slides · global inventory
01 Logic Chain
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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
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Uses red boxes and arrows to highlight the specific contradictory text segments.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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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
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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
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Uses a contrast-pairs framework to highlight the discrepancy between historical performance and earn-out targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses external social proof to validate the activist's thesis.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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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
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Uses a before-after framing to highlight lack of innovation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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Uses screenshots of outdated website content to undermine corporate narrative.Perion Network Ltd.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
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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
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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
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The slide uses a screenshot of a Similarweb dashboard to highlight low traffic metrics.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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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
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Uses red arrows to highlight the decline in publisher counts over time.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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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
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The slide uses a Q&A format to expose contradictions in Perion's messaging and business model.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a Q&A format to highlight potential weaknesses in Perion's business model and product differentiation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a table format to present a Q&A dialogue.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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This is a section divider slide for an activist investor presentation.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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Uses excerpts from legal documents and SEC press releases to undermine analyst credibility.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses screenshots of Seeking Alpha, Yahoo Finance, and the company's own IR website to demonstrate promotional activity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide highlights skepticism regarding PERI's financial reporting, suggesting its valuation premium is driven by inflated revenue results.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The chart shows a significant spike in 2021 followed by a decline, with the current level sitting above the long-term average line.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide highlights a disconnect between market expectations and operational reality for Perion.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a valuation bridge structure to arrive at an implied share price and percentage downside.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
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Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
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The slide uses a standard activist short-seller report format, combining forensic accounting allegations with fundamental business analysis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
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The slide is a dense text block summarizing the core arguments of an activist short report.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
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Uses a red flag icon as a visual metaphor for risk/concern.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit