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slides · global inventory

Comparison Frame

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

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Matching slides 6,294
Current window 2,221-2,250
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

2,221-2,250 of 6,294

filter-aware
05
Uses a checkmark-based comparison table to establish a pattern of failure.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
Includes a testimonial callout from an orthodontist regarding material and labor costs.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
The slide uses a table to illustrate market fragmentation over time, supporting the thesis that Align's monopoly is eroding.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
37
The slide uses a term sheet from Voodoo to build a cost model, highlighting a 53-65% discount compared to Align.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
38
Includes a tier-based discount table for Align and a total annual cost comparison across different membership tiers.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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
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
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
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
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
17
The table highlights a shift from a $37.6m surplus to a $72.0m deficit in the dividend cushion.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
07
The slide uses a classic 'Bull vs. Bear' framing to systematically dismantle the investment thesis for Dropbox.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
The Dropbox chart is highlighted with a red border to draw attention to the negative trend.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
32
The slide uses external citations to frame Dropbox as a laggard in the collaboration software market.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses a callout box to emphasize the outlier status of Dropbox (highlighted in orange) compared to the peer group.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide highlights specific financial metrics where Spruce Point expects underperformance due to churn and rising costs.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
05
Uses a classic 'Street vs. Reality' comparison framework common in activist short reports.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
40
Includes a specific 'Spruce Adj' row for LHCG to adjust for organic growth and FCF yield.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
34
The slide uses red bars to highlight Canadian Tire's underperformance relative to peers.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
36
The slide uses a custom chart combining bar and line elements to show conversion rates, with specific callouts for Canadian Tire and SportChek.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
41
Uses a comparison table to draw parallels between two acquisitions to suggest a negative outcome for the second.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses a red flag callout to emphasize the divergence in delinquency trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
105
The slide argues that standard P/E and EBITDA multiples are misleading for Canadian Tire due to poor cash flow conversion.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
106
The chart uses a red box to highlight the negative growth of Canadian Tire when buybacks are excluded.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
30
Uses visual evidence (photos) to demonstrate price undercutting by store brands.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses visual evidence of shelf pricing to demonstrate competitive threat from private label products.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a contradiction between the company's strong financial position and its decision to draw down its entire credit facility.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The table compares WD-40 (WDFC) against 7 peers across various financial metrics including margins, growth, and valuation multiples.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
62
Spruce Point Capital Management activist deck slide 62.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a direct comparison to frame WD-40's valuation as irrational compared to a blue-chip peer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit