slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 26,401-26,430
Pages 2,019
Rows per page 30
Component
26,401-26,430 of 60,568
14
The slide uses red highlighting to draw attention to Bunge's high audit fee ratios compared to ADM and Nutrien.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
17
The slide uses a 'villain' framing by characterizing the company's strategy as 'asset churning' and a 'challenged roll-up'.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
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
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
33
The slide uses a red callout box to emphasize the 23% exposure to high-risk countries.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 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
35
The slide uses a table-like structure to compare 2023, 2024, and 2025 reporting on Brazilian tax issues.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
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
44
Uses a 'CEO/CFO quote vs. data' structure to highlight hypocrisy.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
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
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
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
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
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