slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 41,221-41,250
Pages 3,679
Rows per page 30
Component
41,221-41,250 of 110,355
07
The table uses a 'Before' and 'After' structure to show the impact of G6 release and G5 transmitter repricing on cost competitiveness.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
08
Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
09
Uses a dual-axis style chart to show historical vs estimated patient adoption trends, highlighting a management reporting change in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
10
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 Hunter1 hit
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 1 hit
12
The slide uses historical precedent to argue that the market underestimates the impact of Abbott's product launches on Dexcom's valuation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
13
Includes a bridge from Market Cap to Enterprise Value and a table of valuation multiples and growth/margin metrics.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
17
The slide uses a visual grouping strategy to distinguish between niche/integrated products and the 'most common' stand-alone products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
19
The table highlights the integrated nature of the Libre sensor/transmitter as a cost-saving factor.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
26
Uses a patent excerpt and a user testimonial to validate the technical improvement.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
30
Includes a quote from an Insulet earnings call as evidence of industry anticipation of interoperability.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
32
Uses red boxes to highlight specific phrases in legal filings that are contradicted by the court's ruling.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
39
The slide uses management's own words to frame their capacity expansion as a competitive threat to peers (specifically Dexcom).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 Reveal1 hit
44
Uses red boxes and arrows to draw attention to 2018e data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
45
Uses earnings call quotes to highlight a discrepancy between Abbott's reported progress and Dexcom's downplaying of the situation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
46
The slide uses red arrows to visually depict the loss of market leadership over time.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
49
This is a classic 'concede and pivot' slide used by activist short sellers to frame the bull case before dismantling it.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
50
Includes three distinct data tables: Diabetes Statistics, Market Shares, and Market Penetration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
52
The slide uses two charts to contrast market participant claims with independent data sources.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
53
Includes red callout boxes highlighting specific market share data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
54
The slide uses stacked bar charts to contrast incremental and total market share between two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
55
Includes a quote from Abbott's 4Q FY18 earnings call to support the thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a combination of bar charts for market sizing and pie charts for incremental share to derive a final 'remaining patient' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a 'bear case' projection to illustrate a 'cliff' in growth, framing the company's future as unsustainable.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a map-based visualization to contrast regional diabetes statistics against the thesis that international expansion is not a viable growth strategy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses two charts to contrast the number of patients in developing countries with the actual healthcare spending power in high-income countries.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
60
Uses a red 'X' overlay on a chart to visually dismiss management's TAM projections.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit