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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 14,851-14,880
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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14,851-14,880 of 26,550

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01
Slide 1
This is the first page of a shareholder letter/activist campaign document.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Attention1 hit
02
This is a page from a shareholder letter by Bluebell Capital Partners addressed to BP.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Attention1 hit
03
The slide uses a 'villain' framing for the current management strategy, labeling it 'irrational' and 'anti-woke'.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Attention1 hit
10
The slide uses a numbered list to detail specific 'red flags' regarding BP's IRR targets versus WACC.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Interest1 hit
11
This is a page from a shareholder letter/activist investor presentation. It uses specific auction data to support a narrative of poor capital allocation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Interest1 hit
12
This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's capital allocation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Interest1 hit
13
The slide uses a quote from RWE's CEO to support the argument against vertical integration in power generation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment1 hit
14
This slide continues a numbered list of arguments (vii and viii) and includes detailed footnotes regarding valuation data and board member qualifications.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment1 hit
15
This is a text-heavy page from a shareholder letter by Bluebell Capital Partners.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
16
This is a text-heavy slide from a shareholder letter, functioning as an argument for management change.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
17
The slide uses a narrative of 'superficiality' vs 'substance' to frame BP's leadership decisions as failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
18
The slide uses external citations (BCG, IEA, Vaclav Smil) to build an argument against BP's current strategic direction.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
19
The slide uses IEA data to argue that aggressive decarbonization targets may jeopardize economic development in emerging markets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
20
The slide serves as a concluding summary of the activist investor's thesis regarding BP's underinvestment in oil and gas.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
21
The slide uses a competitive comparison to justify the demand for removing Scope 3 targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
22
The slide uses shareholder voting data to challenge the feasibility and shareholder support for Scope 3 targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
23
This is page 23 of a shareholder letter/activist investor presentation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Desire1 hit
24
This is a page from an activist investor letter. It outlines specific financial targets for capex reallocation and shareholder returns.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach1 hit
25
This is page 25 of a shareholder letter, continuing a numbered list of demands.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach1 hit
26
The slide highlights a governance concern regarding director independence and potential conflicts of interest.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach1 hit
27
The slide serves as a credibility-building narrative, demonstrating the firm's history of influencing corporate strategy toward decarbonization.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach1 hit
28
The slide serves as a credibility-building page in a shareholder letter, highlighting successful interventions.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Solution & Approach1 hit
01
Slide 1
The slide uses a series of bar charts to demonstrate TSR underperformance across multiple time horizons (1Y, 3Y, 5Y, and since IPO).US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
The slide uses a line chart to demonstrate historical underperformance and text to argue for operational failure regarding margin gaps.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter by Sachem Head Capital Management.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
04
This is a text-heavy shareholder letter page outlining the case for board change.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
05
This is a text-heavy shareholder letter page from an activist investor campaign.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
14
Uses icons to denote specific criticisms of the Board's performance.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Problem Statement1 hit
20
The slide uses a 'villain' framing for the directors, highlighting their negative performance metrics.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Solution1 hit
22
The slide uses a combination of qualitative value propositions and quantitative segment breakdowns to justify the investment thesis.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Thesis Headline1 hit