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slides · global inventory

Size Opportunity

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

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Matching slides 6,697
Current window 2,551-2,580
Pages 224
Rows per page 30
Slide function: Size Opportunityclear collectionreset all
18 30 60

Slide function

2,551-2,580 of 6,697

filter-aware
08
Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
50
Includes three distinct data tables: Diabetes Statistics, Market Shares, and Market Penetration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
51
The slide uses a 'before-after' style comparison of market sizing assumptions to argue that the TAM is overstated.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
53
Includes red callout boxes highlighting specific market share data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a combination of bar charts for market sizing and pie charts for incremental share to derive a final 'remaining patient' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a map-based visualization to contrast regional diabetes statistics against the thesis that international expansion is not a viable growth strategy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses two charts to contrast the number of patients in developing countries with the actual healthcare spending power in high-income countries.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
60
Uses a red 'X' overlay on a chart to visually dismiss management's TAM projections.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
23
The slide uses a hierarchical tree diagram to segment the total addressable market.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
32
The slide uses a CEO quote to justify the $500k incremental revenue assumption in the table.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
Includes a red box highlight on the '% Rev to Platform' column in the bottom table.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
06
Kerrisdale Capital research note page 6.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
22
Includes valuation metrics (EV/Revenue) and market opportunity sizing based on procedure volume and addressable market share.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
09
Includes qualitative testimonials from industry experts to validate the skepticism regarding Astra's launch projections.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
30
The slide uses a bottom-up calculation to challenge Aurora's TAM claims by applying load-weight assumptions to FHWA ton-mile data.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
12
Includes a comparison of sales per square foot between The Mall at Short Hills and Livingston Mall.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
14
Includes a map showing trade area radius and sales per square foot comparison.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
16
Includes a 5-mile radius map showing competitor sales per square foot.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
20
Includes a list of representative luxury and high-end retail tenants.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
22
Includes a table of 2017 demographics and a map showing competitor sales per square foot.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
26
Includes a list of representative tenants at the property.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
28
The slide highlights the trade area radius and key demographic metrics to establish the market potential of the property.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
22
The slide uses a bottom-up calculation starting from total patient populations, applying penetration and market share assumptions, and dividing by device replacement cycles (years used).Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
59
The slide uses a bubble-style comparison to visualize the revenue gap between Kao's brands and major global competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
62
The slide uses a bubble-style comparison to show the revenue gap between Molton Brown and larger competitors like Jo Malone, Aesop, and Lancôme.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
Comparison of 2022 revenue figures to highlight growth potential for SENSAI.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
The slide highlights Oribe's growth trajectory and benchmarks it against peers like Olaplex and Milbon.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
65
The slide uses a bubble-style comparison to illustrate the revenue gap between Oribe and its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
66
The slide uses a contrast between the current limited reach of Kate Tokyo and the massive scale of Maybelline to highlight the opportunity gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit