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  "documentTitle": "Heska Corporation (HSKA)",
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  "authorName": "Spruce Point Capital Management",
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  "presentationDate": "2021-10-25 00:00:00",
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      "kind": "callout",
      "text": "Reading transcripts of Wilson's conference presentations, we often wonder if he is even trying to keep the most basic facts straight. We are continually surprised at his poor grasp of his own company's key metrics and the inconsistency with which it describes its business.",
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      "text": "So which is it? There is a material difference between 7,000 and 9,000 customers.",
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      "text": "So we've gone from roughly 2,500 at the start of the plan, 2,000, right in that range, to -- we're somewhere in the order of 7,000 to 8,000 total when we combine what we've done international expansion and also growth in the North America markets. — Kevin Wilson, Barclays Conference March 2021. And so, that's where we've been able to go from hundreds of customers in 2013 to 7,000, 8,000, 9,000 customers today. — Kevin Wilson, Stifel Conference June 2021.",
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      "text": "Source: Bloomberg Transcripts",
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      "text": "Recent Wilson Comments on Heska Customer Growth; Barclays Conference March 2021; Stifel Conference June 2021; So which is it? There is a material difference between 7,000 and 9,000 customers.",
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      "text": "Recent Wilson Comments on Heska Equipment Placements; Barclays Conference March 2021; BAML Conference February 2021; Shouldn't Heska disclose more about whether, when, and how often it derives revenue from a placement?",
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      "text": "How Can A Public Company CEO Be So Imprecise With Its Key Metrics?",
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