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 7,411-7,440
Pages 473
Rows per page 30
Slide function
7,411-7,440 of 14,162
57
Uses a quote from a Zillow Flex agent to undermine the company's growth narrative.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
58
Includes a red-circled comparison of revenue figures and a quote from Redfin's Q2'23 earnings call to support the argument of declining conversion rates.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
59
The slide uses a highlighted quote to validate the firm's investment thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
61
The slide uses a matrix to illustrate a coercive business practice, framing it as a contradiction to Zillow's public-facing partner program.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
62
The table highlights that in most markets, the average home value triggers the higher 40% fee band, suggesting a systematic price hike.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
63
Uses Redfin marketing materials to frame a critique of Zillow's transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
64
The slide uses highlighted text within quotes to emphasize specific strategic points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
65
The slide uses a 'Super App' ecosystem diagram to illustrate the vision, which is then undermined by the bulleted critique.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses a Q&A format to present an expert interview, highlighting the friction between Zillow's 'Super App' strategy and the operational reality of real estate agents.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
67
The slide uses a side-by-side comparison of two investor presentation slides to point out the removal of data points.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
68
Uses yellow highlighting to emphasize key critical points within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
69
Uses news headlines as evidence of acquisition strategy; highlights competitive friction in the real-time touring space.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
70
The slide uses a 'Tegus' interview to provide qualitative evidence of a business risk.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
72
The slide uses yellow highlighting to emphasize specific claims about growth and competitor weakness.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses yellow highlighting to draw attention to specific claims, likely to facilitate later critique or contradiction.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses color-coded text (yellow highlights) to emphasize specific negative claims about Zillow and the industry landscape.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses highlighting and underlining to draw attention to specific contractual language changes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a callout box to frame the data as 'concerning' due to 'liberal revenue recognition policies'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses yellow highlighting to draw attention to the specific language in Zillow's 10-K that allows for management discretion.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses red boxes to highlight specific data points in a table to draw attention to the trend.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide highlights the divergence between operating performance and compensation costs.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses a quote-vs-data structure to highlight management's lack of transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses qualitative employee feedback to contradict management's compensation strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a red box to highlight the significant increase in stock-based compensation from 2017 to 2023.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide highlights the discrepancy between reported earnings and earnings adjusted for capital spent on share buybacks.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses a callout box to link RSU data to the diluted share count calculation.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a 'Research Interview' format to provide qualitative evidence of management failure.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a table to break down voting power by share class for specific founders.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses direct quotes from Zillow's proxy statement to expose governance weaknesses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a screenshot of an auditor's report to suggest potential accounting concerns.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit