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slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

121,081-121,140 of 319,975

filter-aware
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
22
Includes a press release excerpt as evidence for the technological parity of the Libre 2.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
23
Dexcom, Inc. (DXCM)Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
24
Uses a 2x2-style layout to contrast legacy vs new technology across two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
25
Uses a combination of clinical study citation and expert testimony to undermine the bull case for Dexcom's technical superiority.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a patent excerpt and a user testimonial to validate the technical improvement.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
28
Includes a pull-quote from a current employee and a summary of an interview with Bigfoot Biomedical CEO Jeffrey Brewer.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses three distinct callout boxes to present expert testimonials.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
31
The slide uses a 'before-after' or 'comparison' structure to show a trend of industry consolidation/integration.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
33
This is a title/thesis slide from an activist short report by Spruce Point Capital Management.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
37
The slide uses a bar chart to illustrate a 'price war' scenario where Dexcom's margins turn negative at lower revenue points compared to Abbott.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
38
Uses a call-and-response format between an analyst and the CEO to frame the activist's thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
39
The slide uses management's own words to frame their capacity expansion as a competitive threat to peers (specifically Dexcom).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
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 Reveal1 hit
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 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
46
The slide uses red arrows to visually depict the loss of market leadership over time.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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 Struggle1 hit
48
Dexcom, Inc. (DXCM)Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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 Struggle1 hit
50
Includes three distinct data tables: Diabetes Statistics, Market Shares, and Market Penetration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 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
52
The slide uses two charts to contrast market participant claims with independent data sources.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
53
Includes red callout boxes highlighting specific market share data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
54
The slide uses stacked bar charts to contrast incremental and total market share between two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
55
Includes a quote from Abbott's 4Q FY18 earnings call to support the thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a combination of bar charts for market sizing and pie charts for incremental share to derive a final 'remaining patient' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a 'bear case' projection to illustrate a 'cliff' in growth, framing the company's future as unsustainable.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a map-based visualization to contrast regional diabetes statistics against the thesis that international expansion is not a viable growth strategy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
60
Uses a red 'X' overlay on a chart to visually dismiss management's TAM projections.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
61
Uses a visual timeline/flow of news articles to demonstrate management's failure to execute.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
Uses a 'CEO quote contradiction' framework to contrast past management statements with current market realities.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a red box callout to highlight the cessation of patient base growth reporting in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
64
The slide features the Spruce Point Capital Management logo (a pine tree).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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 Inaction1 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
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 1 hit
69
The slide uses a causal-chain framework to link management actions (price hikes, product rollouts) to customer behavior (stockpiling) and financial outcomes (revenue growth).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
71
The slide uses a quote from a JP Morgan research note to illustrate the 'guesswork' being performed by the sell-side.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
72
Dexcom, Inc. (DXCM)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
79
Uses a combination of a stock price chart with insider transaction markers and a bar chart showing the decline in percentage ownership.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit