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slides · global inventory

Problem Agitate Solution

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

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Matching slides 26,550
Current window 16,201-16,230
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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16,201-16,230 of 26,550

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45
Uses a side-by-side comparison of analyst/CEO quotes vs. orthodontist feedback to frame the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
46
The slide uses a 'villain' (Align Technology) and their own CEO's words to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
47
Uses a 'Then vs Now' structure to establish a pattern of behavior by the executive team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
48
The slide uses a 'before-after' style visual (Case 1) to validate the efficacy of the uDesign software.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
49
Uses a mix of news clippings and expert testimonials to build a case for uLab's market disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
50
The slide uses a combination of historical data tables and forward-looking bar charts to argue for aggressive growth projections.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
51
Includes a testimonial callout from an orthodontist regarding material and labor costs.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
52
Includes three distinct tables: cost-per-case, additional equipment expenses, and a total annual cost comparison by tier.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses a two-table structure to demonstrate the financial impact of switching from Align to alternative manufacturing methods.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
54
The slide uses testimonials from dentists (Wasson, Ison) to validate the thesis that in-house printing is a viable, revenue-generating alternative to Align's model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
55
Includes a primary source FDA 510(k) document snippet and a testimonial quote from an orthodontist.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
Spruce Point Capital Management branding (pine tree logo).Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
57
The slide uses a comparison frame to debunk the 'moat' narrative surrounding Align's practitioner network.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide uses a 'villain' narrative, framing Align as an arrogant, monopolistic player.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
59
The slide uses direct quotes to frame Align as an antagonist to its own customer base.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
The slide uses a combination of narrative analysis, a historical press release, and testimonial quotes to build a case against Align's strategic decision.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
The slide uses red underlining to highlight specific phrases in the 2019 10-K text that indicate a shift in market dynamics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a table to perform a 're-calculation' of case mix to expose management's alleged lack of transparency.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
64
Uses a split-screen diagram to contrast market views; includes callouts for specific competitive threats.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
65
The slide uses a combination of management quotes and market landscape tables to build a bearish thesis on Align's pricing power.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
The slide uses a table to contrast high penetration among orthodontists with lower penetration among dentists to highlight limited growth runway.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
67
The slide uses red question marks and brackets to visually emphasize the 'black box' created by the company's reporting changes.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
68
Uses a table to contrast sell-side consensus growth (20%) with Spruce Point's estimate (11%) based on channel-specific saturation and churn.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a collage of screenshots from dental practice websites to demonstrate widespread industry shutdowns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
71
Uses a combination of news headlines and practitioner quotes to build a case for continued business disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
72
The slide uses a combination of expert testimony and a Google Trends chart to establish a negative outlook for dental practices during the pandemic.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
73
Uses ICL epidemiological models to argue against a V-shaped recovery for elective dental procedures.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
74
The slide uses a series of callout boxes to present anecdotal evidence supporting the thesis that Align Technology faces a competitive threat.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit