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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 7,651-7,680
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

7,651-7,680 of 14,162

filter-aware
84
Uses two tables from financial statements to highlight the discrepancy between cash outflows for software development and the add-backs in non-GAAP metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The slide uses a table to compare forecasted vs actual amortization and highlights the growing 'Thereafter' bucket as a percentage of total expenses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide highlights the removal of specific line items like 'Amortization of capitalized product development costs' in the 2023 statement compared to the 2021 statement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses a comparison table to show how the company changed its reporting methodology, implying potential pressure from investors.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses direct quotes from 10-K filings to highlight the discrepancy between PowerSchool's accounting policy and its actual contract terms.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a direct quote from the 10-K to support the argument that the liability functions as debt.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
Includes a screenshot of a company slide showing a deleveraging chart, contrasted with a custom Spruce Point adjustment table.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide uses a 'Spruce Point Adjusted' calculation to challenge the company's reported metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a waterfall-style bridge table to highlight accounting adjustments that inflate EBITDA.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
Includes a screenshot of an SEC comment letter and a snippet of the company's balance sheet.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a red callout box to highlight the shift in methodology and the resulting contradiction in management's assessment of impairment triggers.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The slide uses a comparison frame to contrast 2022 and 2023 10-K disclosures, highlighting the shift to 'undiscounted cash flows'.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
The slide uses a yellow callout box to highlight the core thesis of executive flight.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
104
Uses SEC filing excerpts to frame the narrative of a questionable leadership change.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
Uses a WSJ article snippet to establish a negative character reference for a key executive.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
Includes a red box highlight on the source text and a callout box summarizing the concern.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
107
The slide uses a callout box to frame the argument and includes excerpts from the company's proxy statement to contrast with the activist's claim.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
108
Includes a callout box highlighting concerns about reporting quality and a snippet from an employment agreement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
110
The slide uses a 100% pie chart to visually emphasize the lack of diversity in analyst sentiment.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
Highlights the conflict of interest between insiders/sponsors and public shareholders.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a narrative-heavy structure to draw parallels between FND and a historical bankruptcy case (Linens 'N Things) to undermine management credibility.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a 'myth vs. reality' structure to dismantle the bull case for FND.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a red flag icon to emphasize the negative nature of the changes listed.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
15
Uses the 'contrast-pairs' framework to highlight the gap between Buffett's stated values and FND's operational reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a visual 'red flag' icon and a large 'X' to emphasize the negative nature of each point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a table-like structure to contrast FND's official statements with the reality of executive compensation and whistleblower testimony.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses red underlining and arrows to connect the executive's biography to specific past corporate failures.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Uses a red box to highlight the false claim in the company bio and a red box to highlight the 'Lapsed' status in the verification record.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Uses a side-by-side comparison to highlight similarities in business strategy language between a failed company and the target company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
23
Uses a red arrow to link the CEO's quote to the 2004 sales figure and a red box to highlight the inflection point in store growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit