Matching slides 5,737
Current window 3,631-3,660
Pages 192
Rows per page 30
Beat: Consultants Gambit Problem Complicationclear collectionreset all

Beat

3,631-3,660 of 5,737

filter-aware
02
Uses a CEO quote to contrast with the bar chart data, demonstrating a failure to meet stated goals.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is the final page of a letter from an activist investor (Arnaud Ajdler).Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
This is the final page of a shareholder letter, containing numbered questions and signatures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
06
BP plc (BP)BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
This is a legal document header/cover page included in a shareholder letter context.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
This is a page from a legal document or shareholder letter referencing specific planning permissions and legal precedents.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide presents excerpts from a planning committee report (paragraphs 196-200) and then challenges the logic of the decision-making process.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
This is a text-heavy page from a shareholder letter detailing the rationale for an activist proposal.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
03
This is a text-heavy shareholder letter page. It uses survey data to build a case for change.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a comparative bar chart to frame the CEO as an underperformer.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide uses a Bloomberg terminal screenshot to provide objective evidence of market disapproval.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
The slide uses a timeline visual to frame the rival activist's actions as a series of contradictory and destabilizing events.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
11
Part 2 of 3 in a series of arguments against a specific activist slate.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
12
The slide uses a 'before-after' style comparison of quotes to demonstrate inconsistency in strategic direction.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
01
Slide 1
Includes a specific valuation target of $45 per share.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
This is a text-heavy slide from an activist investor presentation (likely Engine Capital or similar) outlining a thesis for value creation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a press release document.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
02
This is a page from an activist investor press release/letter. It uses a narrative structure to build a case against current board governance.Parkland Corporation (PKI) · Arnaud Ajdler
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
This is page 2 of a shareholder letter, focusing on specific grievances and demands for the Board.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
This is a page from an activist investor letter (likely from Seth Fischer of Oasis Management) to Satoru Iwata.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The chart illustrates the decline of console gaming revenue alongside the growth of mobile and online gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
Nintendo Co., Ltd. (7974.T)Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
01
Slide 1
This is a formal press release/letter document.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
The slide uses a combination of a performance table and qualitative narrative to argue for management failure.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a page from an activist investor letter (likely Engine Capital) criticizing the current CEO and Board.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit