Matching slides 60,557
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25,651-25,680 of 60,557

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80
The slide highlights a 'New High' for PWSC in Q4'23.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Uses a direct quote from SEC correspondence to highlight a contradiction with actual financial performance.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
97
The slide uses a waterfall-style bridge table to highlight accounting adjustments that inflate EBITDA.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
103
The slide uses a yellow callout box to highlight the core thesis of executive flight.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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
Activist deck Short seller 1 hit
111
Highlights the conflict of interest between insiders/sponsors and public shareholders.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
Includes a 'Spruce Point Adjusted' row for PWSC to highlight valuation discrepancies.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
Includes a detailed valuation bridge table and a list of bearish catalysts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
116
The table lists all 50 US states, with links provided for a subset of them.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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
10
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
13
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
15
Uses the 'contrast-pairs' framework to highlight the gap between Buffett's stated values and FND's operational reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a visual 'red flag' icon and a large 'X' to emphasize the negative nature of each point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a table-like structure to contrast FND's official statements with the reality of executive compensation and whistleblower testimony.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a red box to highlight the false claim in the company bio and a red box to highlight the 'Lapsed' status in the verification record.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Uses a side-by-side comparison to highlight similarities in business strategy language between a failed company and the target company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
23
Uses a red arrow to link the CEO's quote to the 2004 sales figure and a red box to highlight the inflection point in store growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
Uses a combination of a bar chart for historical growth and a table of quotes to expose management contradictions.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit