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slides · global inventory

Overcoming Monster

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

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Matching slides 10,649
Current window 4,681-4,710
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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4,681-4,710 of 10,649

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22
Spruce Point Capital Management branding (tree logo).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
23
The slide uses color-coded callouts to emphasize negative margin trends.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
24
The slide uses a red arrow and red boxes to emphasize the slowdown in Q1'19.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
25
The slide uses a bar chart to visually contrast historical cash flow performance against the current Q1 2019 outlier.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
26
The slide highlights a specific accounting treatment of employee stock awards as a financing cash flow, which the author argues should be operating.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
27
Uses direct excerpts from SEC filings to contrast the 2018 Q3 and 2018 10-K disclosures.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
28
Axon Enterprise (formerly TASER) (AAXN)Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
29
Uses a stock chart with annotations to highlight timing of events relative to price spikes.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses red bars to highlight the final data point in each series, coinciding with the timing of the Spruce Point short call (marked by a star).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a table to highlight the discrepancy between revenue growth and receivables growth, specifically pointing to the 'long-term' receivables account.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a direct quote comparison from 10-K filings to highlight accounting inconsistency.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a sensitivity analysis approach to estimate revenue inflation and gross profit impact.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
34
Uses red arrows to highlight specific text in email screenshots.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a 'before-after' style layout to show two different contract examples (Lancaster County and Glynn County) that both exhibit the same accounting anomaly.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a visual 'plus' and 'not equal' sign to highlight the mathematical failure to reconcile quarterly sums to the annual total.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
37
Uses red arrows to visually connect the guidance text to the actual spending text, emphasizing the discrepancy.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
38
Uses excerpts from legal filings to contradict company statements.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
39
Uses excerpts from 2018 and 2017 10-K filings to highlight the removal of specific overhead allocation language.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
40
The slide uses a bar chart to show historical vs projected margins and a table to contrast management's public statements with the reality of the Q1 2019 miss.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
41
Uses red arrows to highlight specific text in contract documents.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
42
Uses financial data from 2015-2018 to highlight a spike in inventory provisions, specifically calling out the VIEVU acquisition as a justification for the increase.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a red box to highlight the missing 'Work-in-Process' line item in the 2016 disclosure.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
44
Uses red underlining to highlight specific discrepancies in source documents.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
45
The slide uses a list of names to imply a pattern of management instability or potential internal control issues.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
46
The slide uses a guilt-by-association argument linking the Audit Chair's past employment at Arthur Andersen to Axon's aggressive accounting practices.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
47
Axon Enterprise (formerly TASER) (AAXN)Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses a chronological sequence of excerpts from SEC filings to demonstrate the omission of 'China' in later reports.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
49
The slide uses raw import data to challenge corporate narrative.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
50
The slide uses a table to highlight a discrepancy between company claims and shipping data.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
51
The slide uses a color-coded matrix to highlight scenarios where EBITDA impact exceeds 10%.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit