slides · global inventory
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Matching slides 96,741
Current window 70,651-70,680
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70,651-70,680 of 96,741
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
22
Uses a series of pull-quotes from major corporate customers to demonstrate industry-wide shifts in packaging requirements.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
Red arrows are used to highlight specific entities in the 'Pre-U.S. Listing' table that contain the word 'Tobacco'.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
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
32
Includes an income statement snippet, a map of the Modena area, and a headcount table.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Uses a chronological sequence of quotes to highlight management's shifting explanations for poor performance in Latin America.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
36
The slide uses red lines to visually connect specific data points between two different financial tables to demonstrate the contradiction.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
42
The slide uses a table to highlight the increase in DSO post-merger, contrasting it with pre-deal standalone figures.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
46
The slide uses red boxes to highlight the conflicting data points in the income statement and the consolidated interest income table.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
47
The slide highlights a discrepancy in financial reporting practices regarding cash liquidity.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
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
55
Uses a 'CEO quote vs reality' structure to highlight management credibility failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
56
Uses direct quotes from official company documents to frame the argument of cost over-runs.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
58
Uses a CEO quote as a setup for a contradiction analysis.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
62
The slide uses a table-like structure to present a chronological sequence of quotes to expose management contradictions.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit