slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
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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
122,761-122,820 of 319,975
11
The slide uses a classic 'Company Claim vs. Reality' structure to undermine management credibility.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
12
The slide uses a CEO quote to contrast the company's stated strategy with the activist's thesis that the strategy is exhausted.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a table to adjust reported revenues for divestitures to arrive at organic revenue figures.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
14
Uses a red box to highlight the pro forma calculation and the resulting negative YoY change.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
The slide uses a 'villain' framing by labeling the company's reporting as 'aggressive'.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
16
Uses a 'CEO quote vs. Reality' structure to highlight management deception.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
17
The table highlights a shift from a $37.6m surplus to a $72.0m deficit in the dividend cushion.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
18
The slide uses a bridge-style table to reconcile company-reported Net Debt/EBITDA (2.9x) to the analyst's adjusted figure (3.3x).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
19
Uses a red underline and red box to highlight the contradiction between the biography and the official revocation document.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
20
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 · AgitationLoop · Iceberg1 hit
21
Uses a 'villain critique' style to highlight the risks of customer concentration in the packaging industry.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
Uses a series of pull-quotes from major corporate customers to demonstrate industry-wide shifts in packaging requirements.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
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 · Agitation1 hit
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 · Agitation1 hit
25
The slide uses red boxes and arrows to visually demonstrate the renaming of 'Tobacco Packaging' to 'Specialty Cartons' between 2017 and 2018.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a combination of a bar chart for industry growth and a table for financial estimates to highlight the discrepancy.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a chronological table of quotes to show the shift in disclosure policy.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
Uses a table to adjust reported revenues for divestitures to reveal underlying organic performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a red box to highlight the pro forma calculation and the resulting organic revenue decline.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
Uses a red box to highlight a specific recent closure that contradicts the CEO's Feb 2020 claim.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
31
Includes income statement snippet, map of Italy highlighting Lugo, and tables for sales by location and workforce composition.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
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 · Agitation1 hit
33
Uses a chronological sequence of quotes to highlight management's shifting explanations for poor performance in Latin America.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
Uses a direct quote from the company's own SEC filings to expose management failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
Uses red circles and strike-through marks to visually emphasize the data mismatch between different reporting periods.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
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 · Agitation1 hit
37
The slide highlights Amcor's poor performance relative to the defensive industries it serves.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction1 hit
38
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 · AgitationLoop · Cost Of Inaction1 hit
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 Inaction1 hit
40
Includes a direct quote from an analyst-CEO exchange regarding working capital optimization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction1 hit
41
Uses a red box to highlight the specific row showing the deterioration trend.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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 1 hit
44
Uses a 'before-after' or 'contrast' style to highlight accounting non-compliance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a 'CEO Quote vs. Reality' structure to highlight management credibility issues.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
47
The slide highlights a discrepancy in financial reporting practices regarding cash liquidity.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses red boxes to draw attention to specific line items in financial tables, emphasizing the 'warning sign' thesis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a 'foreshadowing' narrative technique to link early accounting warning signs (overdrafts) to later stock collapse.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses a combination of a stock price line chart and a financial table to correlate operational distress with market performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
51
The slide highlights an increasing trend in Amcor's overdraft usage relative to sales.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
52
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
53
The slide highlights Amcor's 1.34% sales synergy and 9.43% EBITDA synergy against a peer average of 0.93% and 6.02% respectively.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
54
The slide uses direct quotes from a former employee to validate the activist thesis regarding operational inefficiencies.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
55
Uses a 'CEO quote vs reality' structure to highlight management credibility failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
56
Uses direct quotes from official company documents to frame the argument of cost over-runs.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
57
Uses a table to reconcile reported costs against company claims.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
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 Bet1 hit
59
Uses a 'before-after' style comparison of two different slide decks to highlight the introduction of a footnote that changes the meaning of the synergy claim.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
60
Uses a timeline of quotes to contrast with a quantitative table showing LTM R&D spend.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
61
Spruce Point Capital Management branding with tree logo.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a table-like structure to present a chronological sequence of quotes to expose management contradictions.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses a peer benchmarking table to expose a contradiction in the CEO's public statement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses arrows to visually represent the direction of capex spending (increase vs. maintenance).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
65
The slide uses a red box to highlight the 'Organic' Amcor LTM Dec 2019 column, emphasizing the shortfall.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
66
The slide uses a flow diagram to illustrate the company's value creation model, then overlays a critical callout box to challenge the validity of the 'Reinvestment' figure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
67
Uses red boxes to highlight specific numerical discrepancies between tables.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
68
Spruce Point Capital Management branding.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
69
The slide uses a side-by-side comparison of two financial tables to point out inconsistencies in how Amcor treats non-recurring items.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
70
Uses red boxes and arrows to highlight specific line items in financial tables to demonstrate the contradiction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit