slides · global inventory
Preempt Rebuttal
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 645
Current window 211-240
Pages 22
Rows per page 30
Framework
211-240 of 645
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
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
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
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
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
47
The slide highlights that despite price target adjustments, the implied upside remained constant at 14% on average, suggesting analysts are not adjusting their long-term outlooks sufficiently.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
29
The slide uses a table to contrast analyst consensus with the author's bullish thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
32
The slide uses red arrows to visually emphasize recent analyst downgrades, contrasting with the overall 'Buy' consensus.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a 'satellite industry heuristic' to derive a $225m annual recurring capex figure, contradicting management's $300-350m guidance for 2018.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
53
Includes a quote from a former CFO to support the argument that historical spending was maintenance-heavy.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
64
The slide uses a table to contrast current analyst consensus with the author's bearish thesis, specifically highlighting the 'accounting magic' and 'legacy Canadian broker' bias.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
66
The slide uses a direct comparison table to dismantle the bull case point-by-point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
34
The slide uses a table to show the trend of marketing costs and FCEs, with callout boxes emphasizing the reversal of cost efficiency.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
38
The slide uses an 'imputed consensus model' to break down revenue expectations, contrasting them with historical performance data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
The slide uses the contrast between analyst 'Buy' ratings and the activist's bearish thesis to frame the market as misinformed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
39
The slide uses a red box and blue arrow to draw attention to the outlier analyst (Goldman Sachs).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
20
Uses specific company announcements to demonstrate market self-correction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a table to systematically list customer-specific expansion projects.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
33
The slide uses historical precedents to cast doubt on the viability of MGPI's brand strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
34
The slide uses a structured 'About', 'Analysis', 'Note', and 'View' format to deconstruct a third-party report.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
12
The slide serves as a critical review of competitor research, specifically targeting TCO models for storage hardware.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
13
This slide details the specific technical assumptions (erasure coding ratios, data reduction ratios, power duty cycles) used to challenge Solidigm and Pure Storage claims.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
14
This slide serves as a rebuttal to Solidigm's analysis, specifically challenging their assumptions on HDD/SSD reliability and cost-per-TB.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
19
Contains multiple expert testimonials and references to specific industry studies (Microsoft, Alibaba, Meta).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit