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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 19,831-19,860
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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19,831-19,860 of 26,550

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13
Uses a contrast-based argument to frame the dual-class structure as a governance failure.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Uses quotes to illustrate the 'close alignment' mentioned in the thesis.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
15
Uses news clippings and quotes to build a narrative of financial instability.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
16
Uses a 'he said/she said' structure to highlight a contradiction between the Board's public statement and the CEO's private account.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
Uses a bar chart to highlight Peloton's outlier status in CEO compensation.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
18
Uses a bar chart to highlight the outlier status of the CEO's pay compared to peers and percentile rankings to emphasize the extremity.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
19
Uses a hub-and-spoke style network diagram to visualize conflicts of interest.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
20
Uses a table to correlate board members with negative TSR performance.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
21
Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Uses a lettered list format to categorize failures in management, strategy, and market credibility.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
23
Uses a strikethrough on former titles and names to visually demonstrate lack of change.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
24
Uses a quote and visual cues (Netflix mailer) to undermine the executive's relevant experience.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
25
Uses a quote-contradiction framework to undermine executive credibility.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
26
Uses peer benchmarking to highlight operational inefficiency and demonstrate that even after proposed cuts, Peloton remains an outlier.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
27
Uses external media quotes to undermine company claims of innovation.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
28
The slide uses a checkmark/cross comparison table to highlight feature parity and gaps.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
Uses a screenshot of a news article as primary evidence to support the activist thesis.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
30
The chart highlights Peloton's significant underperformance (-37%) compared to its peers and the broader market.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
31
Uses red dashed arrows to visually emphasize the negative trend across all four metrics.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
32
Uses a combination of bulleted list of concerns and pull-quotes from analysts and the CEO himself to build a case against leadership.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
33
Uses authority-citation to validate the activist thesis.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
34
Blackwells Capital branding present.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
35
Uses a chevron-style transition graphic to imply evolution.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
36
The slide uses a hub-and-spoke diagram to visualize ecosystem integration.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
37
The slide uses a hub-and-spoke visual metaphor to connect the central 'FaaS' concept to four strategic pillars.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
38
Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
39
Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
40
Uses a series of icons/logos to illustrate potential partnership verticals (gyms, telemedicine, food, social, gaming).Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
41
Uses WHO data to establish a TAM for a 'Fitness-as-a-Service' model.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus1 hit
42
The slide uses a specific precedent (Centr) to derive a hypothetical valuation for Peloton.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus1 hit