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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 70,111-70,140
Pages 3,225
Rows per page 30
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70,111-70,140 of 96,741

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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
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
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
53
The slide uses two distinct sensitivity tables to demonstrate that even under various pricing and adoption assumptions, the total addressable market is significantly smaller than Axon's market cap increase.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
57
Uses an org-chart style diagram to illustrate family connections and roles.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses a 'villain' framing to discredit the individuals by linking them to legal and ethical misconduct.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
60
Uses a three-column layout to present case studies of alleged corruption.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
62
Uses visual evidence (news clippings and photos) to frame the CEO's behavior as unprofessional and indicative of poor governance.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
64
The slide uses a combination of a bar chart and a data table to illustrate the trend of declining insider ownership and significant insider selling.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
66
The slide uses the correlation between retail client base and bullish ratings to discredit the consensus price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses arrows to visually indicate the direction of ownership trends for each investor.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
68
The slide uses red boxes to highlight specific companies (MACE Security, Applied Energetics) as examples of poor comparables.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
69
The slide contrasts current peer selection with a historical list from 2008 to show a shift in narrative.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
70
The slide argues that Axon's current valuation is inflated compared to its actual peer group.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a sum-of-the-parts valuation approach to justify a bearish price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a dense, text-heavy format typical of activist short reports to establish a comprehensive negative thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a bulleted list format to present five distinct pillars of the short thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
07
Uses red arrows to connect management's guidance changes to the 'cookie jar' reserve calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
10
The slide uses a table to contrast revenue and margin targets, highlighting a specific footnote as the source of the alleged misrepresentation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
12
The slide uses a red arrow callout to explain a specific accounting change (ASC 606) in 2019.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
14
The slide uses a before-and-after comparison of performance metrics to highlight potential manipulation of executive compensation targets.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
15
The slide uses a 'guilt by association' and 'past performance' argument to undermine the credibility of current management.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
16
The slide uses a comparison framework to draw a direct line between past corporate governance failures and present-day concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit