1 deck published between 2014-05-20 and 2014-05-20 — 64 pages, 64 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
IRBT is a narrow consumer-vacuum company riding a robotics bubble; aggressive accounting, insider selling and a decaying moat point to $20-$25, or 25-40% downside.