slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,771-70,800
Pages 2,643
Rows per page 30
Component
70,771-70,800 of 79,264
49
The slide uses a 'Pro Forma Analysis' to adjust standalone projections for deal timing, integration costs, and synergies.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
50
Uses a CEO quote to contrast with the poor financial performance shown in the table.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
51
The slide uses a 'Spruce Point Adjusted' metric to contrast with 'Bunge Reported' figures, highlighting a discrepancy in working capital efficiency.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
52
Uses red boxes and arrows to highlight the increase in committed capacity and the new $600m borrowing.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
53
The slide uses a 'before-after' style comparison of narrative disclosures alongside a data table to highlight a change in business risk profile.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
54
The slide highlights the growth of short-term debt and other contractual obligations, specifically mentioning take-or-pay and throughput contracts.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
55
The slide uses a red callout box to emphasize the contradiction between the 2022 deal presentation and the 2024 pro forma financials.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
56
The slide uses a red box and arrow to highlight the restatement of 2021 revenue and the adjustment of 2024 pro forma revenue.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
57
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management rhetoric and observed data.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
59
The slide uses a red box callout to emphasize the specific accounting discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
60
The slide uses a scenario table to demonstrate how accounting changes (PP&E revision) could have artificially boosted EPS.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
61
Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
62
This is a thesis-style slide used by Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
63
Uses a table to show historical shareholder percentages and highlights the 'Decaying insider alignment' trend.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
64
The slide uses a table to expose the 'consensus' view as a potential error or over-optimism.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
66
The slide uses a red arrow annotation to highlight the divergence between the rising valuation multiple and the underlying business performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
68
The table highlights specific adjustments made by Spruce Point to debt and enterprise value calculations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
69
The slide uses a 'bridge' style logic to adjust Bunge's reported figures to a more conservative Spruce Point view.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
70
The slide uses a red outline to highlight specific 'closest peers' for comparison.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
71
The slide uses red bars to highlight Bunge's position relative to the peer average line.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
72
The slide uses a valuation bridge to derive equity value from enterprise value, then calculates share price targets.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
74
The table tracks CFO, Capex, Dividends, Acquisitions, and other financial metrics over a 27-year period.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller 1 hit
04
Includes a red-boxed highlight on the Adjusted EBITDA figure in the table.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
12
Includes a table snippet of agent data and a map graphic showing Silestone's agent count.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
01
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
02
This is a short-seller research report page.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
06
The slide uses excerpts from financial reports to challenge the company's asset valuation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
08
Includes red-boxed highlights on specific financial figures.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit