anlak storytelling
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Paragraph

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Matching slides 118,471
Current window 77,431-77,460
Pages 3,950
Rows per page 30
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77,431-77,460 of 118,471

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01
Slide 1
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
03
The slide uses a comparison table to establish credibility by citing past successful activist campaigns.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 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
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
15
The slide uses a comparison frame to establish the technological advantage of CGMs over traditional methods.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
18
The slide uses a contrast-based argument to explain market segmentation between two competing CGM 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
21
The slide contrasts the 'bull' narrative (Dexcom is superior for high-need patients) with the author's counter-argument (Libre 2 will level the playing field).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a patent excerpt and a user testimonial to validate the technical improvement.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
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
51
Uses a screenshot of an interview to frame a contradiction between his public persona and legal status.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
53
Uses screenshots of company websites to establish the link between the individual and the two companies.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
54
Uses red callout arrows to highlight specific names and dates in legal filings to suggest a conflict of interest.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses the analyst consensus to argue that the market is being misled by sell-side optimism.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
62
The slide uses a 'Spruce Point Normalized' column to adjust XPO's reported figures, effectively performing a forensic accounting reconciliation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
63
Includes specific callout box explaining the selection of peer companies for comparison.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
67
Includes red box annotations highlighting data discrepancies in IT professional counts and zero patent counts.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 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