slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,161-2,190
Pages 3,225
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Component
2,161-2,190 of 96,741
18
The slide uses a contrast-based argument to explain market segmentation between two competing CGM products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster3 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 Reveal3 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 Reveal3 hits
53
Includes red callout boxes highlighting specific market share data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 3 hits
68
Uses red callout boxes to highlight the contradiction between management's claims and the reality of the financial data.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 3 hits
82
Uses a dual-axis line chart to show stock price vs valuation multiple over time, highlighting a divergence.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
31
Uses a scatter plot and two bar charts to highlight the discrepancy between Carvana's targets and peer performance.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
32
Uses a before-and-after comparison to show how removing captive finance income brings CarMax's metrics closer to the peer average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
38
Uses a bar chart to highlight Carvana's outlier status in overhead costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
44
Uses Spruce Point Capital Management branding; includes excerpts from SEC filings (10-Q, S-1) annotated with critical commentary.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
27
Includes a table of quarterly financial data and a comparison to a historical precedent (URI SEC complaint).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
29
Uses a comparison of old vs new disclosure text to demonstrate accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
30
The slide uses red boxes to highlight specific line items in financial tables that the author deems aggressive or questionable.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
37
The slide uses red boxes to highlight specific errors in analyst models (EPS calculation, net debt usage, and share count).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax3 hits
49
Uses callouts to highlight specific discrepancies in the biography text.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 3 hits
43
The slide uses a hub-and-spoke diagram to highlight the complexity and potential opacity of the corporate structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
44
The slide uses red boxes and arrows to highlight the discrepancy between intangible asset values and fixed asset values in the financial tables.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
51
Uses screenshots of financial filings (20-F) to highlight lack of transparency in asset disposal reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
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 3 hits
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 Test3 hits
77
Uses a combination of a line chart and two side-by-side financial table excerpts to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
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 3 hits
95
Uses a comparison of two 20-F filings to highlight a governance deficiency.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
97
Uses red arrows and circles to highlight suspicious trends in option pricing and discounts.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
102
Uses red arrows and brackets to correlate specific table rows with timeline events.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
117
Uses a side-by-side table comparison to expose management's claim of 'immaterial' revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
120
The slide uses a side-by-side table to contrast management's reported inorganic contribution against the analyst's higher estimate, showing the impact on organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
128
The slide highlights a discrepancy between management's reported organic growth and the analyst's estimate, suggesting potential revenue misclassification.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
52
Includes a bubble chart comparing EBITDA vs Gross Margin and two bar charts for P/E and EV/EBITDA multiples.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution3 hits