slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,431-2,460
Pages 3,680
Rows per page 30
Component
2,431-2,460 of 110,387
36
Uses callout boxes to present negative press coverage as evidence of character/operational risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
49
Uses red and blue boxes/arrows to visually link and contrast specific line items across two different financial tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
Uses red boxes and arrows to visually link and contrast specific revenue figures across two different financial documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
51
Uses red boxes to highlight specific line items (Material Recovery) that show significant discrepancies between the two reporting periods.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
The slide uses a 'Spruce Warning' callout to frame the data as evidence of financial manipulation.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
55
Uses red boxes to highlight specific data points that have been restated between the two source documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
The slide uses a 'Spruce Warning' callout to frame the contradiction.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
59
Uses two side-by-side tables to contrast financial performance metrics between Q1 and Q2 2020.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
12
The slide uses a direct quote to undermine the company's business model and growth prospects.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
23
Uses a combination of quote-based contradiction and financial data to highlight lack of transparency.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
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 · Agitation2 hits
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 · Agitation2 hits
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 · Agitation2 hits
39
Includes annotations (red arrows) pointing to specific financial statement line items to highlight the contradiction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction2 hits
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 Inaction2 hits
43
Includes excerpts from 2018 Annual Report and 2019 Results Press Release to highlight the accounting shift.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
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 2 hits
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 Bet2 hits
79
Uses red boxes and arrows to draw attention to the mismatch between the partner's stated expertise and the client's industry.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
81
Uses callout boxes to contrast media reporting on conflict of interest with the company's proxy statement regarding the departure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
41
Uses a quote from Dropbox's financial disclosures to highlight the nature of their equipment leases.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
12
Uses a 'before-after' style juxtaposition of company narrative vs. reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
20
The slide uses a red box to draw attention to the expanded 'Hazards Identification' section in the newer document.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Uses a before-after comparison of regulatory text to expose a business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
23
Uses red arrows to visually track the removal of Venezuela, Iran, and Columbia from the 2020 chart.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
29
The slide uses photographic evidence of shelf pricing and website screenshots to demonstrate price erosion.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
38
Uses two side-by-side text blocks to contrast the credit agreement terms with the company's stated rationale for the draw down.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
56
Uses a Twitter bio and a PCAOB filing table to undermine the credibility of the audit partner.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
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 2 hits
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 2 hits