slides · global inventory
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Matching slides 118,471
Current window 33,991-34,020
Pages 3,950
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33,991-34,020 of 118,471
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The imagery uses a sniper/predator metaphor (owl, soldier, rat) to imply the target company is being hunted or exposed.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 2 hits
03
This is a letter-format slide, acting as a formal communication of an activist thesis.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 2 hits
09
Uses red underlining and a red callout box to emphasize the specific change in risk disclosure language.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
10
The slide uses red underlining to highlight the word 'restructuring' in the legal text, directly linking it to the 10-Q disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
11
Uses direct quotes from company filings and legal contract text to highlight a potential breach of contract.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
12
The slide uses a table to show historical margin trends and a quote from the 10-Q to contrast management's explanation with the activist's skepticism.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
11
Uses a direct quote from an analyst to set up the contradiction with the company's own proxy statement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
90
Uses red underlining and callout boxes to emphasize specific constraints in Moody's credit rating rationale.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
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 Inaction2 hits
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)2 hits
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)2 hits
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)2 hits
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 Breakdown2 hits
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 Breakdown2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
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)2 hits
14
Uses a red box to highlight the pro forma calculation and the resulting negative YoY change.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
29
The slide uses a red box to highlight the pro forma calculation and the resulting organic revenue decline.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
34
Uses a direct quote from the company's own SEC filings to expose management failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
94
Uses a red callout box to link a specific data point in a table to a quote in a 10-K filing.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
59
Uses red arrows and callout boxes to annotate and debunk specific claims from Jefferies and DA Davidson research notes.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits