slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 67,831-67,860
Pages 2,643
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Component
67,831-67,860 of 79,264
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
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
20
The slide uses a table to demonstrate price disparity as a catalyst for insurance preference.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 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
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
35
The slide uses a red arrow to visually link the 'Average Sensor & Transmitter Revenue per Patient per Day' from the consensus table to the 'At Par With Libre' scenario.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
36
The table highlights a scenario where Abbott maintains profitability at lower price points while Dexcom's margins turn negative.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
37
The slide uses a bar chart to illustrate a 'price war' scenario where Dexcom's margins turn negative at lower revenue points compared to Abbott.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
40
The slide uses survey data to undermine the narrative of Dexcom's technological moat.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
41
The slide uses survey data to undermine the 'premium quality' narrative of the target company.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 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
43
Uses red boxes and arrows to highlight specific cost comparisons and migration drivers.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
51
The slide uses a 'before-after' style comparison of market sizing assumptions to argue that the TAM is overstated.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 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
62
Uses a 'CEO quote contradiction' framework to contrast past management statements with current market realities.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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
66
The slide uses a table to highlight a 56% price increase discrepancy, framing it as a 'hack' by users that masks underlying price sensitivity.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit