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

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Matching slides 9,820
Current window 3,541-3,570
Pages 328
Rows per page 30
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Slide function

3,541-3,570 of 9,820

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36
The slide highlights Mettler-Toledo in orange rows to contrast its high margin ranking with its low sales and EBITDA per employee rankings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
39
The slide uses a callout box to provide qualitative context for the low salary data, linking it to manufacturing in low-cost countries.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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 · Evidence1 hit
41
The slide uses a red box to highlight the stagnant R&D employee count for Mettler-Toledo and a callout box to emphasize the red flag.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
51
The slide uses excerpts from 10-K filings to highlight the discrepancy between the subject company's high inventory charges and the lower industry standard.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
68
The slide uses red boxes to highlight specific aggressive accounting practices in peer disclosures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
70
The table highlights Mettler Toledo in a red box to emphasize the outlier status.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 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
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
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
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
131
The target company (Mettler-Toledo) is highlighted in red across all four charts.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
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
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
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
23
The slide uses a before-after framing to contrast the post-acquisition performance of two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
17
The slide highlights that AOS's valuation multiples are high despite significant exposure to emerging markets, which the author argues should command a discount.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
54
Includes a quote from a UK peer (Pets at Home) to illustrate the difficulty of scaling veterinary practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
94
The slide uses red boxes to highlight the premium valuation multiples of PetIQ compared to the peer groups.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses a table to illustrate the loss of market share to competitors like Orbital ATK and Blue Origin.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
49
The table uses red arrows to emphasize the decline in ownership for most fundamental investors and the AJRD Savings plan.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The table includes a 'Max', 'Average', and 'Min' row for the peer group, followed by Aerojet's current and 'Adjusted' valuation metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
The slide uses a red box to highlight the 'Small Cap Peers' group and a blue line to strike through the comparison, indicating Spruce Point's disagreement with the market's valuation methodology.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
Uses a bar chart to highlight Carvana's outlier status in overhead costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
60
The slide uses a bar chart to highlight Carvana (CVNA) against peers (SAH, GPI, AN, PAG, KMX, LAD) with a horizontal line indicating the industry average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
61
The slide uses stacked bar charts to contrast revenue and GPU composition between the two companies.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
95
The slide argues that Carvana is mispriced because it is being compared to the wrong peer group.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
59
The slide highlights the disconnect between Kornit's high valuation multiples (P/E, EV/EBITDA, EV/Sales) and its peer group averages.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit