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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 16,231-16,260
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

16,231-16,260 of 26,550

filter-aware
75
Spruce Point Capital Management branding with tree logo.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance with insider selling.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
77
Uses a combination of financial data, CEO quotes, and expert/orthodontist counter-quotes to expose a contradiction in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide highlights a specific accounting adjustment (SBC add-back) that Spruce Point argues is unjustified.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
Includes qualitative callouts regarding cost structure assumptions and a testimonial from a dentist in Memphis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
Includes a callout box justifying the bearish outlook and a stock price chart snippet.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
Includes a callout box highlighting additional risks to ASPs and multiples.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
82
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
The slide presents five bar charts summarizing the survey participant profile.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
The slide contrasts a broad survey (median 30 cases) with the activist's targeted survey (median 210 cases) to establish credibility.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
09
The slide uses a timeline-annotated line chart to highlight suspicious management actions (repurchases, executive changes) coinciding with stock price peaks.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a direct mapping technique to refute each point of the company's 'good business' criteria.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a 'before-after' style juxtaposition of company narrative vs. reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and financial reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses photographic evidence to compare retail pricing.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to show the trend of rising discounts relative to gross sales, culminating in a highlighted 5.7% figure.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
37
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses two side-by-side text blocks to contrast the credit agreement terms with the company's stated rationale for the draw down.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a contradiction between the company's strong financial position and its decision to draw down its entire credit facility.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a red box highlight to draw attention to the 'Finished Goods' row in the percentage table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The charts use a red box to highlight the 'Last Crisis' period (2008-2010) as a benchmark for current elevated levels.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a red box highlight to draw attention to the increasing trend of Working Capital % of LTM Sales.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a combination of market data, company quotes, and financial statement excerpts to build a case for currency risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
44
The slide uses a combination of current 2019 data and historical 2009 data to argue that the company is more vulnerable to international risks now than in the past.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses red arrows to point out specific omissions in the CEO's quote.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Uses red boxes to highlight specific line items in the income statement and corresponding percentage declines.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses a two-part structure to highlight the gap between reported results and management's forward-looking statements.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a 'before-after' style comparison of guidance vs actuals to highlight management's inability to forecast during economic downturns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Spruce Point Capital Management branding (tree logo).WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit