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slides · global inventory

Table

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

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Matching slides 60,568
Current window 23,491-23,520
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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23,491-23,520 of 60,568

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03
The slide uses a comparison table to establish credibility by citing past successful activist campaigns.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
07
The table uses a 'Before' and 'After' structure to show the impact of G6 release and G5 transmitter repricing on cost competitiveness.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
12
The slide uses historical precedent to argue that the market underestimates the impact of Abbott's product launches on Dexcom's valuation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
13
Includes a bridge from Market Cap to Enterprise Value and a table of valuation multiples and growth/margin metrics.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 Monster1 hit
19
The table highlights the integrated nature of the Libre sensor/transmitter as a cost-saving factor.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
20
The slide uses a table to demonstrate price disparity as a catalyst for insurance preference.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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 1 hit
27
The slide uses green boxes to highlight competitive advantages of the Abbott Libre products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
30
Includes a quote from an Insulet earnings call as evidence of industry anticipation of interoperability.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
34
The slide uses a red box and arrow to emphasize the disparity in manufacturer COGS and net revenue.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
35
The slide uses a red arrow to visually link the 'Average Sensor & Transmitter Revenue per Patient per Day' from the consensus table to the 'At Par With Libre' scenario.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
36
The table highlights a scenario where Abbott maintains profitability at lower price points while Dexcom's margins turn negative.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 Reveal1 hit
41
The slide uses survey data to undermine the 'premium quality' narrative of the target company.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
42
The slide uses a comparison table to argue for a product switch based on cost-benefit analysis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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 Reveal1 hit
51
The slide uses a 'before-after' style comparison of market sizing assumptions to argue that the TAM is overstated.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses the analyst consensus to argue that the market is being misled by sell-side optimism.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
62
The slide uses a 'Spruce Point Normalized' column to adjust XPO's reported figures, effectively performing a forensic accounting reconciliation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 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
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
66
The slide uses a 'precedent_table' to show that the target company's narrative is a common industry trope, undermining its value proposition.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
67
Includes red box annotations highlighting data discrepancies in IT professional counts and zero patent counts.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit