slides · global inventory
Complication
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 25,056
Current window 11,311-11,340
Pages 836
Rows per page 30
Beat
11,311-11,340 of 25,056
02
This slide uses rhetorical questions and hypothetical scenarios to highlight perceived double standards in SEC enforcement.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
This slide is a text-heavy narrative page from a presentation, likely by David Einhorn (Greenlight Capital), discussing the short position on Lehman Brothers.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide serves as a foundational narrative for the activist strategy, citing specific historical performance metrics and investment examples.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
06
The slide outlines the investment philosophy of Icahn Enterprises, emphasizing the use of activist pressure to force M&A activity among cash-rich, underperforming companies.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
01
The quote is used to contrast the 'String of Pearls' strategy with the current merger strategy.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
01
This is the first page of a shareholder letter from Starboard Value.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AttentionLoop · Golden Circle1 hit
02
News Corporation (NWSA)News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · InterestLoop · Golden Circle1 hit
02
This is a page from a shareholder letter by TCI Fund Management regarding Wirecard.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
01
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
02
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
03
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
04
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
05
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
06
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
07
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
08
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit