peer median.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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90
The slide argues that PowerSchool's capitalization practices inflate Adj. EBITDA and suggests a more conservative approach for comparability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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91
The slide uses direct quotes from 10-K filings to highlight the discrepancy between PowerSchool's accounting policy and its actual contract terms.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
Includes a screenshot of a company slide showing a deleveraging chart, contrasted with a custom Spruce Point adjustment table.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a red box to emphasize the Net Debt/LTM EBITDA Adjusted column, specifically pointing out PowerSchool's 6.6x ratio compared to peers.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide uses a 'Spruce Point Adjusted' calculation to challenge the company's reported metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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97
The slide uses a waterfall-style bridge table to highlight accounting adjustments that inflate EBITDA.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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98
Includes a screenshot of an SEC comment letter and a snippet of the company's balance sheet.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The slide uses a comparison frame to contrast 2022 and 2023 10-K disclosures, highlighting the shift to 'undiscounted cash flows'.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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103
The slide uses a yellow callout box to highlight the core thesis of executive flight.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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110
The slide uses a 100% pie chart to visually emphasize the lack of diversity in analyst sentiment.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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111
Highlights the conflict of interest between insiders/sponsors and public shareholders.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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112
Includes a 'Spruce Point Adjusted' row for PWSC to highlight valuation discrepancies.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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113
Includes a detailed valuation bridge table and a list of bearish catalysts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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116
The table lists all 50 US states, with links provided for a subset of them.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
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03
The slide uses a comparison table to validate the firm's methodology by showing past successful outcomes.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Floor & Decor Holdings, Inc. (FND)Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a red flag icon to emphasize the negative nature of the changes listed.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a 'Spruce Point Adjusted' methodology to re-calculate leverage ratios.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit