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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 14,071-14,100
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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14,071-14,100 of 26,550

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01
Slide 1
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
02
The slide uses a timeline to frame the company's actions as a reactive and opaque response to shareholder pressure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
03
Uses a comparison table structure to clarify voting thresholds and timelines for two different shareholder actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
04
Uses a comparative equation structure to contrast the Board's current valuation with the activist's proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
Uses a simple additive visual structure to show the components of the deal value.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
Uses a contrast-pairs framework to highlight the deficiencies of the incumbent board against the proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
Uses specific valuation math (8.3x EBITDA multiple) to illustrate shareholder value impact.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
Uses a contrast-pairs framework to highlight the incumbent board's failures versus the proposed board's potential.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
02
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
03
The slide uses a numbered list format to structure the argument for change.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
04
This is a continuation of a list, starting at point 3.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
06
Uses a starburst graphic to emphasize the low return of HMA.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
07
The slide uses a consistent 'underperformance' delta calculation across multiple time horizons to build a narrative of long-term failure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
08
The slide uses a timeline to visualize high CEO turnover and links specific board members to compensation committee failures.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
09
The slide uses a red 'X' to denote missed guidance and a dash for achieved/exceeded, culminating in a summary row showing the total number of misses.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
10
The slide uses a comparison frame to highlight HMA's operational underperformance relative to peers.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
11
The slide uses a 'villain' framing to attack the CFO's credibility.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
12
Uses direct quotes from earnings calls to highlight contradictions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a stock chart annotated with specific timestamps of the CFO laughing during a market sell-off.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
14
Uses a combination of a line chart and press clippings to highlight management's poor judgment.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
15
Uses a combination of a peer comparison table and a line chart to demonstrate financial mismanagement.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses a vertical timeline to frame a series of negative events as a pattern of systemic compliance failure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
17
The slide highlights a governance gap at HMA compared to peers like HCA, LPNT, and THC.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
23
This is an activist investor slide from Corvex Management regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
24
The slide uses a flow-chart style diagram to show capital allocation strategy.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
50
The slide uses a simple additive and causal flow to summarize the investment thesis.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Satisfaction1 hit