Matching slides 14,162
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Slide function: Expose Contradictionclear collectionreset all

Slide function

5,581-5,610 of 14,162

filter-aware
07
Uses a red flag icon and a 'HUH?' callout to emphasize the contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a 'villain critique' style to frame management's explanation as 'rambling gobbledygook'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a visual red-line connection to highlight the contradiction between 'Accelerating in 2019-2020' and 'slow in 2019'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Uses a call-and-response format to contrast management's past statements with current reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
Uses visual evidence (red boxes and lines) to connect website footer links to specific login pages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses a series of visual 'cards' to present evidence of organizational separation.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
Uses a red callout box to highlight the mathematical inconsistency in the company's financial reporting.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
Uses a timeline-style layout to contrast historical statements against later management commentary.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
26
Uses a bridge-style calculation to adjust reported Q3 2020 revenue.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red arrows to visually connect guidance quotes to actual result quotes.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Uses red boxes to highlight specific text segments that contradict or omit information found in earnings calls.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses red boxes to highlight declining growth rates and quotes from 10-K filings to emphasize the contradiction between seasonal expectations and actual performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses red boxes to highlight the specific YTD comparison columns.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses a callout box to highlight a specific risk factor and includes excerpts from credit agreements to demonstrate the shift from EBITDA-based covenants to cash burn-based covenants.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
Uses a timeline-style comparison to show the failure of stated management strategy.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
Uses a 'CEO Quote Contradiction' framework to undermine management's narrative.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide uses a Q&A format to undermine the 'bullish' narrative surrounding Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
37
The slide uses a Q&A format to present a negative customer sentiment regarding the company's value proposition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
Uses a combination of biographical data, a primary source excerpt, and a stock price chart to build a narrative of management incompetence/dishonesty.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
Uses LinkedIn profile screenshots and stock performance charts to build a narrative of incompetence and past fraud.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a comparison table to contrast Frankenberg's roles at AOL and Daw Technologies, emphasizing his failure to disclose the latter.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
Includes a screenshot of a Needham research report table and specific callouts highlighting calculation errors.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
The slide uses a 'Spruce Point Reality' callout to frame the contradiction between analyst claims and market reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
Uses a 'before-after' style layout to contrast current sentiment with past legal findings.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
Uses excerpts from legal filings to contrast private admissions with public analyst reports.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
Uses visual metaphors (golden goose vs. dog) to contrast company performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
The slide uses red 'sell' icons overlaid on a stock price line chart to visually correlate insider selling with price movements.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Uses Bloomberg terminal screenshots to highlight valuation divergence.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit