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11,011-11,040 of 11,188
14
The chart shows a stacked area production profile where the growth segments (Leviathan 1B and Aphrodite) are far in the future.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
15
Uses a 4-point numbered list structure to systematically dismantle the deal's legitimacy.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
16
The slide uses strong, emotive language ('throwing in the towel', 'long-suffering', 'truly jarring') to frame the management team as antagonists.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
17
Palliser Capricorn Presentation October 2022Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
The slide uses a 'villain' framing by attributing underperformance to specific management failures.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a waterfall-style comparison to illustrate value destruction.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses peer benchmarking to highlight inefficiency in staff costs and administrative expenses.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
The chart uses a combination of bar charts for financial flows and bubble/circle markers for headcount and compensation data.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a bar chart to visually separate legacy returns from current management returns, highlighting the discrepancy.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide serves as a strategic argument against a specific M&A transaction, framing it as value-destructive.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
Uses a visual contrast to highlight the friction between developer focus and operational burden.Platform.sh Pitch Deck · platform-sh-pitch-deck
Pitch deck Investor relations Beat · ProblemLoop · Before After1 hit
08
Uses a before-and-after framing to contrast manual complexity with platform-enabled simplicity.Platform.sh Pitch Deck · platform-sh-pitch-deck
Pitch deck Investor relations Beat · AgitateLoop · Before After1 hit
33
The slide uses quotes from depositions to frame the board's governance philosophy as problematic.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
34
Uses quotes from depositions to frame the board as antagonistic toward shareholders.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
35
Uses Russell 3000 benchmarking to illustrate extreme underperformance in shareholder support.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
36
The slide uses a 'villain' framing by highlighting specific governance failures (No Independent Leadership, Staggered Board, Small Board Size) and contrasting them with market norms.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
37
The slide uses a red dashed box to highlight the lack of 'Shares Purchased' and the high percentage of 'Shares Sold'.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
38
Part of an activist campaign deck targeting Masimo's governance.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
39
The chart uses a single red bar for Masimo to highlight the 38x outlier status compared to the peer median.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
40
The slide uses a red-box list format to highlight 'dead hand' provisions and governance failures.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
41
The slide uses authority bias by citing diverse, high-credibility sources to frame the compensation agreement as indefensible.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
42
Includes a direct quote from Mr. Kiani's deposition and a reference to an 8-K filing.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
43
Uses a three-column layout to categorize failures in oversight: employment agreements, related-party relationships, and independent counsel.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
44
Politan Capital Masimo Presentation May 2023Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
45
The slide uses a comparison table structure to frame the current conflict as part of a recurring behavioral pattern.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
46
Uses a timeline on the left and a binary choice/contradiction framework on the right.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
47
Uses a 'before-after' or 'contradiction' framing to undermine management credibility.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
48
The slide uses a table-like structure to contrast board announcements with reasons for their ineffectiveness.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
49
The slide uses a numbered list format to build a logical argument leading to the final call to action.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
50
Part of an activist campaign deck for Masimo.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit