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Problem Agitate Solution
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This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique2 hits
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The slide uses a quote from Scott Landers to highlight the discrepancy between management's initial expectations and the reality of the Olapic business model.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique2 hits
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)2 hits
04
The slide uses a before-after valuation bridge to illustrate the potential upside of the proposed plan.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication2 hits
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This is a promotional social media ad from Elliott Investment Management targeting Phillips 66 shareholders.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
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This is a cover letter/introductory page for an activist investor deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate2 hits
14
This slide serves as a narrative-heavy 'villain critique' or 'expose contradiction' piece, focusing on the board's lack of transparency and accountability.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate2 hits
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This is a text-heavy slide from an activist investor deck (Elliott) criticizing Phillips 66 leadership and governance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate2 hits
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The slide functions as a character critique of the board's defensive tactics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate2 hits
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The slide is a screenshot of a social media post (likely X/Twitter) used as an activist investor communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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This appears to be a screenshot of a campaign website (Streamline 66) used as a slide in a regulatory presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
05
Uses a before-after visual contrast to frame the problem of manual management.Pitch deck: AdsGency raises $12M for agentic AI ad platform · AdsGency AI
Pitch deck Strategy consulting Beat · ProblemLoop · Cost Of Inaction2 hits
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Uses an analogy-based value proposition.Pitch deck: Capsule raises $4.75 million seed round · Capsule
Pitch deck Strategy consulting Beat · Evidence2 hits
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Uses an analogy framework to position Capsule as the standard for video creation.Pitch deck: Capsule raises $4.75 million seed round · Capsule
Pitch deck Strategy consulting Beat · Evidence2 hits
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Pitch deck: Capsule raises $4.75 million seed roundPitch deck: Capsule raises $4.75 million seed round · Capsule
Pitch deck Strategy consulting Beat · Evidence2 hits
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Uses a contrast-pair structure to frame the problem.Real pitch deck: Adtech company Vibe raises $22.5 million Series A · Vibe
Pitch deck Strategy consulting Beat · ProblemLoop · Cost Of Inaction2 hits
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The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
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The chart compares actual historical performance against prior consensus estimates to demonstrate margin outperformance.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
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The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
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The slide uses a 'Rule of 50' framework (Growth % + Margin %) to argue for operational improvements.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach2 hits
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Uses a classic red/yellow split-screen contrast layout.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
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Uses a red-to-yellow arrow graphic to frame the choice between the current state and the proposed activist path.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
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The pitch deck used to raise $17 million for a startup that helps advertisers and publishers comply with privacy lawsThe pitch deck used to raise $17 million for a startup that helps advertisers and publishers comply with privacy laws · Sourcepoint
Pitch deck Strategy consulting Beat · Situation & Context2 hits
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Uses fear-based framing to establish urgency for a privacy compliance solution.The pitch deck used to raise $17 million for a startup that helps advertisers and publishers comply with privacy laws · Sourcepoint
Pitch deck Strategy consulting Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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The slide uses a three-column layout to categorize threats: browser restrictions, geolocation data limitations, and regulatory enforcement.The pitch deck used to raise $17 million for a startup that helps advertisers and publishers comply with privacy laws · Sourcepoint
Pitch deck Strategy consulting Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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The slide uses a process flow diagram to illustrate the user journey.The pitch deck Web3 climate startup Return used to raise funding · Return Protocol
Pitch deck Strategy consulting Beat · AgitateLoop · Cost Of Inaction2 hits
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The pitch deck Web3 climate startup Return used to raise fundingThe pitch deck Web3 climate startup Return used to raise funding · Return Protocol
Pitch deck Strategy consulting Beat · AgitateLoop · Cost Of Inaction2 hits