slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,566
Current window 65,611-65,640
Pages 3,986
Rows per page 30
Component
65,611-65,640 of 119,566
02
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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The slide uses bolded headers for each of the five key arguments.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
11
Includes a screenshot of an FDA database search and a bar chart showing the acceleration of approvals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
Includes a table detailing treatment stages (1-3) against various dental correction metrics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
31
The slide uses a table to show the expansion of the partner ecosystem, specifically highlighting new entrants in red.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
35
The map uses red markers to indicate production sites, with some markers labeled with multipliers (e.g., 11x, 3x, 2x) to denote facility density or capacity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
42
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
46
The slide uses a 'villain' (Align Technology) and their own CEO's words to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
56
Spruce Point Capital Management branding (pine tree logo).Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a collage of screenshots from dental practice websites to demonstrate widespread industry shutdowns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
75
Spruce Point Capital Management branding with tree logo.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
82
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
10
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
Uses a screenshot of a forum to provide primary source evidence for the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a news article screenshot to frame the company's real estate expansion as a 'vanity' project.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Includes Spruce Point Capital Management logo/branding (pine tree).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
Uses a combination of historical acquisition context, executive turnover, and competitive landscape screenshots to build a bearish case.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses external citations to frame Dropbox as a laggard in the collaboration software market.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Uses callout boxes to link specific user complaints to the Reddit community page screenshot.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
Spruce Point Capital Management branding (pine tree logo).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 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
59
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
01
The slide uses visual metaphor (leaking product, pests) to imply poor quality or operational issues at the target company.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit