slides · global inventory
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Matching slides 118,471
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77,821-77,850 of 118,471
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The slide uses a comparison table to demonstrate that the sum of assets from local tax filings is significantly lower than the consolidated figures reported in SEC filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
91
Includes red 'X' marks and callout box indicating reconciliation failure.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
92
The slide uses a flow diagram to illustrate the flow of sales costs and a table to quantify the variance between reported sales figures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
96
Includes a highlighted excerpt from a Chinese IPO prospectus regarding market competition risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
97
Uses red boxes and arrows to highlight missing or inconsistent information in SEC filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
98
Includes photographic evidence of the registered address showing other companies and an abandoned office.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
99
Uses photographic evidence and SAIC record screenshots to support the claim of a 'ghost' entity.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
100
Uses visual evidence (photos) and registry data to cast doubt on asset legitimacy.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
101
The table highlights a 'Funding Deficit' that is not fully covered by 'Net Borrowing', leading to the activist's theory of internal capital manipulation.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 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
108
The slide uses highlighted text in source excerpts to draw attention to the contradiction.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
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 1 hit
113
Uses a call-and-response format to frame the contradiction.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
114
The slide uses a dual-chart layout to correlate stock price performance with insider selling activity.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
115
Uses a combination of biographical background and SEC filing excerpts to build a case of self-serving behavior.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
116
The slide uses a direct quote from a CFO to cast doubt on management's narrative.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
117
The slide uses a table to contrast Mettler-Toledo's accounting policy with specific peer examples (Agilent, Waters, Bruker) to imply a governance or cultural issue.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
119
Uses red arrows to highlight specific data points from source tables to the summary table.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
121
The slide highlights a discrepancy between investor-facing Free Cash Flow and internal bonus-linked cash flow definitions.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses a table to draw a parallel between the subject's past board roles and the subsequent corporate failures/fraud, implying a pattern of negligence or complicity.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
125
The slide uses a table to aggregate disparate qualitative and quantitative signals of business decline.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 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
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
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
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