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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

121,861-121,920 of 319,975

filter-aware
01
Slide 1
The visual metaphor of a decaying patient in a hospital bed with rats is intended to convey the firm's negative thesis on the company's health.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a 'cite_precedent' strategy to validate the activist's own thesis by highlighting that another institutional investor shares similar concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a dense two-column text layout to document a chronological sequence of events intended to demonstrate bad faith by the target company's management.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a direct comparison of two text sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a waterfall-style logic to subtract inorganic revenue from management's total cloud revenue guidance to isolate organic performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a bridge-style calculation to isolate organic growth from inorganic acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a comparison table to expose management's inconsistent reporting practices.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses a comparison table to show that Verint is the only company in the peer group not reporting key cloud metrics.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses a combination of narrative critique and a direct excerpt from the 10-K to highlight accounting aggression.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a red box to highlight the specific footnote in the company's own presentation that reveals the accounting practice being criticized.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Includes excerpts from Ernst & Young and Strategic Finance Magazine to support the accounting argument, followed by a specific table from Verint's 10-K.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses red underlining to draw attention to specific phrases in the 10-K excerpt that support the activist's thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The slide uses a direct excerpt from the company's 10-K to support the activist's claim of aggressive accounting.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses a direct quote from the company's 10-K to frame the contradiction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a table to highlight the delta between reported figures and figures without the accounting change, alongside a quote from an earnings call to expose a contradiction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Uses red arrows and callouts to emphasize the divergence in revenue and earnings impact between the two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide uses a comparison table and direct quotes to highlight a lack of transparency by Verint compared to NICE.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses red arrows to link specific non-GAAP adjustments in the reconciliation tables to critical questions about the validity of those adjustments.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
Uses red arrows and boxes to visually link specific line items across different financial tables to demonstrate the 'magic' accounting.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The slide uses a table to demonstrate the quantitative impact of contingent consideration reversals on Non-GAAP EBITDA and EPS.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses a before-and-after comparison of executive compensation targets to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Uses callout boxes to present a direct contradiction between shareholder proposals and management's formal response.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The chart highlights the divergence between the sector ETF and the company stock.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses a combination of tables and a bar chart to contrast compensation, operational efficiency, and stock performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a specific accounting adjustment to demonstrate that reported growth (15.6% EBITDA) is significantly lower (1.5%) when accounting for capitalized commissions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a comparison frame to highlight how accounting adjustments inflate reported earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a before-after comparison of reported vs. adjusted metrics to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a red arrow callout to specifically debunk the 2019 Non-GAAP figure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses red highlighting to draw attention to specific line items in two separate reconciliation tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a comparative table structure to show that while NICE offsets revenue add-backs with cost adjustments, Verint does not, implying lower quality earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses red boxes to highlight specific line items in the tables that the author takes issue with.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a bar chart to visually demonstrate the divergence between reported restructuring charges and actual severance payments over four fiscal years.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses red arrows to link specific line items in the table to the SEC's inquiry and management's justification.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The table highlights specific rows in red to emphasize the 'unjustified' nature of these specific add-backs.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses a before-after framing to expose accounting discrepancies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a visual mapping technique to link specific individuals (Alexander, Kreinberg, Sorin) across Verint's early governance documents and SEC fraud charges.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses red arrows and dashed lines to visually connect the timeline of the SEC charges to the Verint CFO transition announcement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a press release excerpt as evidence of past governance failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses red text to highlight specific allegations and findings of misconduct.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a comparison table to frame current management behavior as a repetition of past accounting/governance failures.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses SEC complaint excerpts and proxy statement snippets to build a narrative of guilt by association.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
98
The slide argues that the market's valuation of VRNT is misinformed due to aggressive accounting and inorganic revenue.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
99
Uses red boxes and arrows to link the table data to the 10-K text excerpt.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
100
Uses red boxes to highlight the specific line item being questioned across two different financial tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
101
Includes a bridge from total liquidity to net debt calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
102
The slide highlights a discrepancy in Net Debt and Adj. EBITDA figures, leading to a higher EV/EBITDA multiple (21.2x vs 15.4x).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
103
Uses a combination of a bar chart, a CEO quote, and a valuation table to highlight the discrepancy in market valuation relative to growth performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
104
Uses a contrast-principle framework to highlight the discrepancy between growth and valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
105
The slide uses three charts to show stock price, EV/Sales, and EV/EBITDA trends relative to historical averages.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
106
Uses a 'Sell Side Drinking The Kool-Aid' framing to mock analyst optimism.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
107
Includes a table of specific insider trades and a stock price chart annotated with sell icons.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
108
The table highlights the valuation gap between current market multiples and the firm's proposed lower-multiple scenario.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit