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slides · global inventory

Problem Agitate Solution

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

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Matching slides 26,550
Current window 12,241-12,270
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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12,241-12,270 of 26,550

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03
The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
09
This is a page from an activist investor letter (Elliott Management) to the Board of Alexion Pharmaceuticals.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
10
This is the final page of a formal activist investor letter.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Solution1 hit
04
This slide serves as the core 'villain critique' and 'problem statement' for the activist campaign.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
05
The slide uses a comparative framing technique to establish the superiority of the activist's nominees over the incumbent board.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
11
The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a 'Commitment vs. Reality' structure to highlight management credibility issues.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
Includes logos of Micron, Amkor, and Powertech as examples of failed license renewals.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a bar chart to visualize historical and projected losses, and a text block to highlight contradictory management statements.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses specific examples of executive departures (Young, Chernicoff, Roohparvar) to build a case for board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses three charts to demonstrate market growth (revenue, litigation, and applications) to contrast with the company's performance.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
24
This slide uses a narrative structure to frame the company's current business model as a failure of strategy, setting up the activist's proposed pivot.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
25
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
26
Highlights the discrepancy between patent distribution and revenue generation.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
27
The chart is an exploded pie chart showing the percentage distribution of patent coverage across various packaging technologies.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
28
The slide uses two bar charts to segment the patent portfolio by quality score and age.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
29
The slide uses a bar chart to show 2012 market size by device type and provides a narrative argument for why Tessera is underperforming in non-DRAM markets.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
30
The chart uses a 3D pie chart to contrast internal vs. acquired IP, with a specific callout for the 4% internal portion.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
31
The slide uses a histogram to show QScore distribution and a bar chart for priority dates to demonstrate portfolio strength.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
32
The slide highlights the discrepancy between the large market opportunity and the lack of revenue generated by Invensas to date.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
33
The slide highlights that Tessera acquired these assets but has not actively pursued broad licensing opportunities.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
34
The slide uses a QScore algorithm to categorize patent value and shows a concentration of patents in the 2001-2005 priority date range.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
35
Includes a bar chart showing 2012 market size by device type and text detailing historical revenue decline and future potential.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
36
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
37
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
38
The slide uses a contrast-pairs framework to highlight the disparity between OSATs and OEMs.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit