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slides · global inventory

01 Logic Chain

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

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Matching slides 9,549
Current window 3,391-3,420
Pages 319
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3,391-3,420 of 9,549

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72
The slide uses SEC Form 144 data to cast doubt on management's public outlook.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
73
Uses a dual-axis chart (price and volume) with annotated callouts to link insider activity to financial performance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
74
The slide uses a table format to present a dialogue between a Tegus client and a former Undertone executive.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
75
Spruce Point Capital Management branding (tree logo).Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
76
The slide uses a table format to systematically dismantle company claims.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
77
The slide uses a 'before-after' style logic to contrast the company's claims with the reality of the award criteria.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
78
Uses yellow highlighting to emphasize contradictory claims.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
79
The slide uses a table to perform a forensic audit of reported customer figures, pointing out mathematical inconsistencies.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
80
The slide uses red arrows to highlight the removal of source attribution and the shift in reporting categories.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
81
The slide uses red callout boxes to draw attention to the missing scale and the fine print disclaimer.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
82
The slide uses a red callout box to highlight a mathematical impossibility in the reported customer growth figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
83
The slide uses a red callout box to emphasize the competitive threat and customer loss.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
84
The slide uses a 'before-after' comparison to suggest that the company is inflating its narrative through increasingly complex visual representations.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
85
Uses red annotations and arrows to highlight discrepancies between two versions of a process diagram.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
86
The slide uses a direct quote from the CEO to contrast against the company's reported operational savings figures.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
87
The slide uses a table format to contrast various management statements over time, likely to be used in a later slide to expose inconsistencies or lack of substance.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
88
Uses a 'before-after' style comparison of revenue figures to expose a reporting hole.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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
93
The slide uses a table structure to contrast different public statements made by the company.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
96
The slide uses red callouts and arrows to highlight the removal of specific metrics and vendor names in the 2022 disclosure compared to 2021.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
97
Perion Network Ltd. (PERI)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
100
The slide uses a table to contrast deal metrics and retention expenses, highlighting that retention payments represent a significant portion of acquired EBITDA and total cash spent.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