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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 5,221-5,250
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

5,221-5,250 of 14,162

filter-aware
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
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
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
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
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
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
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
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
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
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
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