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Problem Agitate Solution
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AppHarvest | Results Presentation Deck | 23 slidesAppHarvest | Results Presentation Deck | 23 slides · AppHarvest
Conference presentation Investor relations Beat · Attention1 hit
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Uses a before-after-bridge framework to contrast problems with solutions, supported by external quotes and data citations.AppHarvest | Results Presentation Deck | 23 slides · AppHarvest
Conference presentation Investor relations Beat · Need1 hit
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The map uses lines to show long-distance shipping routes, emphasizing fragmentation and inefficiency.AppHarvest | Results Presentation Deck | 23 slides · AppHarvest
Conference presentation Investor relations Beat · Problem1 hit
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AppHarvest | Results Presentation Deck | 23 slidesAppHarvest | Results Presentation Deck | 23 slides · AppHarvest
Conference presentation Investor relations Beat · Solution1 hit
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Uses a three-column layout to present distinct problem areas.AppHarvest | Results Presentation Deck | 23 slides · AppHarvest
Conference presentation Investor relations Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide uses a split-layout: left side outlines macro industry headwinds, right side outlines specific company-level failures.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses two distinct time-based benchmarks (Pre-COVID and Pre-Engine No. 1 engagement) to demonstrate consistent failure to match peer performance.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide highlights the deterioration of market position, credit rating, balance sheet health, and dividend sustainability.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
Uses pull-quotes from financial media to build a case against management's capital allocation strategy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a red dashed box to draw attention to ExxonMobil's data series.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Uses a pull-quote from the Wall Street Journal to reinforce the narrative of financial instability.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The chart uses a waterfall-style logic to bridge starting asset value to ending asset value, highlighting the gap as 'Potential Value destruction'.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Uses a stacked area chart to show the relative decline of ExxonMobil's market cap compared to Chevron.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Includes a chart highlighting ExxonMobil's low score compared to peers and two critical quotes.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The chart uses a waterfall-style logic to show how the vast majority of emissions are excluded from reduction targets.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a donut chart to visualize the insignificance of carbon capture relative to total emissions.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Uses pull-quotes from financial news sources to substantiate the contradiction.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
18
Uses a before-after-framing approach to contrast current failures with proposed solutions.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The chart visualizes the collective expertise of the proposed slate.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Includes two testimonial quotes supporting the nominee's strategic capabilities.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Includes a testimonial quote from Reuters Breakingviews.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Includes a testimonial quote from Tom Friedman.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Includes a pull-quote from Fortune magazine regarding his performance at Vestas.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Engine No. 1 | Activist Presentation Deck | 83 slidesEngine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a contrast-pairs framework to highlight the strategic divergence between the incumbent and the activist investor.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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The slide uses a combination of a scatter plot (Bloomberg transition scores) and a dot plot (CapEx share) to visualize the gap between ExxonMobil and its peers.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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Uses a quote from the WSJ to frame the valuation divergence between traditional energy and clean energy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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Overstock | Results Presentation Deck | 35 slidesOverstock | Results Presentation Deck | 35 slides · Overstock
Conference presentation Investor relations Beat · Satisfaction1 hit
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Overstock | Results Presentation Deck | 35 slidesOverstock | Results Presentation Deck | 35 slides · Overstock
Conference presentation Investor relations Beat · Satisfaction1 hit
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Overstock | Results Presentation Deck | 35 slidesOverstock | Results Presentation Deck | 35 slides · Overstock
Conference presentation Investor relations Beat · Satisfaction1 hit