anlak storytelling
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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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

122,641-122,700 of 319,975

filter-aware
43
The slide uses a two-part table structure to contrast benefits with barriers, concluding that barriers are technological and collapsing.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
44
Includes two bar charts and three testimonial callouts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
45
Uses a side-by-side comparison of analyst/CEO quotes vs. orthodontist feedback to frame the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
46
The slide uses a 'villain' (Align Technology) and their own CEO's words to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
47
Uses a 'Then vs Now' structure to establish a pattern of behavior by the executive team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
48
The slide uses a 'before-after' style visual (Case 1) to validate the efficacy of the uDesign software.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
49
Uses a mix of news clippings and expert testimonials to build a case for uLab's market disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
50
The slide uses a combination of historical data tables and forward-looking bar charts to argue for aggressive growth projections.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
51
Includes a testimonial callout from an orthodontist regarding material and labor costs.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
52
Includes three distinct tables: cost-per-case, additional equipment expenses, and a total annual cost comparison by tier.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses a two-table structure to demonstrate the financial impact of switching from Align to alternative manufacturing methods.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
54
The slide uses testimonials from dentists (Wasson, Ison) to validate the thesis that in-house printing is a viable, revenue-generating alternative to Align's model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
55
Includes a primary source FDA 510(k) document snippet and a testimonial quote from an orthodontist.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
Spruce Point Capital Management branding (pine tree logo).Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
57
The slide uses a comparison frame to debunk the 'moat' narrative surrounding Align's practitioner network.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide uses a 'villain' narrative, framing Align as an arrogant, monopolistic player.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
59
The slide uses direct quotes to frame Align as an antagonist to its own customer base.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
The slide uses a combination of narrative analysis, a historical press release, and testimonial quotes to build a case against Align's strategic decision.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
The slide uses red underlining to highlight specific phrases in the 2019 10-K text that indicate a shift in market dynamics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a table to perform a 're-calculation' of case mix to expose management's alleged lack of transparency.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
64
Uses a split-screen diagram to contrast market views; includes callouts for specific competitive threats.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
65
The slide uses a combination of management quotes and market landscape tables to build a bearish thesis on Align's pricing power.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
The slide uses a table to contrast high penetration among orthodontists with lower penetration among dentists to highlight limited growth runway.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
67
The slide uses red question marks and brackets to visually emphasize the 'black box' created by the company's reporting changes.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
68
Uses a table to contrast sell-side consensus growth (20%) with Spruce Point's estimate (11%) based on channel-specific saturation and churn.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a collage of screenshots from dental practice websites to demonstrate widespread industry shutdowns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
71
Uses a combination of news headlines and practitioner quotes to build a case for continued business disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
72
The slide uses a combination of expert testimony and a Google Trends chart to establish a negative outlook for dental practices during the pandemic.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
73
Uses ICL epidemiological models to argue against a V-shaped recovery for elective dental procedures.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
74
The slide uses a series of callout boxes to present anecdotal evidence supporting the thesis that Align Technology faces a competitive threat.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
75
Spruce Point Capital Management branding with tree logo.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance with insider selling.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
77
Uses a combination of financial data, CEO quotes, and expert/orthodontist counter-quotes to expose a contradiction in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide highlights a specific accounting adjustment (SBC add-back) that Spruce Point argues is unjustified.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
Includes qualitative callouts regarding cost structure assumptions and a testimonial from a dentist in Memphis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
Includes a callout box justifying the bearish outlook and a stock price chart snippet.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
Includes a callout box highlighting additional risks to ASPs and multiples.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
82
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
The slide presents five bar charts summarizing the survey participant profile.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
The slide contrasts a broad survey (median 30 cases) with the activist's targeted survey (median 210 cases) to establish credibility.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
01
Slide 1
The slide uses visual metaphor (leaking product, pests) to imply poor quality or operational issues at the target company.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
02
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful activist short campaigns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
04
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
05
Standard Spruce Point branding with logo and confidentiality footer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a two-column layout with a sidebar for key takeaways and a main body for detailed arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-column layout with sidebar labels for thematic grouping of arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a sidebar for key themes and a main body for the detailed investment thesis.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a timeline-annotated line chart to highlight suspicious management actions (repurchases, executive changes) coinciding with stock price peaks.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a direct mapping technique to refute each point of the company's 'good business' criteria.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a 'before-after' style juxtaposition of company narrative vs. reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and financial reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses product photography as evidence of competitive indifference.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a 'CEO quote vs. Industry reality' structure to highlight a structural business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses a combination of corporate claims, market research, and anecdotal evidence to undermine the company's strategic focus.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Uses red arrows to visually emphasize decline in both sectors.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses a chronological sequence of quotes to highlight management inconsistency.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit