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slides · global inventory

Development

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Matching slides 11,188
Current window 4,561-4,590
Pages 373
Rows per page 30
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4,561-4,590 of 11,188

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19
Uses a series of quotes from the former CEO to establish a historical narrative that is later refuted by the outcome.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
20
The slide highlights how contractual supply agreements preserved integration benefits despite management's initial warnings.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
21
Uses a before-after framework to demonstrate that perceived asset quality is often a function of management quality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
SandRidge Energy (SD)SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
11
Uses a timeline diagram to visualize the 'flipping' of assets between WCT Resources and SandRidge.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
12
Uses a timeline diagram to visualize the discrepancy between the acquisition dates and the subsequent sale/disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
13
Uses a timeline diagram to visualize the discrepancy between the company's stated acquisition date and the actual transaction history.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
14
Uses a timeline diagram to visualize the contradiction between official disclosure and actual events.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
15
Uses a timeline diagram to visualize the discrepancy between the disclosed narrative and the actual transaction sequence.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
16
Uses a timeline diagram to visualize the discrepancy between public disclosure and private transaction history.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
17
Uses a visual grid to represent land parcels changing hands between WCT, SandRidge, and Shell.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
18
Uses a grid-based visual representation to show the progression of land ownership and transactions.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
19
Uses a grid-based visual to represent land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
20
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Uses a grid-based visual to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Uses a grid-based visual representation to show land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
23
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
24
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
25
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
26
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
17
The chart uses 2014 as the base year (indexed to 100). UNP is visually emphasized with a thicker, darker line.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a 'worst' framing to call out UNP's poor relative performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a narrative structure to contrast leadership performance, specifically isolating Jim Vena's tenure as a period of improvement.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
20
Uses a 'Promise vs Result' table structure to build a case for management incompetence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a timeline-based annotation approach to highlight the gap between management promises and actual guidance revisions.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'before and after' structure centered around Jim Vena's tenure to show that the lack of confidence is a persistent, cyclical issue.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit