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 41,941-41,970
Pages 3,679
Rows per page 30
Component
41,941-41,970 of 110,355
03
The slide uses a comparative table structure to establish credibility through past performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
10
The slide uses a timeline-annotated stock chart to correlate specific management actions with share price decline.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
11
Uses a direct quote from an analyst to set up the contradiction with the company's own proxy statement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
Uses a comparison table to highlight shared negative traits between a past failed company and the current target.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
The slide uses a red box to highlight the discrepancy between actual growth and guidance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
The slide uses expert/insider testimony to validate the thesis that PBH lacks pricing power due to over-exposure to big-box retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
The table highlights Prestige Brands in red to emphasize its outlier status in working capital deterioration.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a table to compare pre-Sacco and post-Sacco financial metrics, specifically highlighting the acceleration of receivables growth relative to revenue.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses a bar chart with a data table overlay to show the discrepancy between reported post-synergy multiples and actual pre-synergy multiples for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
22
Uses a comparison table to draw parallels between a failed company and the target company, implying a similar negative outcome.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a red arrow at the bottom to visually emphasize the deterioration of metrics over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
67
Uses red boxes to highlight specific numerical discrepancies between tables.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
69
The slide uses a side-by-side comparison of two financial tables to point out inconsistencies in how Amcor treats non-recurring items.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
71
The slide uses a 'villain' framing by labeling the company's presentation as 'aggressive' and contrasting it with 'Spruce Point Adjusted' figures.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
72
The slide uses a red box to highlight the specific FCF figures being compared between the proxy and the actual performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
73
Uses red boxes and arrows to highlight specific line items in financial tables that have been revised or are inconsistent.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses a 'Dividend Cushion' calculation to argue that the company's current dividend is unsustainable.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a 'Spruce Point Adjustments' framework to reconcile reported vs. adjusted financial metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
78
Uses a combination of biography screenshots, signature blocks, and official regulatory records to prove the contradiction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
82
Uses a red box and arrow to highlight the negligible percentage of ownership.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses a red box to highlight high percentage payouts and a red box to highlight the 'suspect' nature of the financial targets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
84
The slide uses a callout box to link a specific corporate disclosure to the activist's interpretation of management's intent.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'villain' framing by calling the benchmark 'absurd' and 'irrelevant'.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a table to contrast analyst locations and price targets against management's stated goals.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
89
The slide uses a red box to highlight the specific fundamental owners (American Century and Mairs & Power) who have been selling, directly contradicting the CEO's quote.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
90
Uses a red arrow to visually link the 'Acquisitions and/or buy-backs' box in the model to the text highlighting the $500m buyback.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
91
Includes a specific callout box highlighting a period of sustained negative sales growth for Bemis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
92
The table highlights that Amcor's valuation is rich relative to its peers when considering the underlying financial challenges.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
95
Includes a comparison to Westrock as a precedent for multiple contraction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit