Matching slides 2,146
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Slide function

961-990 of 2,146

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The slide uses a 3-column comparison table to establish credibility through past performance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short calls.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
50
The slide uses a Q&A format to present expert testimony.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
85
Includes a summary row calculating the average of the four transactions.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a table to establish credibility by citing past successful short campaigns.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction1 hit
40
Uses a 'before-after' style logic (or 'thesis-antithesis') to frame the industry shift from 'brain power' to 'data management'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
The slide uses quotes from EU officials to build a case against current ESG rating practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
Includes footnotes referencing Council Mandate and European Parliament Proposal.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The table uses a highlight row for the subject transaction (RCA/MSCI) to draw attention to the outlier multiples.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
81
The table lists 12 M&A transactions from 2016 to 2023, showing target/acquiror, date, description, and available financial metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
The slide uses a 'precedent' framework to establish credibility by showing past performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
20
The slide uses a table format to present a Q&A style interview.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
38
Includes a highlighted excerpt from a news source regarding the verdict.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
39
Includes a direct quote from a legal filing/precedent regarding anti-competitive conduct.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
50
The slide uses a table format to contrast Spruce Point questions with Zillow Flex agent responses.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses color-coded highlighting (yellow) to emphasize key takeaways within the quote.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses a 'precedent_table' to establish credibility by showcasing past successful short campaigns.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a precedent to validate the thesis that WSP is engaging in similar accounting practices.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a precedent table to establish credibility by showing a past successful short thesis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Includes a screenshot of the legal complaint and highlighted excerpts from the filing.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Includes a screenshot of a legal complaint (Bate et al v. Securly, Inc.) as supporting evidence.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a bubble chart to visually compare the magnitude of various privacy-related fines.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a list format to present legal precedents as evidence of structural governance risks.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
115
The slide contains the verbatim legal text of the California SOPIPA statute.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling reports.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to validate the firm's methodology by showing past successful outcomes.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit