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slides · global inventory

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

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Matching slides 9,820
Current window 3,811-3,840
Pages 328
Rows per page 30
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Slide function

3,811-3,840 of 9,820

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28
The slide uses a combination of a line chart for market share trends and a table for revenue growth comparison to illustrate the competitive threat to MSCI's primary client.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights the crowded nature of the CRE analytics market, which is a key part of the activist thesis against MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
85
MSCI Inc. (MSCI)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
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 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
25
The slide uses news clippings and press release summaries to frame a competitor as a threat.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
67
The slide uses a bar chart comparison to show WSP (in red) trading at a premium to the peer group average (orange line).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The chart highlights the decline of PowerSchool (red line) relative to 'Others' (green line) and smaller competitors.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses an OECD dataset to argue that international markets are less lucrative for PowerSchool due to lower per-student spending.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 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
112
Includes a 'Spruce Point Adjusted' row for PWSC to highlight valuation discrepancies.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
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
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