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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 13,171-13,200
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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13,171-13,200 of 26,550

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16
Uses a structured list format to categorize activist grievances.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
17
The slide uses red dashed boxes to highlight specific rows for replacement by the shareholder slate.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
50
The slide uses a protest image to frame the public perception of coal, then provides a technical distinction to differentiate the subject matter.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
51
The slide uses a quote to frame the necessity of a specific commodity.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
52
The slide includes a specific price assumption for 2022-2023 ($175/Mt) compared to analyst consensus ($150/Mt).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
53
The chart uses a cost curve format to compare production costs across various companies.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
54
The slide uses a metaphorical/anecdotal headline to introduce a quantitative financial sensitivity analysis.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
55
The slide serves as a brief informational filler or transition regarding the company's zinc business segment.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
56
The slide uses a simple visual metaphor to bridge the previous content to the valuation section.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
57
The slide argues that consensus estimates are lagging behind commodity price increases, suggesting an earnings beat.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
58
The table highlights the $4.50/lb copper price point, which corresponds to the current forward curve.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
59
The table highlights the 4.50 copper price point row.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
60
The Monopoly man is used as a visual metaphor for wealth/cash flow.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
61
The slide provides a transparent view of the inputs for a DCF model, including commodity price assumptions and cost of capital parameters.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
62
The table uses a DCF model based on a specific commodity price assumption ($3.00/lb copper).Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
63
The table uses a standard NAV build-up approach for mining assets.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
64
The table uses a standard NAV build-up methodology.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
65
The slide uses a visual metaphor to discuss a high-end market prediction.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
66
The slide serves as a concluding remark for a presentation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
03
This is an activist investor presentation slide from Third Point regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
04
This slide is from a Third Point presentation regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
This slide outlines a strategic vision for Yahoo, likely from a Third Point activist investor presentation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a bulleted list to outline the investment rationale.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
11
Uses bubble sizes to visually represent the scale of the consumer base.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
13
This is a classic activist investor slide (Third Point) framing the problem as 'failed management' and the solution as 'new leaders'.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit