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Campaigns / Spruce Point Capital → Axon Enterprise (formerly TASER)
Spruce Point Capital vs. Axon Enterprise (formerly TASER)

Axon Enterprise (formerly TASER) · AAXN

1 deck published between 2019-06-19 and 2019-06-19 — 72 pages, 72 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-06-19 initial thesis

    2019 06 64e7a52f804ef3b2e1c8ab25_aaxn_research_thesis_6 19 2019

    72pp · full_deck

    Axon is a mature Taser maker masquerading as a SaaS cloud story; aggressive accounting, China-tariff margin pressure, and TAM inflation justify a $27.50-$40 target — 40-60% downside.