slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 78,421-78,450
Pages 3,950
Rows per page 30
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78,421-78,450 of 118,471
01
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
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
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
14
Includes two bar charts and three testimonials from dental professionals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
16
Includes a testimonial callout from an orthodontist regarding material and labor costs.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
19
Uses a table to decompose growth drivers (Doctors, Utilization, Cases) across three segments (North America, South America/Dentists, International) to justify a lower growth forecast.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
21
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance to insider selling and buyback activity.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
25
The slide uses a sequential process flow to explain the operational steps of the Invisalign business model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a table to illustrate market fragmentation over time, supporting the thesis that Align's monopoly is eroding.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
Uses a before-after-framing style to contrast market perception vs reality.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Uses testimonials and news headlines to frame the threat of commoditization.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a table to show the expansion of the partner ecosystem, specifically highlighting new entrants in red.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 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
49
Uses a combination of text analysis of SEC filings and a table of intangible assets to highlight accounting inconsistencies.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
The table demonstrates the impact of changing accounting treatment for commission costs on operating income.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
Includes a specific quote from company filings and a table showing the pro forma adjustment to book value.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 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
54
Includes a callout box with a quote from Morningstar analyst John Barrett.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
60
The slide details the survey sample size, recruitment method, and respondent distribution across individual, SMB, and enterprise segments.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit