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Matching slides 119,566
Current window 65,461-65,490
Pages 3,986
Rows per page 30
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65,461-65,490 of 119,566

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21
Includes a primary source document (resignation letter) as evidence.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
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
28
Axon Enterprise (formerly TASER) (AAXN)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
47
Axon Enterprise (formerly TASER) (AAXN)Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
52
Axon Enterprise (formerly TASER) (AAXN)Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
56
Axon Enterprise (formerly TASER) (AAXN)Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
61
The slide uses a primary source document (a letter) to substantiate claims of corporate misconduct.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
63
Includes a visual reference to a book cover titled 'The Perfect Stock' as evidence of historical manipulation.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
65
Spruce Point Capital Management branding.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The imagery uses the Pinocchio trope to imply dishonesty, a common tactic in activist short-selling reports.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Standard Spruce Point branding with logo and confidentiality footer.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
29
Uses Glassdoor-style review snippets to build a narrative of internal dysfunction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
30
Spruce Point Capital Management branding.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
34
Uses red callout boxes to highlight specific long-tenured employee feedback.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
39
Uses red arrows and boxes to highlight the lack of disclosure in the 10-K and the implied valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
46
Includes a press release excerpt and a supporting data table comparing guidance changes to estimated acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Spruce Point Capital Management branding.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a waterfall-style logic to subtract inorganic revenue from management's total cloud revenue guidance to isolate organic performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The slide uses a direct excerpt from the company's 10-K to support the activist's claim of aggressive accounting.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses SEC complaint excerpts and proxy statement snippets to build a narrative of guilt by association.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit