slides · global inventory
21 Before After
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Uses a circular flow diagram to illustrate the reversal of a business model's flywheel.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
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Uses a before-after style comparison to highlight accounting discrepancies.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
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The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
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Uses a before-after framing to highlight a contradiction in the company's narrative regarding their product's nature.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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The slide uses a before-and-after comparison to suggest unethical business practices by the company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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Includes Spruce Point Capital Management logo/branding element (pine tree).Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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Uses red boxes and callouts to annotate a screenshot of a Bunge investor presentation slide.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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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
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Uses red underlining to emphasize the contradictory statements in the source text.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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Uses a red box and arrow to visually emphasize the missing data point in the Viterra table compared to the Bunge table.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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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
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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
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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
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The slide uses a red callout box to emphasize the negative context surrounding ADM's performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
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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
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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
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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
14
The slide uses a before-after comparison to debunk the 'Amazon risk' narrative by showing that superstores grew alongside Amazon.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The chart shows JCP stock price performance under CEO W.R. Howell from 1983 to 1994.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Loop · Before After1 hit
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The slide highlights the impact of poor planning, weak margins, and over-leverage during the Oesterreicher era.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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The slide uses a line chart to show stock price recovery following a management change.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Before After1 hit
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The slide uses visual evidence of wall collapse to argue that the company is underestimating the cost and scale of necessary repairs.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
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Uses photographic evidence to refute corporate narrative.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
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The slide uses a problem-solution mapping structure to demonstrate management's proactive response to performance issues.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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The slide uses a bar chart to compare P&G against a peer group consisting of Church & Dwight, Clorox, Colgate, Kimberly-Clark, L'Oréal, and Unilever.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Before After1 hit