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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 5,161-5,190
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

5,161-5,190 of 14,162

filter-aware
12
Includes three distinct charts and three qualitative testimonials from industry participants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
13
Uses a combination of qualitative quotes and a quantitative table to build a 'risk' narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
14
Includes two bar charts and three testimonials from dental professionals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
15
Uses a 'Then vs Now' structure to establish a pattern of behavior by the management team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
19
Uses a table to decompose growth drivers (Doctors, Utilization, Cases) across three segments (North America, South America/Dentists, International) to justify a lower growth forecast.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
21
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance to insider selling and buyback activity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
Uses a before-after-framing style to contrast market perception vs reality.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
Uses a combination of a government database screenshot and a custom bar chart to visualize the acceleration of market entrants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
32
Uses a 'before-after' style contradiction by juxtaposing a CEO quote with a news article about a competitor and technical performance charts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
33
Uses a side-by-side comparison of two 10-K excerpts to expose a change in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
45
Uses a side-by-side comparison of analyst/CEO quotes vs. orthodontist feedback to frame the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
47
Uses a 'Then vs Now' structure to establish a pattern of behavior by the executive team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
54
The slide uses testimonials from dentists (Wasson, Ison) to validate the thesis that in-house printing is a viable, revenue-generating alternative to Align's model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
55
Includes a primary source FDA 510(k) document snippet and a testimonial quote from an orthodontist.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
58
The slide uses a 'villain' narrative, framing Align as an arrogant, monopolistic player.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
59
The slide uses direct quotes to frame Align as an antagonist to its own customer base.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
The slide uses a combination of narrative analysis, a historical press release, and testimonial quotes to build a case against Align's strategic decision.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
The slide uses red underlining to highlight specific phrases in the 2019 10-K text that indicate a shift in market dynamics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a table to perform a 're-calculation' of case mix to expose management's alleged lack of transparency.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
65
The slide uses a combination of management quotes and market landscape tables to build a bearish thesis on Align's pricing power.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
67
The slide uses red question marks and brackets to visually emphasize the 'black box' created by the company's reporting changes.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
68
Uses a table to contrast sell-side consensus growth (20%) with Spruce Point's estimate (11%) based on channel-specific saturation and churn.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a collage of screenshots from dental practice websites to demonstrate widespread industry shutdowns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance with insider selling.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
77
Uses a combination of financial data, CEO quotes, and expert/orthodontist counter-quotes to expose a contradiction in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide highlights a specific accounting adjustment (SBC add-back) that Spruce Point argues is unjustified.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
09
The slide uses a timeline-annotated line chart to highlight suspicious management actions (repurchases, executive changes) coinciding with stock price peaks.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit