Matching slides 18,554
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12,841-12,870 of 18,554

filter-aware
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
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
39
Uses excerpts from 2018 and 2017 10-K filings to highlight the removal of specific overhead allocation language.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
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
44
Uses red underlining to highlight specific discrepancies in source documents.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
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
54
Uses a table to demonstrate the deterioration of VIEVU's financial performance post-acquisition.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a table to highlight the discrepancy between claimed contingent consideration and the balance sheet entries.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
59
Uses a collage of news headlines to frame the CEO as the central figure of a recurring ethical issue.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
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
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
11
Uses a combination of a table and callout boxes to visually demonstrate the 'revenue benefit' and 'earnings benefit' derived from accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
13
Uses a before-after comparison of reported vs. adjusted metrics to highlight the impact of accounting changes.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
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
52
Uses a direct comparison of two text sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit