slides · global inventory
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Matching slides 96,741
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70,621-70,650 of 96,741
01
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
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
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
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
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
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
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
48
Uses a 'before-after' style comparison of guidance vs actuals to highlight management's inability to forecast during economic downturns.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
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
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
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
66
Includes a chart showing rising Days Inventory Outstanding and a transcript excerpt highlighting the 90-120 day lag in cost benefits.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
67
Uses historical chart data and management quotes to argue that current inventory levels will delay margin benefits.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 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