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slides · global inventory

Paragraph

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

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Matching slides 118,471
Current window 77,491-77,520
Pages 3,950
Rows per page 30
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77,491-77,520 of 118,471

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78
The slide uses a table to expose the contradiction between analyst ratings and the actual price targets.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
79
Uses a combination of a stock price chart with insider transaction markers and a bar chart showing the decline in percentage ownership.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
80
The table highlights a pattern of negative market reaction to competitor product milestones.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a peer group of 8 companies to highlight valuation discrepancy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a standard valuation bridge format to derive equity value from enterprise value, adjusting for debt, cash, and equity investments.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to demonstrate the firm's track record in Israel.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
This is a classic activist short thesis slide, structured as a list of 'Hallmark Indicators' and 'M&A' concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
08
The slide uses a 'Have We Seen This Before?' column to reinforce the pattern recognition argument.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a 'Yes' column to emphasize the repetition of negative patterns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
Uses red arrows to highlight the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Includes a red arrow annotation on the chart to highlight the divergence between acquisition spend and OCF.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
Uses red boxes to highlight signatures in the provided document screenshots.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
The slide uses a 'Spruce Point Adj Estimates' column to contrast against 'Street and DOX Figures', illustrating the firm's thesis on inflated earnings and hidden debt.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
The slide highlights the dependency of Amdocs on a stagnating telecom sector.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Uses a 'quote vs. rebuttal' structure to expose management narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses employee testimonials to frame the company as a legacy IT services firm rather than a modern tech innovator.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
Uses a numbered callout system to map the flow of a specific Q&A exchange.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a bar chart to contrast growth rates and a summary table to quantify the performance gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
29
The slide uses a 'villain critique' approach by citing past legal testimony to question current management integrity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
30
Uses screenshots of 20-F filings and LinkedIn analytics to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
31
Uses screenshots of Glassdoor reviews with red underlines highlighting negative sentiment.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
33
The slide uses a detailed table to reconstruct organic growth by subtracting inorganic contributions and FX impacts from total sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
34
The table breaks down inorganic sales contributions by specific acquisition and adjusts for FX impact to derive estimated organic sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
35
The slide uses a red circle to draw attention to the recent quarters where the Spruce Point estimate shows significant negative growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
37
Uses red arrows and brackets to highlight the disconnect between asset value growth and square footage distribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses visual evidence (photos) and data trends to challenge the company's 'tech' narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
41
The slide uses the growth in India headcount to argue that the company is pivoting away from its core product business.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit