slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,031-3,060
Pages 2,019
Rows per page 30
Component
3,031-3,060 of 60,568
27
The slide uses a 'villain' framing technique to undermine the credibility of the target company's auditor.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
38
The slide uses a 'Stopped Historical Disclosure?' callout to emphasize the lack of transparency.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
40
The slide highlights Mettler-Toledo's position in two tables to argue for accounting manipulation.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
42
The slide uses a red box to draw attention to the 'Eliminations' line item in both tables.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
44
The slide uses a red box to highlight the difference between the company's reported FCF and the analyst's adjusted FCF.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
45
The slide uses a structured table to expose potential financial manipulation or aggressive accounting practices.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
47
The slide highlights a discrepancy in revenue reporting between the 2014 10-K and the 2013 10-K, suggesting an undisclosed restatement.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
55
Uses a red box and arrow to highlight the removal of the metric from the 2015 compensation table.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
67
Uses red underlining to highlight the change in amortization policy from 5 years to 10 years.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
93
Uses a combination of financial table data and job opening statistics to build a case against the company's reported profitability in China.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
111
The slide highlights that Mettler-Toledo spent 84% of its Operating Cash Flow on net share repurchases, significantly higher than its peers.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
112
Includes two tables: one showing historical buyback data and one showing sensitivity analysis of EPS returns based on share price.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
118
The slide highlights a potential accounting or human capital management anomaly at Mettler-Toledo.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
127
Uses shipping data (Bill of Lading) to link Mettler to a specific, struggling customer.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
17
The slide uses red boxes and lines to draw attention to specific inflated figures in Axon's TAM build-up.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
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 Struggle2 hits
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 Struggle2 hits
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 Struggle2 hits
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 Victory2 hits
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 Victory2 hits
14
The slide uses a 'less' adjustment table to calculate organic growth, followed by a table detailing acquisition multiples.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 2 hits
19
The slide uses red boxes to emphasize the negative change in fundamental holdings and the non-fundamental strategy of new buyers.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
95
The slide highlights the discrepancy between management's reported metrics and the analyst's adjusted metrics, specifically focusing on the treatment of wellness center startup costs.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
96
The slide uses a two-table structure: one for P&L adjustments and one for the valuation bridge to per-share value.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
18
The slide uses a 'before-after' comparison of royalty structures to highlight the negative impact on merchant margins.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
25
Uses bill of lading data to estimate unit counts and total revenue, comparing against reported figures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
45
Uses a red flag icon to highlight the lack of disclosure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
47
Uses SEC disclosure excerpts to frame the contradiction.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
49
The slide uses a combination of a financial table (left) and a normalized earnings bridge/calculation (right) to expose accounting manipulation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
56
Uses SEC filings to highlight the complete divestment of the largest shareholder.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits