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 41,251-41,280
Pages 3,679
Rows per page 30
Component
41,251-41,280 of 110,355
63
The slide uses a red box callout to highlight the cessation of patient base growth reporting in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
65
The slide uses a red dashed box to highlight the divergence in the second chart.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
Uses red callout boxes to highlight the contradiction between management's claims and the reality of the financial data.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
70
Uses a series of quotes to contrast past transparency with current obfuscation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
73
The slide highlights a contradiction between management's guidance and the competitive reality of the CGM market.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
74
The slide highlights the discrepancy between company guidance and the analyst's bearish scenario.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
75
The slide highlights a significant deceleration in patient growth and revenue in the Spruce Point estimate compared to company guidance.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a table to expose the contradiction between analyst ratings and the actual price targets.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
80
The table highlights a pattern of negative market reaction to competitor product milestones.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a peer group of 8 companies to highlight valuation discrepancy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
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 Victory1 hit
10
The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
Uses red arrows to highlight the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Includes a red arrow annotation on the chart to highlight the divergence between acquisition spend and OCF.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
33
The slide uses a detailed table to reconstruct organic growth by subtracting inorganic contributions and FX impacts from total sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
35
The slide uses a red circle to draw attention to the recent quarters where the Spruce Point estimate shows significant negative growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses the growth in India headcount to argue that the company is pivoting away from its core product business.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
43
The slide uses a hub-and-spoke diagram to highlight the complexity and potential opacity of the corporate structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
44
The slide uses red boxes and arrows to highlight the discrepancy between intangible asset values and fixed asset values in the financial tables.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Includes a red 'Not for official use' watermark overlaying the table.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
53
Uses a direct quote from FASB Accounting Standards Codification to highlight a discrepancy in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a 'Four Different Inconsistent Statements' framework to undermine management credibility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
61
The slide uses a primary source document (TASE filing) to challenge the company's financial disclosures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
67
The slide uses a combination of a stacked bar chart showing cash decline and a screenshot of a 2011 investor presentation to highlight a contradiction between historical policy and current management rhetoric.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
69
Uses a 'CEO quote contradiction' framework to highlight the shift in management's tone.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
70
The slide uses a 'Spruce Point Adjusted EBITDA' to derive debt capacity and then calculates potential inorganic sales growth based on acquisition multiples.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a combination of a financial table and a long-form text excerpt to highlight accounting opacity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
82
The slide uses a 'Spruce Point Adj. EPS' calculation to challenge the company's reported earnings quality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit