slides · global inventory
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Matching slides 78,138
Current window 50,761-50,790
Pages 2,605
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50,761-50,790 of 78,138
37
Uses a bar chart to show MTD outperforming peers, combined with a callout box citing a Sartorius guidance cut to imply industry-wide margin pressure.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
54
The slide uses a line chart to show Mettler's declining ratio over time and a table to compare this trend against a peer group.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
69
The chart shows a dual-axis view (bar for absolute dollars, line for percentage) alongside a supporting data table.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
102
The slide uses a line chart showing a decline in shipments post-2015, annotated with two callouts citing company 10-K filings to explain the context of the decline.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
126
Includes a quote from a 10-K filing to contrast with the observed shipping volume data.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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 Inaction1 hit
13
Includes a process diagram of CAD systems and a market structure chart showing tier-based competition.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses large red 'X' overlays to visually emphasize the failure of Axon's strategy. It contrasts a market structure chart with a table of competitor acquisitions.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 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
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
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
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
27
Uses red arrows to connect text to specific document snippets.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Uses a combination of corporate filings/quotes and a dual-axis chart to highlight the discrepancy between narrative and financial reality.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Includes a quote from a UK peer (Pets at Home) to illustrate the difficulty of scaling veterinary practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses a timeline-like flow to show the progression from initial claim to financial modeling to actual results.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
93
Uses a stock chart with red sell markers and a table showing declining ownership percentages over three fiscal years.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a timeline-over-chart format to correlate specific corporate governance and financial events with stock price movements.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
22
The slide uses a 'villain critique' structure to frame the SLS program as a liability for the company.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
31
Includes a direct quote from a 10-K filing to support the argument.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
76
The chart highlights the increasing reliance on Sonoran for funding capacity, with percentages annotated for specific years.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
77
The slide highlights a liquidity crunch by comparing historical and projected funding capacity against loan originations and retail sales.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
78
The slide uses a stacked bar chart to compare reported GPU against adjusted scenarios to highlight the impact of specific accounting choices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a timeline-annotated line chart to correlate stock price drops with specific negative corporate events and insider selling activity.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
04
Uses a stock chart with annotated events to establish credibility through past successful short campaigns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
10
The slide uses a timeline-over-chart approach to frame corporate events as 'red flags' for investors.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
17
The slide uses Google Trends as a proxy for business health to contradict growth narratives.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
30
Uses a combination of SEC filing data, executive quotes, and stock charts to build a bearish case.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit