slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 33,811-33,840
Pages 3,950
Rows per page 30
Component
33,811-33,840 of 118,471
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The slide uses a red dashed box to highlight the divergence between sensor and transmitter revenue growth starting in Q2 2018.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
11
Uses a combination of market share data and stock valuation charts to argue for a valuation contraction.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
16
Includes diagrams of CGM sensor placement and a closed-loop system setup.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
20
The slide uses a table to demonstrate price disparity as a catalyst for insurance preference.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
24
Uses a 2x2-style layout to contrast legacy vs new technology across two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
25
Uses a combination of clinical study citation and expert testimony to undermine the bull case for Dexcom's technical superiority.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
28
Includes a pull-quote from a current employee and a summary of an interview with Bigfoot Biomedical CEO Jeffrey Brewer.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
31
The slide uses a 'before-after' or 'comparison' structure to show a trend of industry consolidation/integration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
34
The slide uses a red box and arrow to emphasize the disparity in manufacturer COGS and net revenue.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
37
The slide uses a bar chart to illustrate a 'price war' scenario where Dexcom's margins turn negative at lower revenue points compared to Abbott.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
42
The slide uses a comparison table to argue for a product switch based on cost-benefit analysis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
43
Uses red boxes and arrows to highlight specific cost comparisons and migration drivers.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
47
The slide uses a three-column layout to summarize the core thesis points, supported by visual evidence (product screenshots and charts).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
51
The slide uses a 'before-after' style comparison of market sizing assumptions to argue that the TAM is overstated.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
62
Uses a 'CEO quote contradiction' framework to contrast past management statements with current market realities.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
66
The slide uses a table to highlight a 56% price increase discrepancy, framing it as a 'hack' by users that masks underlying price sensitivity.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
67
The slide uses survey data to challenge the bull case for Dexcom by highlighting pre-buying behavior.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
69
The slide uses a causal-chain framework to link management actions (price hikes, product rollouts) to customer behavior (stockpiling) and financial outcomes (revenue growth).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
77
The slide uses a sensitivity table to argue that downside risk is significantly higher than upside potential.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
82
Uses a dual-axis line chart to show stock price vs valuation multiple over time, highlighting a divergence.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
52
The slide uses a 'before-after' or 'side-by-side' comparison to expose contradictions in corporate governance and professional credentials.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
17
The slide uses two line charts to demonstrate AT&T's financial stagnation as a proxy for risk to Amdocs.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
20
Uses analyst call quotes and regional revenue growth charts to highlight volatility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
22
Uses a 'he said/she said' format to expose management obfuscation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
23
The slide uses callout speech bubbles to contrast analyst questions with evasive management answers from Q1 FY 2016 and Q4 FY 2015 earnings calls.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
25
Uses a bar chart to contrast growth in acquisition vs non-acquisition periods and a summary table to quantify the difference.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits
27
The slide uses a grid of screenshots of acquired company websites to visually demonstrate the lack of integration.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits
28
Uses a collage of news clippings and a central callout to synthesize a narrative of management misdirection.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits
42
Uses excerpts from a PSA and a 20-F filing to highlight the discrepancy between marketing and operational reality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
46
The slide uses financial statement excerpts from three subsidiaries to highlight the lack of tangible assets relative to reported fixed/intangible assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits