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Matching slides 96,741
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69,721-69,750 of 96,741
01
The slide uses a visual metaphor of a Continuous Glucose Monitor (CGM) to imply the company is in an 'extreme sugar high' (overvalued) state.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
This is a classic activist short thesis slide, utilizing a strong headline thesis followed by a summary paragraph and a bulleted list of supporting arguments.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
06
Uses a contrast-pairs framework to juxtapose market optimism against activist skepticism.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
07
The table uses a 'Before' and 'After' structure to show the impact of G6 release and G5 transmitter repricing on cost competitiveness.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
08
Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
09
Uses a dual-axis style chart to show historical vs estimated patient adoption trends, highlighting a management reporting change in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
10
The slide uses a red dashed box to highlight the divergence between sensor and transmitter revenue growth starting in Q2 2018.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
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
16
Includes diagrams of CGM sensor placement and a closed-loop system setup.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a visual grouping strategy to distinguish between niche/integrated products and the 'most common' stand-alone products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 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
22
Includes a press release excerpt as evidence for the technological parity of the Libre 2.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
25
Uses a combination of clinical study citation and expert testimony to undermine the bull case for Dexcom's technical superiority.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
27
The slide uses green boxes to highlight competitive advantages of the Abbott Libre products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses three distinct callout boxes to present expert testimonials.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 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
31
The slide uses a 'before-after' or 'comparison' structure to show a trend of industry consolidation/integration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
32
Uses red boxes to highlight specific phrases in legal filings that are contradicted by the court's ruling.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
39
The slide uses management's own words to frame their capacity expansion as a competitive threat to peers (specifically Dexcom).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 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
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
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
68
Uses a list of media headlines to demonstrate a coordinated PR effort.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit