anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

All filtered slides

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

Search Insights JSON Unlock
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

dynamicclickable
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

Tile area is proportional to slide count. Click a category to open its subtype map.

all document kinds · all orientations
18 30 60

Slide collection

126,061-126,120 of 319,975

filter-aware
40
The slide uses a red color to highlight the U.S. and the non-U.S. average for contrast.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
41
The chart highlights the U.S. as an outlier in buyer agent usage compared to other developed economies.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
42
The slide uses a comparison of agent-to-transaction ratios to argue for a potential decline in the US agent population, negatively impacting Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
45
The slide uses yellow highlighting to draw attention to specific parts of the CEO's quote regarding regulatory compliance and consumer choice.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
46
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
47
Uses a testimonial to contradict the company's narrative or highlight the financial risk of the transition.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
48
The slide uses yellow highlighting to emphasize critical operational hurdles (low conversion rates, profitability timelines, and agent dependency).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
49
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
50
The slide uses a table format to contrast Spruce Point questions with Zillow Flex agent responses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses color-coded highlighting (yellow) to emphasize key takeaways within the quote.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
52
Uses a quote-based structure to highlight a potential deceptive practice by the company.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
53
The slide uses a Q&A format to expose the low quality of leads generated by Zillow and Realtor.com.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
54
The slide uses a Q&A format to present qualitative evidence of agent dissatisfaction and business disruption.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses yellow highlighting to emphasize key negative outcomes and competitive pressures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
56
The slide uses a quote to highlight a structural bottleneck in Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
57
Uses a quote from a Zillow Flex agent to undermine the company's growth narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Includes a red-circled comparison of revenue figures and a quote from Redfin's Q2'23 earnings call to support the argument of declining conversion rates.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
60
Includes a screenshot of a Zillow contact form highlighting a pre-checked box as evidence of the alleged dark pattern.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
61
The slide uses a matrix to illustrate a coercive business practice, framing it as a contradiction to Zillow's public-facing partner program.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
62
The table highlights that in most markets, the average home value triggers the higher 40% fee band, suggesting a systematic price hike.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
63
Uses Redfin marketing materials to frame a critique of Zillow's transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
64
The slide uses highlighted text within quotes to emphasize specific strategic points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
65
The slide uses a 'Super App' ecosystem diagram to illustrate the vision, which is then undermined by the bulleted critique.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses a Q&A format to present an expert interview, highlighting the friction between Zillow's 'Super App' strategy and the operational reality of real estate agents.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
67
The slide uses a side-by-side comparison of two investor presentation slides to point out the removal of data points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
68
Uses yellow highlighting to emphasize key critical points within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
69
Uses news headlines as evidence of acquisition strategy; highlights competitive friction in the real-time touring space.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
70
The slide uses a 'Tegus' interview to provide qualitative evidence of a business risk.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
71
This is a classic activist investor thesis slide, using a logo as a visual anchor.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses yellow highlighting to emphasize specific claims about growth and competitor weakness.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses yellow highlighting to draw attention to specific claims, likely to facilitate later critique or contradiction.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses color-coded text (yellow highlights) to emphasize specific negative claims about Zillow and the industry landscape.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
77
The chart shows a significant spike in Homes.com traffic in Q3 2023 followed by a stabilization.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
78
Spruce Point Capital Management branding (pine tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses highlighting and underlining to draw attention to specific contractual language changes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a callout box to frame the data as 'concerning' due to 'liberal revenue recognition policies'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses yellow highlighting to draw attention to the specific language in Zillow's 10-K that allows for management discretion.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses red boxes to highlight specific data points in a table to draw attention to the trend.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide highlights the divergence between operating performance and compensation costs.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The table highlights Zillow's high SBC/Adj. EBITDA ratio (115.3%) and SBC/Revenue ratio (23.2%) compared to the peer median.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The chart uses a red bar to visually distinguish Zillow (Z) from its peers.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses a quote-vs-data structure to highlight management's lack of transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses qualitative employee feedback to contradict management's compensation strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a red box to highlight the significant increase in stock-based compensation from 2017 to 2023.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide highlights the discrepancy between reported earnings and earnings adjusted for capital spent on share buybacks.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses a callout box to link RSU data to the diluted share count calculation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Zillow Group, Inc. (Z)Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a 'Research Interview' format to provide qualitative evidence of management failure.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses red arrows to connect the SEC filing text regarding the new CFO's age (37) to Korn Ferry's benchmark data showing the average CFO age is 54.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a table to highlight long-tenured directors and committee overlaps.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a table to break down voting power by share class for specific founders.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses direct quotes from Zillow's proxy statement to expose governance weaknesses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a screenshot of an auditor's report to suggest potential accounting concerns.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
Spruce Point Capital Management branding (tree logo).Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
99
The slide uses a red box to highlight the discrepancy between historical performance and projected growth/margins.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit