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Matching slides 96,741
Current window 70,561-70,590
Pages 3,225
Rows per page 30
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70,561-70,590 of 96,741

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01
Slide 1
The image uses visual metaphor (rats in a dental office) to imply a negative/unclean situation, typical of activist short-seller decks.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short calls.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
Uses a checkmark-based comparison table to establish a pattern of failure.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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
09
This is a classic 'red flag' checklist used by activist short sellers to build a narrative of decline.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide uses a contrast-pairs framework to systematically dismantle the bull thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)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
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
20
Includes qualitative callouts regarding gross margin compression and cost structure assumptions.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
33
Uses a side-by-side comparison of two 10-K excerpts to expose a change in management's narrative.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
36
Includes a table of Align pricing and a list of Voodoo terms; highlights the methodology of using primary source documents to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 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
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
41
Uses a combination of qualitative expert testimony and a quantitative 'materiality' table to build a bearish thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
45
Uses a side-by-side comparison of analyst/CEO quotes vs. orthodontist feedback to frame the thesis.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
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
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
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