Matching slides 110,387
Current window 2,671-2,700
Pages 3,680
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2,671-2,700 of 110,387

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14
Includes an annotation on the chart indicating a change in corporate policy/strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
15
The slide uses a bar chart for historical trend and a table for peer benchmarking to highlight the anomaly.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
22
The slide uses red arrows to link the audit partner's filings to specific stock price charts showing sharp declines.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
73
Uses visual red boxes and arrows to highlight the removal of 'Wisconsin Snacking Cheeses' and the reduction of SKUs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
74
Uses visual evidence (photos and screenshots) to support the claim of aggressive discounting.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
79
Uses visual evidence (photos of product labels and price tags) to support the thesis of overpricing.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
Uses red circles to highlight removed items and green circles to highlight current items.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
82
The slide uses a red box and arrow to explicitly point out the discontinued product.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
Uses photographic evidence to demonstrate local competition and aggressive pricing promotions.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
88
The slide uses a red flag icon to signal warning and highlights negative commentary in red text to emphasize the worsening trend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
89
Uses a red flag icon to highlight the contradiction between performance and management assumptions.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
91
Uses a before-and-after comparison to expose a contradiction in company marketing claims.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
92
Uses a side-by-side visual comparison to argue lack of value-add by the acquirer.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
98
The table highlights a lack of disclosure in Canadian filings compared to Australian filings for the same entity.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
101
The slide uses a before-after comparison to highlight the loss of segment-level revenue data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
105
Uses red 'X' marks to visually indicate discontinued products.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
107
Uses screenshots of audit reports to highlight recurring issues.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
108
The slide uses a chronological sequence of press clippings to demonstrate ongoing restructuring efforts.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
114
The slide contrasts the stable Chilean economy with the distressed Argentine economy to frame the valuation benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
120
Uses screenshots from Way back Machine and Nibbl Cheese as evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
122
Uses excerpts from financial statements of Saputo Europe and Saputo Australia to expose lack of transparency and low R&D spend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
138
The slide uses screenshots of EPA ECHO compliance history tables to provide evidence of environmental non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
139
The slide presents two tables tracking quarterly compliance status over 13 quarters for specific facility IDs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
141
The slide presents two distinct data tables tracking quarterly compliance status for specific facilities.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
146
The slide uses a combination of a regulatory filing table and a stock price chart to imply opportunistic selling by an insider.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
29
Includes a screenshot of a legal document and a community activist website.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
40
The slide highlights the loss of WTRG's local advantage due to increased market competition.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
42
Uses a table to demonstrate the impact of reclassifying book overdrafts on OCF margins.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
47
Uses direct quotes from SEC filings to expose business risks.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
59
Uses highlighting to draw attention to the specific change in reporting language ('including' vs 'net of').Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits