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slides · global inventory

Problem Agitate Solution

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

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Matching slides 26,550
Current window 16,261-16,290
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

16,261-16,290 of 26,550

filter-aware
01
Slide 1
The slide uses visual metaphor (rotten food, rats, cockroaches) to frame the target company as toxic.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
02
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
03
The slide uses a precedent table to establish credibility and track record.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
04
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
05
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
06
Standard Spruce Point Capital Management branding slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
07
This is a classic activist short thesis summary slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
08
The slide uses a 'thesis-headline' structure followed by three distinct 'problem-statement' bullets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
09
The slide uses a two-bullet structure to summarize complex forensic accounting and governance critiques.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
10
The slide uses a 'What the Company Has Said' vs 'Spruce Point Cold Reality' framework to systematically dismantle deal narratives.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
11
The slide uses a classic 'Company Claim vs. Reality' structure to undermine management credibility.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
12
The slide uses a CEO quote to contrast the company's stated strategy with the activist's thesis that the strategy is exhausted.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a table to adjust reported revenues for divestitures to arrive at organic revenue figures.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
14
Uses a red box to highlight the pro forma calculation and the resulting negative YoY change.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
The slide uses a 'villain' framing by labeling the company's reporting as 'aggressive'.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
50
Uses a quote from the company to frame their culture as a negative or suspicious trait.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a red box to highlight the age column of the executive team table to emphasize the aging workforce.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a dual-axis chart to show the inverse relationship between company buybacks and insider skin-in-the-game.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a red circle annotation to highlight the ratio calculation between total cash from ops and total repurchases.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red arrow to link text describing the exclusion of expenses to the actual financial table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
Uses red underlines and arrows to connect the CAO's background to specific historical accounting failures at her previous employer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses a Twitter bio and a PCAOB filing table to undermine the credibility of the audit partner.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Spruce Point Capital Management branding (pine tree logo).WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
58
Uses a screenshot of a CNBC Mad Money segment to highlight a perceived disconnect between the CEO's rhetoric and the company's actual business.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses red arrows and callout boxes to annotate and debunk specific claims from Jefferies and DA Davidson research notes.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The slide uses a 'disconnect' narrative to contrast rising valuation multiples against deteriorating financial prospects.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The table compares WD-40 (WDFC) against 7 peers across various financial metrics including margins, growth, and valuation multiples.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
62
Spruce Point Capital Management activist deck slide 62.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a direct comparison to frame WD-40's valuation as irrational compared to a blue-chip peer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Uses a 'CEO quote' to frame the argument that consensus is wrong.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit