slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 23,521-23,550
Pages 2,019
Rows per page 30
Component
23,521-23,550 of 60,568
53
Includes red callout boxes highlighting specific market share data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
66
The slide uses a table to highlight a 56% price increase discrepancy, framing it as a 'hack' by users that masks underlying price sensitivity.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
67
The slide uses survey data to challenge the bull case for Dexcom by highlighting pre-buying behavior.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
70
Uses a series of quotes to contrast past transparency with current obfuscation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
73
The slide highlights a contradiction between management's guidance and the competitive reality of the CGM market.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
74
The slide highlights the discrepancy between company guidance and the analyst's bearish scenario.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
75
The slide highlights a significant deceleration in patient growth and revenue in the Spruce Point estimate compared to company guidance.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a red box to highlight the Spruce Point Estimate section, contrasting it with the company's LT Guidance.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
77
The slide uses a sensitivity table to argue that downside risk is significantly higher than upside potential.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a table to expose the contradiction between analyst ratings and the actual price targets.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
80
The table highlights a pattern of negative market reaction to competitor product milestones.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a peer group of 8 companies to highlight valuation discrepancy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a standard valuation bridge format to derive equity value from enterprise value, adjusting for debt, cash, and equity investments.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to demonstrate the firm's track record in Israel.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
08
The slide uses a 'Have We Seen This Before?' column to reinforce the pattern recognition argument.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a 'Yes' column to emphasize the repetition of negative patterns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
14
The slide uses a 'Spruce Point Adj Estimates' column to contrast against 'Street and DOX Figures', illustrating the firm's thesis on inflated earnings and hidden debt.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
25
Uses a bar chart to contrast growth in acquisition vs non-acquisition periods and a summary table to quantify the difference.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
26
The slide uses a bar chart to contrast growth rates and a summary table to quantify the performance gap.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
33
The slide uses a detailed table to reconstruct organic growth by subtracting inorganic contributions and FX impacts from total sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
34
The table breaks down inorganic sales contributions by specific acquisition and adjusts for FX impact to derive estimated organic sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
35
The slide uses a red circle to draw attention to the recent quarters where the Spruce Point estimate shows significant negative growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 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
46
The slide uses financial statement excerpts from three subsidiaries to highlight the lack of tangible assets relative to reported fixed/intangible assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Includes a red 'Not for official use' watermark overlaying the table.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit