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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 79,264
Current window 68,551-68,580
Pages 2,643
Rows per page 30
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18 30 60

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68,551-68,580 of 79,264

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07
The slide uses a dense, text-heavy format typical of activist short reports to build a multi-faceted argument against the company's valuation.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
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
12
Includes three distinct charts and three qualitative testimonials from industry participants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
13
Uses a combination of qualitative quotes and a quantitative table to build a 'risk' narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
06
The slide uses a classic activist short-thesis structure, framing the company as a 'melting ice cube'.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a table to contrast historical user growth milestones with company disclosures, highlighting a specific account purge event.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
Uses visual evidence (screenshots) to support the claim of slowing growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
16
The Dropbox chart is highlighted with a red border to draw attention to the negative trend.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a table to highlight decelerating YoY growth in paying users and stagnant conversion ratios, while attributing ARPU growth to specific pricing actions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a red box to highlight the key metric: Sales and Marketing Per LTM Net User Addition and its YoY growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
19
Uses Semrush data to argue that Dropbox's customer acquisition cost is rising while organic visibility is declining.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
22
Uses survey data to challenge the 'stickiness' thesis of the target company.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Uses a direct quote from a Dropbox CFO to contrast with survey findings.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Includes a quote from an analyst (Mark Mahaney) that the slide author is preemptively refuting by highlighting the high cost per customer.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a 'villain' framing (management) vs 'naive' market participants (bloggers/analysts).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
38
The slide uses two tables to show the progression from raw cash flow data to derived valuation multiples.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
44
The slide uses a table to highlight the discrepancy between management's 'high single digits' guidance and the actual rising percentage of revenue.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 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
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
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
39
The slide uses a table of analyst ratings to contrast market consensus with the activist's bearish thesis.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
40
Includes a specific 'Spruce Adj' row for LHCG to adjust for organic growth and FCF yield.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
41
Includes a Bloomberg terminal screenshot showing historical EV/EBITDA expansion.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit