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7,471-7,500 of 11,188
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Uses a before-after framing to demonstrate growth.Etsy | Investor Presentation Deck | 16 slides · Etsy
Conference presentation Investor relations Beat · Rising SuccessLoop · Before After1 hit
06
The slide uses a split-column layout to contrast fee changes with new product offerings.Etsy | Investor Presentation Deck | 16 slides · Etsy
Conference presentation Investor relations Beat · Rising SuccessLoop · Quick Win Big Bet1 hit
07
The slide uses a three-column layout to contrast the evolution of subscription offerings.Etsy | Investor Presentation Deck | 16 slides · Etsy
Conference presentation Investor relations Beat · Rising SuccessLoop · Quick Win Big Bet1 hit
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Etsy | Investor Presentation Deck | 16 slidesEtsy | Investor Presentation Deck | 16 slides · Etsy
Conference presentation Investor relations Beat · Rising SuccessLoop · Quick Win Big Bet1 hit
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Etsy | Investor Presentation Deck | 16 slidesEtsy | Investor Presentation Deck | 16 slides · Etsy
Conference presentation Investor relations Beat · Rising Success1 hit
30
The slide uses a table of GIS companies and their competitor portfolios, a map of dealer footprints, and a screenshot of a website to prove the contradiction.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
31
The slide highlights the complexity of the customer journey, specifically the 'confusing' nature of the distribution network.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
32
The slide uses a transition arrow to suggest a strategic shift from the current Xerox model to a more efficient traditional model.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
33
The slide uses a 'villain' framing for Xerox's management failure to monetize its own R&D.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
34
Includes a quote from Steve Jobs regarding Xerox's missed potential.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
35
The slide uses a combination of quantitative data (donut charts) and qualitative evidence (CEO/CTO quote) to support the thesis.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
36
The slide uses a call-to-action as a footer to frame the data as a leverage point for negotiation.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
37
Icahn Enterprises | Activist Presentation Deck | 44 slidesIcahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
38
Uses a dual-waterfall structure to bridge from 2017 cost structure to 2018 EBIT improvement.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The StruggleLoop · Before After1 hit
39
The slide highlights the value gap between the proposed transaction (~$28/share) and the activist's plan ($54-$64/share).Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The Struggle1 hit
40
Includes a bridge calculation for the $59 illustrative total value.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The Struggle1 hit
14
Overstock | Results Presentation Deck | 19 slidesOverstock | Results Presentation Deck | 19 slides · Overstock
Conference presentation Investor relations Beat · DevelopmentLoop · Cost Of Inaction1 hit
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The slide serves as a portfolio overview or ecosystem map.Overstock | Results Presentation Deck | 19 slides · Overstock
Conference presentation Investor relations Beat · DevelopmentLoop · Cost Of Inaction1 hit
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Overstock | Results Presentation Deck | 19 slidesOverstock | Results Presentation Deck | 19 slides · Overstock
Conference presentation Investor relations Beat · DevelopmentLoop · Cost Of Inaction1 hit
09
The slide uses a combination of bar and line charts to illustrate the negative trend in dividend growth and the rising payout ratio.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The chart highlights a widening performance gap over longer time horizons, culminating in a 119% gap over 10 years.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
11
The slide uses a structured list format to present a strategic roadmap.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a 'Financial' vs 'Portfolio' split to categorize management's response to activist pressure.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
Data points include margin percentages and bps changes for 2016-2020, and organic sales growth percentages for 2017-2018.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
Third Point Management | Activist Presentation Deck | 34 slidesThird Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses a visual metaphor of spilled milk and chocolate to imply messiness or lack of focus.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
The slide uses a pull-quote format to leverage third-party authority (J.P. Morgan) to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
30
Uses authority bias to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
31
Uses a red callout box to emphasize the accusation of fiduciary failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
32
Uses callout boxes to present external validation for the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit