slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 4,741-4,770
Pages 473
Rows per page 30
Slide function
4,741-4,770 of 14,162
09
The slide uses a 'before-after' style comparison table to expose how the company artificially inflates earnings by under-paying member owners.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
The slide uses a table of financial estimates alongside a snippet from the PINC S-1 filing to highlight a discrepancy between analyst expectations and contractual reality.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Uses a timeline comparison to illustrate the 'lock-in' effect of equity vesting.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses a before-and-after comparison of executive compensation targets to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Uses callout boxes to present a direct contradiction between shareholder proposals and management's formal response.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a specific accounting adjustment to demonstrate that reported growth (15.6% EBITDA) is significantly lower (1.5%) when accounting for capitalized commissions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a comparison frame to highlight how accounting adjustments inflate reported earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a before-after comparison of reported vs. adjusted metrics to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a red arrow callout to specifically debunk the 2019 Non-GAAP figure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses red highlighting to draw attention to specific line items in two separate reconciliation tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a comparative table structure to show that while NICE offsets revenue add-backs with cost adjustments, Verint does not, implying lower quality earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses red boxes to highlight specific line items in the tables that the author takes issue with.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a bar chart to visually demonstrate the divergence between reported restructuring charges and actual severance payments over four fiscal years.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses red arrows to link specific line items in the table to the SEC's inquiry and management's justification.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The table highlights specific rows in red to emphasize the 'unjustified' nature of these specific add-backs.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses a before-after framing to expose accounting discrepancies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a visual mapping technique to link specific individuals (Alexander, Kreinberg, Sorin) across Verint's early governance documents and SEC fraud charges.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses red arrows and dashed lines to visually connect the timeline of the SEC charges to the Verint CFO transition announcement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses red text to highlight specific allegations and findings of misconduct.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a comparison table to frame current management behavior as a repetition of past accounting/governance failures.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses SEC complaint excerpts and proxy statement snippets to build a narrative of guilt by association.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Uses red boxes and arrows to link the table data to the 10-K text excerpt.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
100
Uses red boxes to highlight the specific line item being questioned across two different financial tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
103
Uses a combination of a bar chart, a CEO quote, and a valuation table to highlight the discrepancy in market valuation relative to growth performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
104
Uses a contrast-principle framework to highlight the discrepancy between growth and valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
106
Uses a 'Sell Side Drinking The Kool-Aid' framing to mock analyst optimism.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
107
Includes a table of specific insider trades and a stock price chart annotated with sell icons.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit