anlak storytelling
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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 70,591-70,620
Pages 3,225
Rows per page 30
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18 30 60

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70,591-70,620 of 96,741

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55
Includes a primary source FDA 510(k) document snippet and a testimonial quote from an orthodontist.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
57
The slide uses a comparison frame to debunk the 'moat' narrative surrounding Align's practitioner network.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide uses a 'villain' narrative, framing Align as an arrogant, monopolistic player.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
59
The slide uses direct quotes to frame Align as an antagonist to its own customer base.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
The slide uses a combination of narrative analysis, a historical press release, and testimonial quotes to build a case against Align's strategic decision.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
The slide uses red underlining to highlight specific phrases in the 2019 10-K text that indicate a shift in market dynamics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a table to perform a 're-calculation' of case mix to expose management's alleged lack of transparency.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
74
The slide uses a series of callout boxes to present anecdotal evidence supporting the thesis that Align Technology faces a competitive threat.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide highlights a specific accounting adjustment (SBC add-back) that Spruce Point argues is unjustified.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
Includes a callout box highlighting additional risks to ASPs and multiples.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
The slide presents five bar charts summarizing the survey participant profile.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
The slide contrasts a broad survey (median 30 cases) with the activist's targeted survey (median 210 cases) to establish credibility.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful activist short campaigns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-column layout with sidebar labels for thematic grouping of arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a timeline-annotated line chart to highlight suspicious management actions (repurchases, executive changes) coinciding with stock price peaks.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a direct mapping technique to refute each point of the company's 'good business' criteria.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses product photography as evidence of competitive indifference.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Uses red arrows to visually emphasize decline in both sectors.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses a chronological sequence of quotes to highlight management inconsistency.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses a 'CEO Quote vs Reality' structure to undermine company narrative.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses a red box to draw attention to the expanded 'Hazards Identification' section in the newer document.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a red arrow and circle to highlight WD-40 in the FAA table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses a bubble chart to frame China as a massive opportunity, contrasted against a timeline of CEO quotes that highlight the gap between expectation and reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Includes a testimonial-style quote from a former employee and photographic evidence of shelf placement.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses photographic evidence of shelf pricing and website screenshots to demonstrate price erosion.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses visual evidence of shelf pricing to demonstrate competitive threat from private label products.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses visual evidence (photo) and price comparison to frame Walmart as a competitive threat.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses photographic evidence to compare retail pricing.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a contradiction between the company's strong financial position and its decision to draw down its entire credit facility.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit