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slides · global inventory

Table

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

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Matching slides 60,568
Current window 23,761-23,790
Pages 2,019
Rows per page 30
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23,761-23,790 of 60,568

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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
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
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
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
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
24
The slide uses a red arrow and red boxes to emphasize the slowdown in Q1'19.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
27
Uses direct excerpts from SEC filings to contrast the 2018 Q3 and 2018 10-K disclosures.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a table to highlight the discrepancy between revenue growth and receivables growth, specifically pointing to the 'long-term' receivables account.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a direct quote comparison from 10-K filings to highlight accounting inconsistency.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
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
43
The slide uses a red box to highlight the missing 'Work-in-Process' line item in the 2016 disclosure.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
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
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
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
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
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