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slides · global inventory

All filtered slides

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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

122,821-122,880 of 319,975

filter-aware
01
Slide 1
The slide uses visual metaphor (vermin) to attack the company's brand/management quality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a comparative table structure to establish credibility through past performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
04
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
05
Includes Spruce Point Capital Management logo (pine tree).Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
06
The slide uses a strong, accusatory tone typical of activist short reports, specifically targeting the CFO and management team.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
07
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
08
The slide uses a 'villain' narrative by linking the current CFO to a past failed company (Boulder Brands) analyzed by the same firm.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
09
Slide 9 of an activist short report.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a timeline-annotated stock chart to correlate specific management actions with share price decline.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
11
Uses a direct quote from an analyst to set up the contradiction with the company's own proxy statement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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 Moment1 hit
13
Uses a comparison table to highlight shared negative traits between a past failed company and the current target.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
The slide uses a red box to highlight the discrepancy between actual growth and guidance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
The slide uses expert/insider testimony to validate the thesis that PBH lacks pricing power due to over-exposure to big-box retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses red flags and arrows to point out specific omissions in corporate reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
The table highlights Prestige Brands in red to emphasize its outlier status in working capital deterioration.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a table to compare pre-Sacco and post-Sacco financial metrics, specifically highlighting the acceleration of receivables growth relative to revenue.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses a bar chart with a data table overlay to show the discrepancy between reported post-synergy multiples and actual pre-synergy multiples for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
21
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a comparison table to draw parallels between a failed company and the target company, implying a similar negative outcome.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a red arrow at the bottom to visually emphasize the deterioration of metrics over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Includes a timeline-style diagram showing the shift in terminology and a table comparing revenue definitions over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses a 'precedent' framework to argue for regulatory scrutiny of the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses red boxes and arrows to highlight specific patterns of association (Boulder Brands, EY, college) to imply potential conflicts of interest or cronyism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses a timeline to frame the subject's past performance as problematic, specifically highlighting her start and end dates at the company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses visual callouts (red boxes and arrows) to highlight the contradiction between the company website and the state license verification database.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
29
Uses annotated tables and news clippings to build a case against the current audit partner.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses red boxes to highlight specific auditor names and a red flag icon to signal concern.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
32
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
33
The slide uses a red box to highlight the gap between actual organic growth and guidance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
34
The slide uses a red box to highlight the 'Organic Adjusted EBITDA Growth' row as the primary evidence of the thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
35
Includes a specific callout to Moody's criticism of the company's EBITDA add-back practices.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
71
The slide uses a 'villain' framing by labeling the company's presentation as 'aggressive' and contrasting it with 'Spruce Point Adjusted' figures.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
72
The slide uses a red box to highlight the specific FCF figures being compared between the proxy and the actual performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
73
Uses red boxes and arrows to highlight specific line items in financial tables that have been revised or are inconsistent.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
74
Uses direct quotes from executives to highlight a contradiction in seasonal expectations.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses a 'Dividend Cushion' calculation to argue that the company's current dividend is unsustainable.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a 'Spruce Point Adjustments' framework to reconcile reported vs. adjusted financial metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
77
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
78
Uses a combination of biography screenshots, signature blocks, and official regulatory records to prove the contradiction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
80
The slide uses a 'guilt by association' framing to undermine the credibility of the target company's auditor.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
82
Uses a red box and arrow to highlight the negligible percentage of ownership.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses a red box to highlight high percentage payouts and a red box to highlight the 'suspect' nature of the financial targets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
84
The slide uses a callout box to link a specific corporate disclosure to the activist's interpretation of management's intent.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a direct quote from a company filing to contrast with the activist's claim of negligence.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'villain' framing by calling the benchmark 'absurd' and 'irrelevant'.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
87
Standard Spruce Point Capital Management section divider.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
88
Uses a table to contrast analyst locations and price targets against management's stated goals.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
89
The slide uses a red box to highlight the specific fundamental owners (American Century and Mairs & Power) who have been selling, directly contradicting the CEO's quote.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
90
Uses a red arrow to visually link the 'Acquisitions and/or buy-backs' box in the model to the text highlighting the $500m buyback.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
91
Includes a specific callout box highlighting a period of sustained negative sales growth for Bemis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
92
The table highlights that Amcor's valuation is rich relative to its peers when considering the underlying financial challenges.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
93
Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
94
Uses a red callout box to link a specific data point in a table to a quote in a 10-K filing.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
95
Includes a comparison to Westrock as a precedent for multiple contraction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit