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 58,039
Current window 17,851-17,880
Pages 1,935
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Slide function
17,851-17,880 of 58,039
30
The slide uses a red arrow and callout box to emphasize the negative trend in total AUM.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
The slide highlights a negative trend in organic sales growth, retention rate, and EBITDA margin.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
The chart shows a significant spike in Homes.com traffic in Q3 2023 followed by a stabilization.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
19
The slide highlights that technology spending growth significantly outpaced total budget growth in all three districts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
Includes a bar chart showing a spike in budgetary resources and a table detailing the three ESSER funding bills.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a table to demonstrate the 'explosion' in tech spending, specifically highlighting the Y/Y% growth rates.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses a 9.3x growth annotation to highlight the 2019-2021 spike.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
The slide uses a consistent dual-line chart format (red for staff, blue for students) to illustrate the 'scissors' effect of declining enrollment vs. increasing or flat staffing.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The table contains 25 rows of data across 9 columns, totaling 225 data points.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide highlights a trend of declining technology spending, particularly in districts with declining enrollment, and suggests this is a precursor to further pressure in 2025.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The data highlights that PowerSchool's penetration into district budgets remains extremely low and stagnant.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
The data highlights stagnant or declining penetration of the customer wallet despite growth in district budgets.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide argues that PowerSchool's capitalization practices inflate Adj. EBITDA and suggests a more conservative approach for comparability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a combination of a stacked bar chart and a summary table to highlight operational decline and strategic risk.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Analyze DataLoop · So What Cascade1 hit
66
The table highlights a specific impact calculation for weeks 15-18 of 2024, isolating the Beyoncé-driven traffic boost.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The table uses color-coded highlights (red for negative/lack of interest, green for positive/interest) to emphasize the findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The table uses color-coded highlights (green for positive/neutral, red for negative/lack of interest) to emphasize findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide argues that current valuations are inflated by non-repeatable COVID-era trends.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The table highlights a shift in store opening strategy towards lower-income areas and introduces a new $1m dice roll promotion.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses color-coded highlights (red for negative/warning, green for context) to emphasize the risk of underperforming new stores and the nature of the obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
48
The slide highlights positive employment growth metrics for a subset of the portfolio.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
52
The slide highlights the discrepancy between reported leverage and Spruce Point's adjusted leverage metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
84
The table shows a clear upward trend in inventory-to-sales ratios in 2022 and 2023 compared to previous years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
85
The chart highlights a divergence where inventory growth significantly outpaced sales growth starting in 2022.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
38
The slide uses survey data to argue that vertical SaaS platforms are a threat to QuickBooks by expanding into accounting.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
55
The slide uses callout boxes to emphasize specific negative trends identified in the data.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
17
Includes a detailed segment results table and a specific callout on the WFG distribution model.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit