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

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Matching slides 18,554
Current window 12,991-13,020
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

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12,991-13,020 of 18,554

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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
45
Uses a side-by-side comparison of analyst/CEO quotes vs. orthodontist feedback to frame the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
61
The slide uses red underlining to highlight specific phrases in the 2019 10-K text that indicate a shift in market dynamics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
72
The slide uses a combination of expert testimony and a Google Trends chart to establish a negative outlook for dental practices during the pandemic.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
73
Uses ICL epidemiological models to argue against a V-shaped recovery for elective dental procedures.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
08
Uses a 'Promoting the Unicorn' vs 'Exposing the Dog' framing to highlight contradictions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
Uses social media sentiment and news headlines to frame the CEO's outside commitment as a negative distraction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a table to contrast historical user growth milestones with company disclosures, highlighting a specific account purge event.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
13
Uses screenshots of news articles and a mobile UI to demonstrate the loss of a key distribution channel.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
21
Uses a screenshot of a forum to provide primary source evidence for the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a news article screenshot to frame the company's real estate expansion as a 'vanity' project.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
Uses a combination of historical acquisition context, executive turnover, and competitive landscape screenshots to build a bearish case.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses external citations to frame Dropbox as a laggard in the collaboration software market.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Uses callout boxes to link specific user complaints to the Reddit community page screenshot.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a 'villain' framing (management) vs 'naive' market participants (bloggers/analysts).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
39
Uses a quote-based approach to expose management's lack of transparency.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
44
The slide uses a table to highlight the discrepancy between management's 'high single digits' guidance and the actual rising percentage of revenue.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
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
21
Uses a numbered list of quotes to highlight the contradiction between initial claims of 'already integrated' and subsequent delays.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses direct quotes and earnings supplement data to frame management as incompetent.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
32
Uses a causal chain/process flow to demonstrate how the accounting adjustment leads to a missed target if corrected.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
85
Uses a side-by-side comparison of two tables to show the addition of a footnote (Footnote 4) between 2017 and 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
94
Uses red flags to highlight suspicious behavior and red arrows to connect evidence to the activist's critique.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Uses SEC press release and proxy circular excerpts to establish a pattern of poor governance oversight.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
Uses external citations to frame the argument against dual-class structures.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful activist short campaigns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
12
Uses a 'before-after' style juxtaposition of company narrative vs. reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and financial reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a 'CEO quote vs. Industry reality' structure to highlight a structural business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit