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slides · global inventory

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

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Matching slides 110,355
Current window 41,851-41,880
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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41,851-41,880 of 110,355

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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
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
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
52
Includes three distinct tables: cost-per-case, additional equipment expenses, and a total annual cost comparison by tier.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses a two-table structure to demonstrate the financial impact of switching from Align to alternative manufacturing methods.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
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)1 hit
68
Uses a table to contrast sell-side consensus growth (20%) with Spruce Point's estimate (11%) based on channel-specific saturation and churn.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
Includes a callout box justifying the bearish outlook and a stock price chart snippet.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
45
The slide uses a table to contrast broker estimates against revenue to show the impact of capital lease repayment modeling.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
The slide uses a callout box to emphasize the outlier status of Dropbox (highlighted in orange) compared to the peer group.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
The slide argues that Dropbox's reported FCF is overstated by ignoring operational costs classified as financing activities.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses a red arrow to highlight the specific line item 'Payments of capital lease obligations' in Box's financial table.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
49
Uses a combination of text analysis of SEC filings and a table of intangible assets to highlight accounting inconsistencies.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
The table demonstrates the impact of changing accounting treatment for commission costs on operating income.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
Uses two tables to show the static $13.0m patent value across different reporting periods (2016-2019).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
Includes a callout box with a quote from Morningstar analyst John Barrett.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
Includes two expert quotes and a comparison table of two precedent transactions (Intralinks and Carbonite).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide highlights specific financial metrics where Spruce Point expects underperformance due to churn and rising costs.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The table highlights that while Dropbox appears cheap on a revenue multiple basis, its adjusted free cash flow multiple is significantly higher than the peer average.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide highlights the discrepancy between market valuation and Spruce Point's bearish outlook based on FCF and revenue quality.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
60
The slide details the survey sample size, recruitment method, and respondent distribution across individual, SMB, and enterprise segments.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful activist short campaigns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a timeline-annotated line chart to highlight suspicious management actions (repurchases, executive changes) coinciding with stock price peaks.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a direct mapping technique to refute each point of the company's 'good business' criteria.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and financial reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses product photography as evidence of competitive indifference.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses a combination of corporate claims, market research, and anecdotal evidence to undermine the company's strategic focus.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a red arrow and circle to highlight WD-40 in the FAA table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit