slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 15,961-15,990
Pages 2,605
Rows per page 30
Component
15,961-15,990 of 78,129
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The slide uses a red dashed box to highlight the divergence between sensor and transmitter revenue growth starting in Q2 2018.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
43
Uses red boxes and arrows to highlight specific cost comparisons and migration drivers.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
44
Uses red boxes and arrows to draw attention to 2018e data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 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
49
This is a classic 'concede and pivot' slide used by activist short sellers to frame the bull case before dismantling it.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
52
The slide uses two charts to contrast market participant claims with independent data sources.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
55
Includes a quote from Abbott's 4Q FY18 earnings call to support the thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
59
The slide uses two charts to contrast the number of patients in developing countries with the actual healthcare spending power in high-income countries.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 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
18
The slide uses stock charts to visually demonstrate the 'implosion' of companies that reported bank overdrafts, a common red flag in forensic accounting.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
37
The slide uses a before-after comparison to highlight a suspicious change in corporate documentation.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
13
The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
17
Includes a Bloomberg EQS screen capture and two custom charts showing margin divergence.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
21
Includes a line chart showing wage growth vs inflation and a bar chart showing EBITDA margin sensitivity to labor cost hikes.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
25
Includes a mix of bar charts, comparative tables, and callouts to support the thesis of market saturation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
39
Uses maps to show geographic concentration vs. competitor spread, and a table to show the scale of related-party payments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
18
The slide uses historical performance data to validate the investment thesis that spin-offs are a favorable asset class.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal2 hits
14
The slide uses a 'before-after' style framing to attribute poor stock performance to a specific individual's leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds2 hits
20
Data source: Earnest Research. Note on Lidl entry timing included.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
41
The slide uses a red arrow to draw attention to the 'Positive Business Outlook' metric.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 2 hits
10
Includes a specific callout on the Ukraine liability and debt maturity cliff in 2020.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment2 hits
15
Uses dual charts to show the correlation between industry cycles and company performance, highlighting the 2012 acquisition point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment2 hits
22
Uses Bloomberg terminal charts to illustrate precedent for stock price reactions to accounting issues.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
26
The slide uses a before-after comparison to highlight a shift in financial metrics following an acquisition.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
46
Uses a before-after comparison to highlight management's failure to meet leverage targets.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
55
Uses a scatter plot to show price vs resolution and a line chart to show declining cost trends over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
18
The slide uses a combination of bar and line charts to demonstrate deteriorating operational efficiency.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
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The charts highlight that management only reports growth figures when they are positive (green bars).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
38
Uses a combination of a stock price chart with transaction markers and a bar chart showing ownership percentage decline.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits