slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 3,661-3,690
Pages 227
Rows per page 30
Framework
3,661-3,690 of 6,793
89
The slide uses red callout boxes and arrows to point out specific mathematical inconsistencies in the company's financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
90
Uses a 'before-after' style logic to expose a contradiction in historical financial reporting.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
91
The slide uses a red callout box to highlight the lack of disclosure for the 'Land & Expand' metric.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
92
The slide uses a table format to highlight specific quotes from earnings reports and calls, likely to expose inconsistencies or track performance claims over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
94
Uses red boxes and arrows to annotate the removal of specific claims and data points between two reporting periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
95
Uses visual arrows to connect conflicting data points across two different time periods.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
98
The slide uses a table to systematically list concerns, serving as a 'fraud-exposure' framework.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
99
The slide uses a table to expose a potential contradiction between the company's claims of high-margin technology and the low multiples paid for acquisitions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
101
The slide highlights the lack of transparency regarding the breakdown of retention payments versus transaction costs.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
102
The slide uses color coding (red/yellow) to highlight problematic valuations and settlement status.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
104
Uses red boxes and arrows to highlight specific line items in financial tables that contradict the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
105
The slide uses red arrows to highlight specific suspicious details in the audit document excerpt.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
108
Uses Wayback Machine screenshots as evidence of stagnation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
110
Uses screenshots of outdated website content to undermine corporate narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
111
Uses screenshots of the company's careers page to highlight stagnation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
112
Uses screenshots of social media profiles to undermine the company's narrative.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
114
Uses red arrows to connect specific data points in tables to the narrative callouts.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
116
The slide uses a red highlight to draw attention to the initial earn-out value and a yellow callout box to highlight the contradiction in the 2021 fair value.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
09
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed evidence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
12
The slide uses a two-part structure to highlight accounting issues and growth concerns.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
13
The slide uses a three-part structure to build a case against the company's integrity and valuation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
23
Uses a combination of quote-based contradiction and a quantitative bridge table to prove the thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses a red callout box to highlight specific data points in the tables that support the thesis of slowing growth and competitive threat.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
27
Uses a combination of direct quotes from financial filings and analyst commentary to build a bearish case.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
29
The slide uses a table to show the trend of programmatic revenue and the increasing concentration of revenue from two specific partners, culminating in a 'No Disclosure' cell for 2022.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
36
The slide uses patent diagrams to undermine the company's claims of technological complexity.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
39
The slide uses a comparison table to highlight the lack of transparency in DV's reporting compared to IAS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
40
Uses a table-like structure to contrast official 10-K language with various CEO/CFO statements and external analyst commentary.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
41
Uses red arrows to point out the specific discrepancies in terminology.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
44
Uses a combination of a stock chart with annotations and a press release screenshot to establish a negative association.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit