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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 9,661-9,690
Pages 3,225
Rows per page 30
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9,661-9,690 of 96,741

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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 Monster2 hits
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 2 hits
26
Uses a patent excerpt and a user testimonial to validate the technical improvement.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
28
Includes a pull-quote from a current employee and a summary of an interview with Bigfoot Biomedical CEO Jeffrey Brewer.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
37
The slide uses a bar chart to illustrate a 'price war' scenario where Dexcom's margins turn negative at lower revenue points compared to Abbott.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
38
Uses a call-and-response format between an analyst and the CEO to frame the activist's thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
40
The slide uses survey data to undermine the narrative of Dexcom's technological moat.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
45
Uses earnings call quotes to highlight a discrepancy between Abbott's reported progress and Dexcom's downplaying of the situation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
46
The slide uses red arrows to visually depict the loss of market leadership over time.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
47
The slide uses a three-column layout to summarize the core thesis points, supported by visual evidence (product screenshots and charts).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
56
Uses a combination of bar charts for market sizing and pie charts for incremental share to derive a final 'remaining patient' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
60
Uses a red 'X' overlay on a chart to visually dismiss management's TAM projections.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
61
Uses a visual timeline/flow of news articles to demonstrate management's failure to execute.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
62
Uses a 'CEO quote contradiction' framework to contrast past management statements with current market realities.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
65
The slide uses a red dashed box to highlight the divergence in the second chart.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
67
The slide uses survey data to challenge the bull case for Dexcom by highlighting pre-buying behavior.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
71
The slide uses a quote from a JP Morgan research note to illustrate the 'guesswork' being performed by the sell-side.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
77
The slide uses a sensitivity table to argue that downside risk is significantly higher than upside potential.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
52
The slide uses a 'before-after' or 'side-by-side' comparison to expose contradictions in corporate governance and professional credentials.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
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 2 hits
57
The slide uses a visual 'villain' framing by associating the CEO with Jim Cramer's show to imply superficiality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction2 hits
58
The slide uses a classic 'Concern vs. Assessment' table structure common in activist short reports to systematically dismantle company guidance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction2 hits
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 Inaction2 hits
01
Slide 1
The slide uses a 'dashboard' metaphor to present critical financial warnings and questionable accounting practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
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 Moment2 hits
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 Moment2 hits
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 Struggle2 hits
25
Uses a bar chart to contrast growth in acquisition vs non-acquisition periods and a summary table to quantify the difference.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits
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 Circle2 hits
28
Uses a collage of news clippings and a central callout to synthesize a narrative of management misdirection.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits