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Overcoming Monster
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73
The image is a P-18 'Spoon Rest' radar system, likely used as a metaphor for surveillance or oversight.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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The slide uses a contrast between narrative bullet points on the left and specific 'Problematic Board Features' and 'Limited Shareholder Rights' tables on the right.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
76
Includes a photo of Fred Kornberg and a callout box summarizing the activist's stance on the board's capability.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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Uses a table to contrast director independence, conflict status, and involvement in the interview process.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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The slide uses a timeline-style visual to show board tenure alongside a table of director credentials.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
80
The slide uses a hub-and-spoke diagram to visualize cronyism in board appointments.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
81
The slide uses a 'villain critique' framing by highlighting a lack of relevant industry diversity among nominees.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
82
The slide uses red 'X' marks to visually highlight the lack of relevant industry experience among independent directors.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
83
The slide uses red 'X' marks to indicate a lack of relevant experience or public board presence for the incumbent nominees.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
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Includes specific call to action for proxy voting.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
03
Uses a pop culture reference (Twisted Sister) to frame management's actions as out of touch.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
04
Uses a song lyric quote to frame the 'new management' as ineffective.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
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Uses a cartoon of a person holding their head to emphasize the negative financial situation.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
06
Uses a pop-culture quote (Pink Floyd) to mock management's perceived lack of awareness.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
07
Uses a visual metaphor of moving soccer goals to represent shifting goalposts.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
08
Uses a table to track regulatory/launch progress across European countries, specifically calling out Germany as a 'critical missing country'.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
09
Uses a table to contrast country-specific launch timelines and a callout box to highlight the discrepancy.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
10
Uses a 'moving the goalposts' visual metaphor (soccer goals) to illustrate the missed deadlines.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
11
Includes a cartoon illustration to mock the company's logic.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
12
Uses a callout box to point to the contradiction in the 1st wave progress metric.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
13
Uses a visual map and a red arrow to highlight the absurdity of the claim.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
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Uses direct quotes from earnings calls and conferences to demonstrate shifting narratives.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
15
Includes a cultural reference (Bob Dylan quote) to emphasize the theme of change.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Cite Precedent1 hit
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Includes specific voting instructions and a call to action for shareholders.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Closing Ask1 hit
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Includes specific instructions for mail, internet, and phone voting.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Closing Ask1 hit