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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 4,231-4,260
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
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Slide function

4,231-4,260 of 14,162

filter-aware
06
Uses a contrast-pairs framework to juxtapose market optimism against activist skepticism.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
09
Uses a dual-axis style chart to show historical vs estimated patient adoption trends, highlighting a management reporting change in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
10
The slide uses a red dashed box to highlight the divergence between sensor and transmitter revenue growth starting in Q2 2018.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
11
Uses a combination of market share data and stock valuation charts to argue for a valuation contraction.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
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
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
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
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
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
46
The slide highlights a governance failure by contrasting XPO's compensation metrics against industry peers.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
47
Includes a callout box highlighting the lack of transparency in compensation metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
49
Uses callouts to highlight specific discrepancies in the biography text.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
51
Uses a screenshot of an interview to frame a contradiction between his public persona and legal status.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses a 'before-after' or 'side-by-side' comparison to expose contradictions in corporate governance and professional credentials.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
53
Uses screenshots of company websites to establish the link between the individual and the two companies.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
54
Uses red callout arrows to highlight specific names and dates in legal filings to suggest a conflict of interest.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a visual 'villain' framing by associating the CEO with Jim Cramer's show to imply superficiality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
62
The slide uses a 'Spruce Point Normalized' column to adjust XPO's reported figures, effectively performing a forensic accounting reconciliation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
66
The slide uses a 'precedent_table' to show that the target company's narrative is a common industry trope, undermining its value proposition.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
67
Includes red box annotations highlighting data discrepancies in IT professional counts and zero patent counts.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
68
Uses a list of media headlines to demonstrate a coordinated PR effort.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit