slides · global inventory
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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 751-780
Pages 75
Rows per page 30
Slide function
751-780 of 2,245
35
The slide uses a combination of financial data and qualitative evidence (Glassdoor reviews) to support the thesis of underinvestment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
75
The slide uses a table format to present citations and summaries of research papers.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
11
The slide uses a list-based argument structure to challenge the company's market position and growth efficiency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
07
Uses expert interviews and financial metrics to argue that MSCI's growth is stalling and margins are being artificially supported.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
13
Uses a visual metaphor of red flags to denote areas of concern.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
The slide uses four pie charts to segment churn drivers by product category (Index, Analytics, ESG & Climate, Private Assets).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
90
The slide uses a table to highlight the trend of dividend growth, specifically calling out the most recent 10.4% figure as a red flag.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
121
The chart uses a red bar to emphasize the 'Pro Forma' leverage level.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
The chart shows quarterly data from Q1 2016 to Q4 2024.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Aha Moment1 hit
41
The chart highlights the U.S. as an outlier in buyer agent usage compared to other developed economies.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
93
The slide uses red arrows to connect the SEC filing text regarding the new CFO's age (37) to Korn Ferry's benchmark data showing the average CFO age is 54.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a red box to highlight the discrepancy between historical performance and projected growth/margins.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
07
The slide uses a sidebar-body layout common in activist investor presentations to categorize allegations.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses a numbered list to present a thesis of short-selling, focusing on regulatory risk, revenue inflation, aggressive capitalization, and goodwill impairment.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a 3-set Venn diagram to categorize states based on three criteria: high-need districts, high-need students, and reliance on ESSER funding.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
The slide uses a custom step-chart to illustrate the cumulative impact of various financial factors over time.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a causal chain diagram to illustrate the link between ESSER funding expiration and job losses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a three-column layout to categorize districts by their financial outlook.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Includes a red circle annotation around the third point and a green starburst graphic for emphasis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Includes a bar chart of per-student expenditure and a table of expenditure distribution by functional area.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a strong 'villain' narrative, framing the company's strategy as illogical and deceptive.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
11
The slide uses a sidebar-body layout common in activist investor presentations to highlight key risks.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
34
The slide uses a table to highlight negative year-over-year traffic trends for BOOT, supported by a callout box explaining the methodology.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a line chart comparing DIO across four companies and six photos of store interiors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a standard activist short-seller report format, combining forensic accounting allegations with fundamental business analysis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
09
The slide uses a numbered list format with red flag icons to emphasize risk factors.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
46
The slide uses a grid of sparkline-style area charts to demonstrate negative growth trends across multiple portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
109
The slide uses a numbered list format with red flag icons to emphasize risk factors.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
07
The slide uses a bulleted list to systematically dismantle the company's reporting transparency and business quality.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit