anlak storytelling
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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

122,701-122,760 of 319,975

filter-aware
01
Slide 1
The slide uses visual metaphor (rotten food, rats, cockroaches) to frame the target company as toxic.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
02
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
03
The slide uses a precedent table to establish credibility and track record.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
04
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
05
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
06
Standard Spruce Point Capital Management branding slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
07
This is a classic activist short thesis summary slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
08
The slide uses a 'thesis-headline' structure followed by three distinct 'problem-statement' bullets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
09
The slide uses a two-bullet structure to summarize complex forensic accounting and governance critiques.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
10
The slide uses a 'What the Company Has Said' vs 'Spruce Point Cold Reality' framework to systematically dismantle deal narratives.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
19
Uses a 'CEO Quote vs Reality' structure to undermine company narrative.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
22
The slide uses a red arrow and circle to highlight WD-40 in the FAA table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
24
Uses a bubble chart to frame China as a massive opportunity, contrasted against a timeline of CEO quotes that highlight the gap between expectation and reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a combination of text-based evidence and photographic proof to undermine the company's narrative regarding its China operations.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses a combination of channel check photo evidence and transcript excerpts to undermine management's explanation for regional underperformance.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
27
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Includes a testimonial-style quote from a former employee and photographic evidence of shelf placement.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
30
Uses visual evidence (photos) to demonstrate price undercutting by store brands.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses photographic evidence to argue competitive disadvantage for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses visual evidence of shelf pricing to demonstrate competitive threat from private label products.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses visual evidence (photo) and price comparison to frame Walmart as a competitive threat.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a mix of Amazon reviews and primary research quotes to build a case for product superiority.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses photographic evidence to compare retail pricing.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to show the trend of rising discounts relative to gross sales, culminating in a highlighted 5.7% figure.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
37
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
39
The slide highlights a contradiction between the company's strong financial position and its decision to draw down its entire credit facility.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a red box highlight to draw attention to the 'Finished Goods' row in the percentage table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The charts use a red box to highlight the 'Last Crisis' period (2008-2010) as a benchmark for current elevated levels.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a red box highlight to draw attention to the increasing trend of Working Capital % of LTM Sales.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a combination of market data, company quotes, and financial statement excerpts to build a case for currency risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
44
The slide uses a combination of current 2019 data and historical 2009 data to argue that the company is more vulnerable to international risks now than in the past.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses red arrows to point out specific omissions in the CEO's quote.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Uses red boxes to highlight specific line items in the income statement and corresponding percentage declines.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses a two-part structure to highlight the gap between reported results and management's forward-looking statements.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a 'before-after' style comparison of guidance vs actuals to highlight management's inability to forecast during economic downturns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Spruce Point Capital Management branding (tree logo).WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses a quote from the company to frame their culture as a negative or suspicious trait.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a red box to highlight the age column of the executive team table to emphasize the aging workforce.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a dual-axis chart to show the inverse relationship between company buybacks and insider skin-in-the-game.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a red circle annotation to highlight the ratio calculation between total cash from ops and total repurchases.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red arrow to link text describing the exclusion of expenses to the actual financial table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
Uses red underlines and arrows to connect the CAO's background to specific historical accounting failures at her previous employer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
57
Spruce Point Capital Management branding (pine tree logo).WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
58
Uses a screenshot of a CNBC Mad Money segment to highlight a perceived disconnect between the CEO's rhetoric and the company's actual business.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses red arrows and callout boxes to annotate and debunk specific claims from Jefferies and DA Davidson research notes.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The slide uses a 'disconnect' narrative to contrast rising valuation multiples against deteriorating financial prospects.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The table compares WD-40 (WDFC) against 7 peers across various financial metrics including margins, growth, and valuation multiples.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
62
Spruce Point Capital Management activist deck slide 62.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a direct comparison to frame WD-40's valuation as irrational compared to a blue-chip peer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Uses a 'CEO quote' to frame the argument that consensus is wrong.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
65
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
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 1 hit
68
The slide argues that inventory and demand issues will delay the benefit of lower crude prices for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit