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slides · global inventory

Source Note

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

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Matching slides 110,387
Current window 2,371-2,400
Pages 3,680
Rows per page 30
Component: Source Noteclear collectionreset all
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2,371-2,400 of 110,387

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11
Uses primary source excerpts from 10-Q and 8-K filings to establish a pattern of past governance issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
38
The slide uses a 'Stopped Historical Disclosure?' callout to emphasize the lack of transparency.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
40
The slide highlights Mettler-Toledo's position in two tables to argue for accounting manipulation.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
46
Uses visual cues (green checkmarks and red X) to contrast consistent vs inconsistent reporting.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
56
The slide uses a dual-axis chart to show the inverse relationship between margins and turnover, and a grouped bar chart for revenue per employee metrics.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
62
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing internal Luxembourg documents with public SEC disclosures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
72
Red arrow connects the restated 2008 figure in the 2009 10-K to the original 2008 figure in the 2008 10-K.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
73
Uses a red box and arrow to visually link the ~85% metric to the text describing it as an estimate.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
77
Includes a screenshot of a public records search and a table of lease expenses.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
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 2 hits
103
The slide uses a callout box to summarize the investigative findings and a table to quantify the specific variances in cash, fixed assets, and total assets.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
104
Uses a red arrow to visually connect audit firm data to employee experience data.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
107
The slide uses red boxes to draw attention to the specific contradictory dates in the source documents.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
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 2 hits
26
Uses red arrows to connect specific text in financial filings to the activist's claim of undisclosed acquisition activity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
28
The slide uses a red box to highlight the specific clause in the credit agreement and the corresponding column in the financial table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
20
Uses a 'before/after' or 'expectation vs reality' framing to highlight management turnover.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
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 Struggle2 hits
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 Struggle2 hits
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 Victory2 hits
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 Victory2 hits
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 Victory2 hits
28
Uses a side-by-side comparison of company-reported data vs. third-party platform data to highlight a discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
104
Uses a contrast-principle framework to highlight the discrepancy between growth and valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits
39
The slide uses a red flag icon and red text boxes to highlight suspicious language in the company's disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
47
Uses SEC disclosure excerpts to frame the contradiction.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
49
The slide uses a combination of a financial table (left) and a normalized earnings bridge/calculation (right) to expose accounting manipulation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
51
Uses a side-by-side comparison to highlight the contradiction between the 'special bonus' justification and the subsequent resignation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
54
Uses a contrast-pairs approach to highlight the discrepancy between the quiet resignation and the loud marketing of new tech.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
56
Uses SEC filings to highlight the complete divestment of the largest shareholder.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits