slides · global inventory
Monroes Sequence Need
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 4,792
Current window 1,291-1,320
Pages 160
Rows per page 30
Beat
1,291-1,320 of 4,792
13
The slide explicitly attributes the negative performance period to the Valeant investment.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
02
The slide uses a 'before-after' framing regarding Starboard's involvement to attribute recent performance improvements to their activism.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
03
The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
11
The slide uses a 'Strange Brew' comic strip to provide a lighthearted transition or emphasis point.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
13
The slide highlights the regional nature of the coal industry due to shipping costs.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
14
The slide uses a pun on 'hiking' to transition from a political scandal context to the topic of Appalachian coal.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
15
Uses a humorous cartoon to frame the 'pain' of the industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
06
The slide argues that market inefficiencies are temporary and correctable, framing the investment opportunity.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
The slide uses red coloring for Norfolk Southern to emphasize negative performance relative to peers.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Zoom In1 hit
07
Includes two area charts comparing operational metrics (Train Speed and Dwell Time) before and after a specific executive's tenure.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Zoom In1 hit
08
Uses a classic 'The Board's Defense' vs 'The Reality' table structure to frame the narrative.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Analogy1 hit
09
Uses a before-after-framing style to debunk specific board claims.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Analogy1 hit
10
Uses a classic 'The Board's Defense' vs 'The Reality' contrast frame.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Analogy1 hit
11
This is a classic activist investor 'myth-busting' slide.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Elimination1 hit
12
Uses a 'Claim vs Counter Point' structure to systematically dismantle opposition arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Elimination1 hit
13
This is a classic 'Claim vs. Counter-Point' rebuttal slide used in proxy contests.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Elimination1 hit
14
Uses a side-by-side comparison format to frame the incumbent's claim as hyperbolic and contrast it with the proposed leadership's commitment.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Need1 hit
02
This is a text-heavy press release page focusing on a timeline of events to discredit the company's narrative.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a timeline to demonstrate that Kao's claim of an 'ongoing' review process was contradicted by their later admission that decisions were made before candidates were proposed.Kao Corporation (4452) · Oasis Management Company Ltd.
Press release Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
02
This is page 2 of a 3-page shareholder letter.Nintendo Co., Ltd. (7974) · Seth Fischer
Shareholder letter Activist investor Beat · Need1 hit
02
Press release format, includes disclaimer and contact info.Hokuetsu Corporation (3865) · Oasis Management
Press release Activist investor Beat · Need1 hit
04
Uses a contrast-pair structure to frame the problem.Real pitch deck: Adtech company Vibe raises $22.5 million Series A · Vibe
Pitch deck Strategy consulting Beat · ProblemLoop · Cost Of Inaction1 hit
04
This slide functions as a legal/regulatory petition argument, using evidence-based reasoning to refute the adequacy of current safety warnings.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication1 hit
05
Uses anecdotal evidence to support the claim of rising consumer confidence.Superfly agency pitch deck advises companies on returning to live events · Superfly
Pitch deck Strategy consulting Beat · NeedLoop · Cost Of Inaction1 hit
06
The slide uses a two-column layout to categorize operational safety measures.Superfly agency pitch deck advises companies on returning to live events · Superfly
Pitch deck Strategy consulting Beat · NeedLoop · Cost Of Inaction1 hit
07
The slide uses a 'Experience Design - Live' category header. It presents four distinct case studies/examples of safety-first event design.Superfly agency pitch deck advises companies on returning to live events · Superfly
Pitch deck Strategy consulting Beat · NeedLoop · Cost Of Inaction1 hit
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need1 hit