slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 5,251-5,280
Pages 473
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Slide function
5,251-5,280 of 14,162
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
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
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
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
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
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
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
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
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