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slides · global inventory

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

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Matching slides 79,264
Current window 68,671-68,700
Pages 2,643
Rows per page 30
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18 30 60

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68,671-68,700 of 79,264

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06
The slide uses a strong, accusatory tone typical of activist short reports, specifically targeting the CFO and management team.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
07
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
08
The slide uses a 'villain' narrative by linking the current CFO to a past failed company (Boulder Brands) analyzed by the same firm.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
09
Slide 9 of an activist short report.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 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
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
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
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
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
70
Uses red boxes and arrows to highlight specific line items in financial tables to demonstrate the contradiction.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
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
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
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
93
Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
94
Uses a red callout box to link a specific data point in a table to a quote in a 10-K filing.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