anlak storytelling
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slides · global inventory

Source Note

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

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Matching slides 110,355
Current window 41,881-41,910
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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41,881-41,910 of 110,355

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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
24
Uses a bubble chart to frame China as a massive opportunity, contrasted against a timeline of CEO quotes that highlight the gap between expectation and reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses a combination of channel check photo evidence and transcript excerpts to undermine management's explanation for regional underperformance.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Includes a testimonial-style quote from a former employee and photographic evidence of shelf placement.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses visual evidence (photos) to demonstrate price undercutting by store brands.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses photographic evidence to argue competitive disadvantage for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses visual evidence of shelf pricing to demonstrate competitive threat from private label products.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses visual evidence (photo) and price comparison to frame Walmart as a competitive threat.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a mix of Amazon reviews and primary research quotes to build a case for product superiority.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to show the trend of rising discounts relative to gross sales, culminating in a highlighted 5.7% figure.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a contradiction between the company's strong financial position and its decision to draw down its entire credit facility.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a red box highlight to draw attention to the 'Finished Goods' row in the percentage table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The charts use a red box to highlight the 'Last Crisis' period (2008-2010) as a benchmark for current elevated levels.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a red box highlight to draw attention to the increasing trend of Working Capital % of LTM Sales.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a combination of market data, company quotes, and financial statement excerpts to build a case for currency risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses red arrows to point out specific omissions in the CEO's quote.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Uses red boxes to highlight specific line items in the income statement and corresponding percentage declines.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses a two-part structure to highlight the gap between reported results and management's forward-looking statements.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 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
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
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
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
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
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
68
The slide argues that inventory and demand issues will delay the benefit of lower crude prices for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit