anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Expose Contradiction

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

Search Insights JSON Unlock
Matching slides 14,162
Current window 4,261-4,290
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

4,261-4,290 of 14,162

filter-aware
66
The slide uses a table to highlight a 56% price increase discrepancy, framing it as a 'hack' by users that masks underlying price sensitivity.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
67
The slide uses survey data to challenge the bull case for Dexcom by highlighting pre-buying behavior.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
68
Uses red callout boxes to highlight the contradiction between management's claims and the reality of the financial data.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
69
The slide uses a causal-chain framework to link management actions (price hikes, product rollouts) to customer behavior (stockpiling) and financial outcomes (revenue growth).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
70
Uses a series of quotes to contrast past transparency with current obfuscation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
71
The slide uses a quote from a JP Morgan research note to illustrate the 'guesswork' being performed by the sell-side.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
73
The slide highlights a contradiction between management's guidance and the competitive reality of the CGM market.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
79
Uses a combination of a stock price chart with insider transaction markers and a bar chart showing the decline in percentage ownership.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
82
Uses a dual-axis line chart to show stock price vs valuation multiple over time, highlighting a divergence.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
08
The slide uses a 'Have We Seen This Before?' column to reinforce the pattern recognition argument.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a 'Yes' column to emphasize the repetition of negative patterns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
Uses red arrows to highlight the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Includes a red arrow annotation on the chart to highlight the divergence between acquisition spend and OCF.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
Uses red boxes to highlight signatures in the provided document screenshots.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
The slide uses two line charts to demonstrate AT&T's financial stagnation as a proxy for risk to Amdocs.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Uses a 'quote vs. rebuttal' structure to expose management narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses employee testimonials to frame the company as a legacy IT services firm rather than a modern tech innovator.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
20
Uses analyst call quotes and regional revenue growth charts to highlight volatility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
Uses a numbered callout system to map the flow of a specific Q&A exchange.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a 'he said/she said' format to expose management obfuscation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses callout speech bubbles to contrast analyst questions with evasive management answers from Q1 FY 2016 and Q4 FY 2015 earnings calls.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a bar chart to contrast growth in acquisition vs non-acquisition periods and a summary table to quantify the difference.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
26
The slide uses a bar chart to contrast growth rates and a summary table to quantify the performance gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
27
The slide uses a grid of screenshots of acquired company websites to visually demonstrate the lack of integration.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
28
Uses a collage of news clippings and a central callout to synthesize a narrative of management misdirection.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
29
The slide uses a 'villain critique' approach by citing past legal testimony to question current management integrity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
30
Uses screenshots of 20-F filings and LinkedIn analytics to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
31
Uses screenshots of Glassdoor reviews with red underlines highlighting negative sentiment.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
32
Uses excerpts from a legal filing (Kerry Chambers, et al. vs. Amdocs Limited, et al.) to highlight discrepancies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit