slides · global inventory
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Matching slides 96,741
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73,531-73,560 of 96,741
13
The slide uses a 'guilt by association' framework to cast doubt on Bunge's management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
16
The slide uses a tree logo, likely representing Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & Approach1 hit
18
Uses a red arrow to visually link the 2022A projection to the 2026 guidance, highlighting the discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
19
The slide uses a 'villain' framing by contrasting Bunge's unique reporting against a list of peers to suggest manipulation.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
20
The slide uses a 'before-after' style comparison to expose accounting adjustments that inflate cash flow metrics.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
21
Uses a screenshot of a Bunge investor presentation as evidence of the company's defensive posture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
22
Uses red 'X' marks on the 2020 slide to visually emphasize departed leadership.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
23
The slide uses a table format to present Q&A pairs from an expert interview.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
24
Uses a timeline-based table to contrast past confidence with recent strategic shifts.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
26
Uses expert quotes and USDA data to contradict company messaging.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
27
Uses a combination of executive interview quotes and external market research to build a case for business risk.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
28
Uses a table to highlight the contrast between peer commentary and Bunge's lack of disclosure.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
30
Uses a 'he-said-she-said' structure to highlight management's disconnect from market reality.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
31
Uses a table to compare R&D spending/margins against peers and highlights the shift in language in 10-K filings.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
32
Uses stock charts to visually demonstrate the failure of the venture investments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
34
The slide uses a table format to contrast historical negative commentary with recent optimism, framing it as a pattern of management failure.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
36
The slide uses a narrative structure to connect geopolitical tensions with specific industry impacts on Bunge and U.S. agriculture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
37
The slide uses a contrast-pairs approach to show how management's narrative shifts or omits information.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
39
Includes Spruce Point Capital Management logo/branding element (pine tree).Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
41
The slide uses a 'ceo-quote-contradiction' framework to contrast management rhetoric with underlying strategic intent.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
42
Uses red underlining to emphasize the contradictory statements in the source text.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
43
Uses a red box and arrow to visually emphasize the missing data point in the Viterra table compared to the Bunge table.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
45
The slide uses color-coded highlighting (green for peer disclosures, red for Bunge's lack of disclosure) to emphasize the contrast.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
46
The slide uses a forensic accounting approach to derive Viterra's core revenue from Bunge's pro forma disclosures.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
48
The slide uses color-coded highlights (green for acquisition contribution, red for divestiture impact) to emphasize the lack of transparency.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
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