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slides · global inventory

27 Cost Of Inaction

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

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Matching slides 31,900
Current window 12,031-12,060
Pages 1,064
Rows per page 30
Loop: 27 Cost Of Inactionclear collectionreset all
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12,031-12,060 of 31,900

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96
The slide argues that capitalized software costs are real cash costs that should not be ignored in EBITDA adjustments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
97
Uses yellow highlighting to draw attention to specific accounting disclosures and the write-off event.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
98
Uses direct quotes from SEC filings to demonstrate the potential for accounting manipulation.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
99
The slide uses a table-like structure to compare SEC filings across three years, contrasting the low reported employee count with the footnote disclosure of 600 total ESG employees.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
100
The slide uses a side-by-side comparison of 2019-2021 vs 2022 financial reporting language to expose a change in accounting disclosure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
101
Uses side-by-side press release excerpts to frame the departure as suspicious.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
102
Uses SEC filing excerpts to frame the resignation as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
103
Uses a screenshot of a LinkedIn job posting as evidence of the vacancy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
104
Uses a rhetorical question as a title and a direct challenge in a callout box.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
105
The slide uses a red callout box to emphasize the contradiction between company growth and declining audit fees.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
106
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
107
The slide uses a table to contrast compensation elements, specifically highlighting the shift from 5-year to 3-year performance periods for long-term incentives.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
108
The slide uses red boxes and arrows to highlight the increase in 'Total Net Sales' weighting from 17.5% in 2018 to 40% in 2023.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
109
Uses a combination of corporate governance disclosure and SEC press release to establish a link between a director and a company's regulatory failure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
110
The slide uses a red box and a callout to emphasize the low and stagnant ownership levels of directors specifically.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
111
Uses red callouts to highlight specific points of contention regarding the nominee's experience and the committee's scope.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
112
The slide uses a side-by-side comparison of the company's reported reconciliation table and a custom 'Spruce Point' adjustment table to highlight the impact of specific accounting choices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
113
Uses a 'before-after' or 'expose-contradiction' style to contrast the company's claim of financial expertise with the nominee's actual background.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
114
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
115
The slide uses a table to highlight a deceleration in QoQ growth and a shift in revenue mix toward longer-term periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
116
The slide uses a table of analyst ratings and a pie chart to illustrate the 'comedic humor' in current market sentiment, pointing out the conflict of interest between Morgan Stanley and MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
117
The slide uses red callout boxes to highlight the negative trend in active ownership.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
118
Uses a 'villain critique' style to dismantle three specific broker reports (Barclays, JPMorgan, Wells Fargo) by highlighting their flawed investment theses.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
121
The chart uses a red bar to emphasize the 'Pro Forma' leverage level.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The slide uses a sum-of-parts (SOP) valuation framework to justify a short thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
123
Uses a custom 'Dogs of ESG' framing to contrast with 'Blue Chip Thoroughbreds'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
Includes a line chart comparing DIO across four companies and six photos of store interiors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
Uses a 'CEO quote vs. Data' structure to highlight inventory mismatch.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit