slides · global inventory
10 Iceberg
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811-840 of 1,212
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The slide uses quotes from EU officials to build a case against current ESG rating practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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Includes footnotes referencing Council Mandate and European Parliament Proposal.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses a Q&A format to highlight the competitive advantage of MSCI's ESG ratings due to asset owner mandates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses a red box to highlight negative trends in organic revenue growth and retention rates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Spruce Point Capital Management branding (tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Uses a 'villain' framing by linking MSCI leadership to a network of alumni.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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Uses Wayback Machine screenshots to prove content was scrubbed.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses screenshots of Twitter to cast doubt on the legitimacy of the company's growth metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Uses excerpts from a prospectus and shareholder table to substantiate claims of interconnectedness.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
Uses red circles and arrows to visually link dates and events across different press releases and LinkedIn profiles.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
Spruce Point Capital Management branding (pine tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a red background for the 'Shady and/or Aggressive Accounting and Reporting' section to emphasize negative findings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
This slide serves as a section divider or thesis statement for the activist presentation.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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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
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Uses a CEO quote to set up a contradiction with the competitive landscape table.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a combination of transcript excerpts and a visual chart to expose the company's shifting narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses red callout boxes to highlight contradictions in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses a logo grid to illustrate the breadth of competitors entering the western wear space.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a visual 'not equal' sign to emphasize the contradiction between marketing channels.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a screenshot of a YouTube video as a testimonial/customer voice.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Includes a red 'X' over a historical chart to emphasize the removal of data disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a red 'X' overlay on a screenshot of a financial document to emphasize the removal of disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
80
Spruce Point Capital Management branding (pine tree logo).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
81
Uses a red callout box to emphasize the risk and a red line to connect the CAO's tenure to the specific legal findings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
82
Uses red boxes and arrows to highlight discrepancies in name spelling and CPA license status.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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Uses a side-by-side comparison to link a specific individual's career timeline with a corporate financial scandal.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
84
The table shows a clear upward trend in inventory-to-sales ratios in 2022 and 2023 compared to previous years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
85
The chart highlights a divergence where inventory growth significantly outpaced sales growth starting in 2022.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
86
Highlights specific text changes in green to draw attention to accounting policy shifts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit