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slides · global inventory

Development

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 11,188
Current window 4,111-4,140
Pages 373
Rows per page 30
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4,111-4,140 of 11,188

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02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a bar chart to contrast the high return of capital by IBM and TXN against the low return by AAPL.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
The slide uses a color-coded bar chart to contrast companies that return capital (green) against those that hoard cash (grey).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses a visual metaphor of an Amazon-style shopping cart to mock Dell's strategic rationalizations.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
14
Uses a 'hypocrisy' frame to highlight the contradiction between management's public rhetoric and private actions.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide serves as a transition to a video clip.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
04
The slide uses a strong, argumentative tone to frame the current financial system and proposed reforms as inadequate or harmful.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
12
The chart highlights Pfizer's position relative to a peer median of 46 drugs.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses external validation to support a thesis about the company's strategic positioning.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
This slide is part of an activist investor presentation (Starboard Value) intended to expose management's past claims against current performance or strategy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a dialogue format between a GS Analyst and the CEO to highlight a specific strategic commitment.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide uses a historical Pfizer graphic to frame a critique of R&D productivity.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a table to demonstrate historical management commitments to specific R&D milestones.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a screenshot of a Pfizer table to critique their 'Up to 15 in 5' program claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a screenshot of a Pfizer investor presentation to frame the argument that management failed to deliver on its own stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a callout to emphasize the gap between actual performance and the blockbuster threshold, and includes a quote from a 10-K filing to support the divestment claim.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a screenshot of a news article as evidence of a failed clinical trial.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a red double-headed arrow to emphasize the gap between the 2030 projection and the blockbuster threshold.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The slide uses a visual gap analysis to emphasize the shortfall against a market benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses a highlighted excerpt from a third-party report to substantiate the claim of failure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a direct quote/excerpt from a primary source to validate the claim of continued success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a series of callout boxes to present external validation of competitive pressure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
The slide uses a direct citation from a company press release to establish a negative precedent or track record.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
28
The slide uses a screenshot of a press release to establish historical context for the drug's success.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
The slide uses a screenshot of a news article to provide external validation of a failed drug development program.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
The slide uses a dialogue format between an analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a 'preempt_rebuttal' or 'expose_contradiction' strategy by showing original company claims and implying failure through the context of the activist's critique.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit