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Complication
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11,281-11,310 of 25,056
20
The chart uses a 'before-after' framing to highlight the gap between current targets and potential optimized performance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
21
The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
18
The chart uses a stacked bar for headcount (investment vs other) and two line series for financial performance (AUM and Net Return).Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
09
The slide uses a three-column structure to systematically dismantle the opponent's valuation argument.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
08
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'permanently impaired') to frame the management's proposal as a threat to shareholder value.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
10
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
01
Includes a quote from Bill Darden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
02
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
03
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
04
The slide outlines the 'Value, Plan, and Path' approach and provides quantitative evidence of performance impact from board seats.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
05
This is a classic activist 'thesis' slide, framing the problem (undervalued) and the solution (new board, operational plan).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
06
The slide uses a 'Great brands' and 'Valuable assets' structure to justify the investment.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
07
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
08
Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
09
The chart uses a waterfall structure to show individual cost-saving/revenue-enhancing opportunities leading to a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
10
This is a continuation slide detailing specific operational levers for value creation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
02
This is a page from a shareholder letter (activist investor Starboard Value). It uses narrative to expose management's broken promises and the Board's defensive tactics.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Anchor1 hit
02
The slide uses a bar chart to highlight significant negative performance gaps.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit