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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,431-2,460
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

2,431-2,460 of 6,294

filter-aware
76
The table uses a highlight row for the subject transaction (RCA/MSCI) to draw attention to the outlier multiples.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
88
Uses a side-by-side comparison to show the evolution of corporate messaging.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
119
The table highlights that MSCI trades at a premium (EV/EBITDA 31.9x vs peer average 20.4x) compared to its peers.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
120
The slide uses two bar charts to contrast valuation multiples with growth rates, with MSCI highlighted in red.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · 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
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
102
The slide highlights that Zillow's Adj. EBITDA is heavily impacted by stock-based compensation, arguing for FCF-based valuation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
23
The slide uses a red bar to highlight the subject company (WSP) against blue bars for peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a table to contrast WSP's performance against a peer group, with callouts emphasizing the low organic growth.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a table to expose a potential accounting or disclosure weakness in WSP's financial reporting.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses a table format to contrast qualitative definitions of 'backlog' across different companies to support the thesis of vagueness.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The chart includes an orange horizontal line representing the peer average excluding Wood E&I.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The chart uses a reclassification methodology to adjust WSP's cash flow metrics for comparison.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The table highlights WSP's premium valuation multiples (EV/Sales and EV/EBITDA) relative to peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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
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
89
Includes a news snippet callout regarding Stride (LRN) to frame the risk of high capitalization.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
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
22
Uses a comparison of store formats and design to critique management's expansion strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
32
Uses a historical financial table from Boot Barn's IPO prospectus to contrast with Tecovas's current growth trajectory.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The table uses color-coding (green/orange) to distinguish rows, though the logic is not explicitly defined in a legend.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses a grid of competitor shipping policies to debunk the thesis that the company has a competitive moat in e-commerce.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses a red box highlight on BOOT's growth metrics to emphasize the discrepancy between its valuation and its actual performance relative to peers.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 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
33
The slide uses a callout box to highlight the trend of opening stores in lower-income areas.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
The table highlights the increasing trend of FND's lease commitments compared to the stable or decreasing percentages of its peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
47
The slide argues that long-term leases are a risk factor for the company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit