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

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Matching slides 9,820
Current window 3,511-3,540
Pages 328
Rows per page 30
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Slide function

3,511-3,540 of 9,820

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07
The table uses a 'Before' and 'After' structure to show the impact of G6 release and G5 transmitter repricing on cost competitiveness.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
17
The slide uses a visual grouping strategy to distinguish between niche/integrated products and the 'most common' stand-alone products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a contrast-based argument to explain market segmentation between two competing CGM products.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
19
The table highlights the integrated nature of the Libre sensor/transmitter as a cost-saving factor.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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
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
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
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
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
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
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
26
The slide uses a combination of visual screenshots and a feature-comparison matrix to argue that Carvana's business model is not unique.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses error bars to represent one standard deviation, suggesting a statistical comparison of price and mileage dispersion.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
35
Includes Stock-Based CompensationCarvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
36
Includes two bar charts comparing Carvana (CVNA) to peers (KMX, LAD, GPI, PAG, AN, SAH).Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
15
The slide highlights a specific comparison point ('Where XPO is today') and uses red boxes to emphasize cumulative FCF and cumulative acquisition costs.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
63
Includes specific callout box explaining the selection of peer companies for comparison.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
17
Includes a Bloomberg EQS screen capture and two custom charts showing margin divergence.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
Uses a visual comparison of store aesthetics and pricing models to frame Dollarama as the 'worst of both worlds'.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses a red border to highlight Dollarama's row in the table.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses a table to show current valuation premiums and line charts to show historical multiple expansion.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
51
The slide uses two distinct tables to contrast Dollarama's valuation multiples and margins against two different peer groups, using red boxes to highlight the premium gap.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
52
Includes a bubble chart comparing EBITDA vs Gross Margin and two bar charts for P/E and EV/EBITDA multiples.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit