slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 41,911-41,940
Pages 3,679
Rows per page 30
Component
41,911-41,940 of 110,355
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
16
Uses a 'CEO quote vs. Reality' structure to highlight management deception.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
17
The table highlights a shift from a $37.6m surplus to a $72.0m deficit in the dividend cushion.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
18
The slide uses a bridge-style table to reconcile company-reported Net Debt/EBITDA (2.9x) to the analyst's adjusted figure (3.3x).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
21
Uses a 'villain critique' style to highlight the risks of customer concentration in the packaging industry.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
The slide uses red boxes and arrows to visually demonstrate the renaming of 'Tobacco Packaging' to 'Specialty Cartons' between 2017 and 2018.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a combination of a bar chart for industry growth and a table for financial estimates to highlight the discrepancy.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a chronological table of quotes to show the shift in disclosure policy.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
Uses a table to adjust reported revenues for divestitures to reveal underlying organic performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a red box to highlight the pro forma calculation and the resulting organic revenue decline.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
Uses a red box to highlight a specific recent closure that contradicts the CEO's Feb 2020 claim.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
31
Includes income statement snippet, map of Italy highlighting Lugo, and tables for sales by location and workforce composition.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
Uses a direct quote from the company's own SEC filings to expose management failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
Uses red circles and strike-through marks to visually emphasize the data mismatch between different reporting periods.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
37
The slide highlights Amcor's poor performance relative to the defensive industries it serves.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction1 hit
40
Includes a direct quote from an analyst-CEO exchange regarding working capital optimization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction1 hit
41
Uses a red box to highlight the specific row showing the deterioration trend.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
45
Uses a 'CEO Quote vs. Reality' structure to highlight management credibility issues.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses red boxes to draw attention to specific line items in financial tables, emphasizing the 'warning sign' thesis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a 'foreshadowing' narrative technique to link early accounting warning signs (overdrafts) to later stock collapse.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses a combination of a stock price line chart and a financial table to correlate operational distress with market performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
51
The slide highlights an increasing trend in Amcor's overdraft usage relative to sales.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
53
The slide highlights Amcor's 1.34% sales synergy and 9.43% EBITDA synergy against a peer average of 0.93% and 6.02% respectively.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
54
The slide uses direct quotes from a former employee to validate the activist thesis regarding operational inefficiencies.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
57
Uses a table to reconcile reported costs against company claims.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
59
Uses a 'before-after' style comparison of two different slide decks to highlight the introduction of a footnote that changes the meaning of the synergy claim.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
60
Uses a timeline of quotes to contrast with a quantitative table showing LTM R&D spend.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses a peer benchmarking table to expose a contradiction in the CEO's public statement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
65
The slide uses a red box to highlight the 'Organic' Amcor LTM Dec 2019 column, emphasizing the shortfall.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
66
The slide uses a flow diagram to illustrate the company's value creation model, then overlays a critical callout box to challenge the validity of the 'Reinvestment' figure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit