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slides · global inventory

Development

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

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Matching slides 11,188
Current window 5,821-5,850
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
18 30 60

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5,821-5,850 of 11,188

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17
The slide uses red boxes to highlight the cost savings advantage of in-house printing over third-party labs and Align's list prices.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
18
The slide uses a two-table structure to first calculate cost savings and then demonstrate the impact on net cash flow.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
19
Uses a table to decompose growth drivers (Doctors, Utilization, Cases) across three segments (North America, South America/Dentists, International) to justify a lower growth forecast.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
20
Includes qualitative callouts regarding gross margin compression and cost structure assumptions.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance to insider selling and buyback activity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide highlights the company's net cash position and high valuation multiples relative to street estimates.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
Includes a table detailing treatment stages (1-3) against various dental correction metrics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a sequential process flow to explain the operational steps of the Invisalign business model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a table to illustrate market fragmentation over time, supporting the thesis that Align's monopoly is eroding.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
Uses a before-after-framing style to contrast market perception vs reality.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Uses testimonials and news headlines to frame the threat of commoditization.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
Uses a combination of a government database screenshot and a custom bar chart to visualize the acceleration of market entrants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a table to show the expansion of the partner ecosystem, specifically highlighting new entrants in red.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
32
Uses a 'before-after' style contradiction by juxtaposing a CEO quote with a news article about a competitor and technical performance charts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
33
Uses a side-by-side comparison of two 10-K excerpts to expose a change in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
34
Uses testimonials and a bottom-up capacity calculation to support the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
35
The map uses red markers to indicate production sites, with some markers labeled with multipliers (e.g., 11x, 3x, 2x) to denote facility density or capacity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
36
Includes a table of Align pricing and a list of Voodoo terms; highlights the methodology of using primary source documents to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
37
The slide uses a term sheet from Voodoo to build a cost model, highlighting a 53-65% discount compared to Align.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
38
Includes a tier-based discount table for Align and a total annual cost comparison across different membership tiers.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
39
The slide uses a two-part table structure to derive cost savings and then integrates those savings into a full P&L statement to show the net impact on cash flow.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
06
Standard Spruce Point Capital Management branding slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
07
This is a classic activist short thesis summary slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
08
The slide uses a 'thesis-headline' structure followed by three distinct 'problem-statement' bullets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
09
The slide uses a two-bullet structure to summarize complex forensic accounting and governance critiques.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
10
The slide uses a 'What the Company Has Said' vs 'Spruce Point Cold Reality' framework to systematically dismantle deal narratives.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
11
The slide uses a classic 'Company Claim vs. Reality' structure to undermine management credibility.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit