Matching slides 14,162
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The slide uses a two-row layout, each with a sidebar callout and a main body paragraph.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
10
This is a classic activist short-seller slide focusing on accounting irregularities and lack of transparency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
11
The slide uses a two-column layout with a dark green sidebar for key issue labels and a light grey main body for detailed arguments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The slide highlights a negative trend in client growth, specifically calling out the Q3 2023 decline with a red highlight.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses a red arrow callout to emphasize the negative trend in the most recent four quarters.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Uses a 'CFO quote vs. data' structure to highlight a discrepancy in business performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
The slide uses a comparison of 2021 vs 2022 10-K disclosures to show increased risk language.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses highlighting to emphasize specific criticisms regarding ethics, customer treatment, and fee hikes.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
Uses a table format to contrast executive quotes against the activist's thesis.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide highlights a contradiction between MSCI's expensive acquisitions and the reality of increased competitive pressure in those specific segments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
Uses red text and a red line to highlight contradictory statements from the CFO.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
Uses a red '??' callout to highlight the missing disclosure of Qontigo in the Index segment, despite Qontigo's active presence there.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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Uses quotes from Deutsche Börse leadership to frame Qontigo as a direct competitor to MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
Uses a side-by-side comparison of disclosure texts to expose a gap in MSCI's reporting.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
The chart shows a clear downward trend in average fees from 2016 to Q3'23.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
The slide uses highlighted text within quotes to emphasize key points about cost, flexibility, and self-indexing.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
32
Uses a CEO quote to highlight the operational burden of the company's new strategic direction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
35
Uses a contrast-pairs approach to highlight MSCI's internal leadership changes vs. external competitor success.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
36
The slide uses a Q&A format to present qualitative evidence of business maturity and client friction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
37
Uses a CEO quote from 2016 to contrast with 2016-2023 performance data.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
39
Uses red arrows to visually link expert commentary about commoditization to the specific legacy acquisitions in the table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
Uses Wayback Machine screenshots to demonstrate corporate revisionism.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses red and green arrows to highlight the contradiction between CFO commentary and actual financial performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
46
The slide uses a table to contrast specific quarterly and annual disclosures, highlighting the recurring mention of 'increased capitalization of expenses' as an offset to rising costs.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
Uses a table structure to juxtapose regulatory disclosures against executive commentary.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a before-after comparison to highlight a specific change in corporate messaging.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses a table format to highlight the specific change in issuer counts across three reporting periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
Uses direct quotes to expose potential inconsistencies in corporate reporting regarding headcount growth.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
The slide uses a screenshot of an old brochure to prove the lack of updates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
100
The slide uses a table of analyst ratings and a pie chart to visualize the lack of bearish sentiment despite negative company news.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit