Matching slides 18,554
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12,691-12,720 of 18,554

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Includes a press release excerpt as evidence for the technological parity of the Libre 2.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
31
The slide uses a 'before-after' or 'comparison' structure to show a trend of industry consolidation/integration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
32
Uses red boxes to highlight specific phrases in legal filings that are contradicted by the court's ruling.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
39
The slide uses management's own words to frame their capacity expansion as a competitive threat to peers (specifically Dexcom).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses two charts to contrast market participant claims with independent data sources.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 Inaction1 hit
43
Includes a red flag icon pointing to a specific litigation note for Chris Brown.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
49
Uses callouts to highlight specific discrepancies in the biography text.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
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 1 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
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 · Hook1 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
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 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
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
32
Uses excerpts from a legal filing (Kerry Chambers, et al. vs. Amdocs Limited, et al.) to highlight discrepancies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 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
42
Uses excerpts from a PSA and a 20-F filing to highlight the discrepancy between marketing and operational reality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
56
The slide uses two tables to demonstrate a discrepancy between historical asset sale reporting and recent periods where gains are reported as zero.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
59
Uses red arrows and callout boxes to highlight specific discrepancies in financial reporting terminology.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a 'Four Different Inconsistent Statements' framework to undermine management credibility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
61
The slide uses a primary source document (TASE filing) to challenge the company's financial disclosures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
62
Uses a timeline/process flow to show the evolution of the company's narrative vs. actual financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
68
Uses red boxes to highlight the shift in language from 'roughly half' to 'a portion' of free cash flow.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
69
Uses a 'CEO quote contradiction' framework to highlight the shift in management's tone.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
79
The slide uses a hypothetical estimate calculation to quantify the impact of undisclosed factoring on DSO metrics.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'before-after' or 'contradiction' structure by juxtaposing management's vague explanations with the technical definition of PFIC status.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
90
The slide uses screenshots of Glassdoor-style reviews to support the thesis of a closed-off management culture.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit