Matching slides 14,162
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Slide function

6,961-6,990 of 14,162

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06
Uses a numbered list with flag icons to highlight specific areas of concern.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
07
Uses a numbered flag list to structure a chronological argument.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
10
Includes red annotations (arrows and a question mark flag) highlighting the removal of specific text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses direct quotes from legal discovery to demonstrate the analyst's willingness to ignore accounting fraud to maintain management relationships.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
12
Uses Similarweb data to highlight a disconnect between public interest and core business utility.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
16
The slide uses red highlighting to draw attention to the specific text removed from the 2021 disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
17
The slide uses a red callout box to emphasize the auditor's concern about 'significant judgment and subjectivity' in revenue recognition.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
20
The slide uses a table to contrast historical disclosure specificity with current ambiguity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
22
The slide uses red arrows to link the audit partner's filings to specific stock price charts showing sharp declines.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
23
Highlights the shift from a stricter policy to one with discretionary 'impractical' exemptions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights a discrepancy between cash raised and cash used, implying the company may be hiding financial issues.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
25
Includes a red flag graphic and a callout box highlighting the specific phrase 'preserve and increase our market competitiveness'.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
26
The table lists major shareholders, their location, investment style, position size, and recent buying/selling activity to support the thesis that 'smart money' growth investors are absent.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
27
The slide highlights a shift in compensation structure as a negative signal for insider alignment.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
29
The slide uses a logo (spruce tree) as a visual anchor for the activist firm.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
30
The slide uses a 'villain' framing technique to suggest the CEO's narrative is curated or misleading.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
31
The slide uses red boxes and arrows to draw attention to the specific contradictions in the text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
32
Uses a side-by-side comparison of a biography snippet and an SEC filing announcement to highlight a potential reputational risk.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
33
Uses a combination of press release excerpts and analyst commentary to build a case of potential fraud.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
34
The slide uses excerpts from a legal complaint to highlight financial misconduct.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
74
The slide presents an expert opinion to challenge the sustainability of the dividend.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a red border to highlight the core thesis and a two-column layout to contrast the director's biography with the allegations against his former firm.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
Uses a specific email excerpt to frame the board's actions as hypocritical.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a side-by-side comparison of financial tables to expose the 'two sets of earnings' narrative.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses red boxes to draw attention to the discrepancy between 'Target' and 'Actual' performance metrics.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
Uses a side-by-side comparison to highlight a failure to act on governance recommendations.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
Uses a side-by-side comparison to highlight the discrepancy between corporate claims and candidate experience.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
Uses red arrows and a yellow callout box to draw attention to specific changes in corporate disclosure.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
Uses a 'before-after' or 'contradiction' table structure to highlight the gap between CEO rhetoric and operational reality.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The chart shows WTRG equity (blue) vs. debt (white) and a bond index (red) normalized to April 2020.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit