Ben Axler
Contributor since: 2010
Company: Spruce point capital management
Posts
Why Church & Dwight's New Management Is Using Aggressive Accounting And Talking Up Struggling Acquisitions While Dumping Stock And Extracting Unjust Compensation: 35%-50% Downside Risk
Spruce Point Capital Management To Issue A Critical New Strong Sell Opinion Tomorrow On Another Megacap
Why Unique Data From IQVIA Suggests Faster Market Share Losses At Penumbra Than The Market Believes: 40%-55% Downside Risk
Spruce Point To Release Another Critical Strong Sell Report Tomorrow
A Fresh Look At Whistleblower Allegations From 2004 At Mettler-Toledo In The Context Of Its Remarkable Ability To Never Miss EPS Targets: 30-50% Downside Risk
Unique New Short Idea Tomorrow
Why The Market Is Missing A Renewed Competitive Threat To Taser's Core CEW
How Axon Enterprises (Formerly Taser) Has Obscured Its Financial Struggles, And Why The Stock Has 40%-60% Downside Risk
Why Verint Systems (VRNT) Has 60%-70% Downside Risk
Fantastic Research On A.O. Smith (AOS) This Morning, Spruce Point Has Had Suspicions About AOS And Is Short The Stock
Why Kornit Digital Looks Poised To Lose Amazon's Asia Business, Why Cash Flow Will Collapse, And Why The Stock Faces Up To 85% Downside Risk
Why PetIQ (PETQ) Faces Up To 90% Downside Risk
Why Aerojet Rocketdyne's Revenues Are Set To Decline And It Is 5x More Levered Than It Appears: 40% - 60% Downside Risk
Why Dexcom Faces 45%-60% Downside Risk
Spruce Point Finds Evidence That Shark Is About To Directly Compete Against iRobot In The "Premium" RVC Category
Why Spruce Point Believes CVNA Has 50%-70% Intermediate Downside Risk, And Is Potentially Worthless
Why Amdocs (DOX) Is Now In Financial Decline, Using Aggressive Methods To Obscure Its Problems, And Has 25%-50% Downside Risk
Why XPO Logistics Appears To Be Using A Nearly Identical Playbook To United Rentals, Which Was Charged With Accounting Fraud
Reiterate Strong Sell On iRobot (IRBT) With 70% - 80% Downside Risk On Growth Deceleration, Margin Contraction And Tariff Risk
Why Dollarama Is A Broken Growth Story And We See 40%+ Downside Risk
A Forensic Look At Mercury Systems' Exposure To Super Micro Motherboards Suggests Operational And Financial Exposure; 50%-60% Downside Risk
In A Market Difficult To Find Value At A Compelling Price, We Like Henry Schein And See 30%-50% Upside Potential
A Forensic Look At Weis Markets Shows A Non-Competitive Business Covering Up Financial Strains With Aggressive Accounting, 45%-65% Downside Risk
Maxar Technologies Has 100% Downside Risk Once Investors Realize Earnings Are ~80% Overstated, And The CEO Has Overseen Two Accounting Debacles
New Freedom Of Info Requests Show That A Majority Of 2U's Programs Are Failing Internal Targets And Industry Margins Are Compressing: 30%-50% Downside Risk
Forensic Investigation Into Momo Uncovers Evidence Of Related Party Dealing And Fundamental Challenges, 30%-50% Downside Risk
Why Spruce Point Is Skeptical Of Healthcare Trust Of America's  Management Team And Its Same-Property NOI Metrics, Calls For Independent Third Party Review, Sees 20%-40% Downside Risk
Where's Why U.S. Concrete's Over-Levered Roll-Up Is Struggling And Why Earnings Appear Overstated Due To Overcapitaliztion Of Expenses: 60% To 90% Downside Risk
Critical Analysis Of Kratos Q1 Results Show Evidence Of Revenue And Free Cash Flow Deterioration Being Obfuscated, And Potential Cash Misrepresentation
A Forensic Look At Mercury Systems (Nasdaq: MRCY) Suggests 50% To 85% Downside Risk
A Forensic Review Of Globant SA (NYSE: GLOB) Suggests 40% To 50% Downside Risk
Review Of Tootsie Roll 10-K Strengthens Case For 20%-50% More Downside