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Problem Agitate Solution Problem Identify Pain
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1,741-1,770 of 3,748
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The slide uses a combination of a line chart for valuation erosion and bar charts for relative performance benchmarking.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
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The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
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This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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This is the first page of an activist investor open letter.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
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This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
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The slide uses a peer PNAV multiple analysis to argue for undervaluation and includes a narrative summary of investor sentiment.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a formal shareholder letter serving as an executive summary for an accompanying presentation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
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Uses a before-after framing to highlight a valuation disconnect.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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Includes detailed footnotes regarding accounting adjustments for turnaround expenses and pro-rata MLP EBITDA.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a 'preempt_rebuttal' style to explain why the headline consolidated multiple is misleading.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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Uses a split-screen comparison to highlight the accounting distortion of including 100% of MPLX debt/cap in the MPC valuation.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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This is a page from an activist investor letter (Elliott Management) criticizing Phillips 66 governance.Phillips 66 (PSX) · Elliott Investment Management
Shareholder letter Activist investor Beat · ProblemLoop · The Reveal1 hit
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Includes a direct quote from a Cowen analyst regarding the failure of the 2019 AdvantEdge66 program.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a strong visual callout to emphasize the primary recommendation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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Slide 3 of the deck.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a grid layout to list six categories of professional advisors engaged by the activist.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
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Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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Uses quotes from former CEO Gary Heminger to demonstrate management's previous resistance to activist demands.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
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The slide uses a 'villain' narrative (prior management) vs 'hero' outcome (value creation via contracts).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
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Uses a 'before vs after' structure to frame the Elliott intervention as a catalyst for positive change.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
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This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a classic activist 'case for change' slide, outlining the specific grievances against the board and management.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
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This is a classic activist deck slide framing the incumbent board as obstructionist and the new nominees as the solution.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
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DSP Group, Inc. (DSPG)DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a comparison table to frame the 'villain' (underperformance) and proposes a solution (separation of Classifieds).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit