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Consultants Gambit
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09
The slide uses a before-after framing to establish credibility for Starboard's activist strategy.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg2 hits
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The slide uses a bar chart to highlight the valuation gap between the subject company and its peers.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Iceberg2 hits
13
The slide uses a two-column layout to contrast the strategic pillars (left) with the corresponding brand recognition and awards (right).2024 08 Investor Presentation · Alaska Air Group
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
03
Uses a problem-solution framework to address operational and financial challenges.2024 09 JetForward Strategy · JetBlue
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Cost Of Inaction2 hits
09
2024 Q3 Results Presentation2024 Q3 Results Presentation · Air France-KLM
Consulting deck Strategy consulting Beat · The Facts (What)Loop · So What Cascade2 hits
10
Includes Olympic Games impact correction notes at the bottom.2024 Q3 Results Presentation · Air France-KLM
Consulting deck Strategy consulting Beat · The Facts (What)Loop · So What Cascade2 hits
11
The slide highlights specific operational challenges (Olympic Games, pilot shortages, maintenance) and positive performance drivers (Flying Blue partnerships).2024 Q3 Results Presentation · Air France-KLM
Consulting deck Strategy consulting Beat · The Facts (What)Loop · So What Cascade2 hits
18
The slide uses a combination of a list of strategic initiatives with impact indicators and a data table for fleet delivery assumptions.2025 03 JetForward Strategy · JetBlue
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
05
Tripadvisor, Inc. (TRIP)Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context2 hits
11
The slide uses a visual representation of a user profile and a mobile app interface to demonstrate the value proposition of a single profile.2025 Investor Day One Platform · PayPal
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle2 hits
12
The slide shows a 'PayPal Shopper Profile' toggle on a mobile commerce interface, demonstrating how user data informs product recommendations.2025 Investor Day One Platform · PayPal
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle2 hits
13
2025 Investor Day One Platform2025 Investor Day One Platform · PayPal
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle2 hits
14
The slide uses a hub-and-spoke diagram overlaid on a world map to visualize latency/dependency issues.2025 Investor Day One Platform · PayPal
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle2 hits
06
The slide uses a dark blue background with a right-hand sidebar for key metrics.2025 Q1FY26 Earnings Call · Zscaler
Consulting deck Strategy consulting Beat · The Facts (What)Loop · Pattern Hunter2 hits
04
Slide highlights operational performance, financial metrics, and strategic partnerships (Blue Sky).2025 Q3 Earnings Presentation · JetBlue
Consulting deck Strategy consulting Beat · Situation & ContextLoop · So What Cascade2 hits
06
The slide uses a card-based layout to categorize operational improvements enabled by data.2025 Q4FY25 Investor Presentation · Samsara
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Pattern Hunter2 hits
09
Contains specific financial disclosure regarding non-GAAP adjustments and growth headwinds/tailwinds.2025 Q4 Investor Presentation · ServiceNow
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Time Machine2 hits
10
Includes footnotes regarding non-GAAP adjustments and currency impact methodology.2025 Q4 Investor Presentation · ServiceNow
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Time Machine2 hits
11
The slide uses a waterfall chart structure to bridge the gap between previous guidance and actual results.2025 Q4 Investor Presentation · ServiceNow
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Time Machine2 hits
03
This is a continuation of a numbered list of questions (14-21) in a shareholder letter.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
04
This is a continuation of a list of questions (starting at 22, ending at 31) from Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
01
This is a formal shareholder letter/correspondence document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction2 hits
03
The text serves as a narrative justification for calling a special meeting, citing ISS and Glass Lewis recommendations.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
04
This is a text-heavy shareholder letter page.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & Proof2 hits
01
Includes a comparison table of TSR performance and a table contrasting current Disney path vs Trian's goals.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor Beat · Situation & Context2 hits
06
This is a screenshot of a campaign website (Streamline 66) for an activist investor campaign.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Situation & Context2 hits
02
This is a text-heavy shareholder letter page. It outlines three specific points of guidance for the Board regarding upcoming financial targets.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
01
This is the first page of an activist investor letter.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle2 hits
02
The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context2 hits
01
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap2 hits