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Matching slides 96,741
Current window 70,081-70,110
Pages 3,225
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70,081-70,110 of 96,741

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130
The slide highlights MTD's premium valuation relative to peers, suggesting it is overvalued.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
134
The slide highlights a 'Very Similar Result' between R&D expense avoidance and excess capitalization impacts.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
135
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate Net Debt/EBITDA ratios.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
136
The slide uses a two-part valuation build-up (Revenue and P/E) to justify a significant downside target.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
01
Slide 1
The image is stylized to look like police body-cam footage, with the subject's shirt edited to read 'BUY MY STOCK'.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
04
This is a classic activist short thesis slide, framing the company as a 'Strong Sell' with specific downside targets.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
05
This is a classic activist short-seller thesis slide, focusing on accounting irregularities and operational failures.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
06
The slide uses a classic activist short-thesis structure: market opportunity critique followed by governance/integrity critique.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a bulleted list to deconstruct the market's bullish thesis and replace it with a bearish valuation.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
08
Spruce Point Capital Management branding (pine tree logo).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
10
The slide frames Axon's success as a result of early-mover advantage in niche markets rather than inherent superiority, highlighting emerging competition from Motorola.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a customer journey/process flow to highlight where Axon currently operates versus where they are attempting to expand.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a matrix to highlight Axon's lack of core CAD/RMS capabilities compared to its competitors.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 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
14
Includes a process diagram of investigative case management and a funding table for Mark43.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses red 'X' marks to visually emphasize Axon's lack of activity in key software segments.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
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 Moment1 hit
19
The table contrasts financial growth metrics with qualitative disclosure failures over time.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 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
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
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
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
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