slides · global inventory
Problem Agitate Solution
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 26,550
Current window 18,541-18,570
Pages 885
Rows per page 30
Arc
18,541-18,570 of 26,550
02
Includes a performance comparison table across multiple time horizons.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
10
The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
16
The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
50
Uses a 'before-after' style contradiction to highlight management failure.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
01
The slide uses a contrarian investment thesis, framing the high short interest as a signal for a potential price rebound.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Situation & Context1 hit
02
The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
04
Includes a Statista chart sourced from Piper Jaffray.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Golden Circle1 hit
07
Snap Inc. (SNAP)Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Action1 hit
04
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
Uses a before-after-bridge style visual to connect high revenue to low margins.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
11
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
12
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
14
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a 'report card' metaphor to frame the board's failures as objective assessments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a 2x4 grid to present a chronological narrative of failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the current board.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
133
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
93
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
94
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit