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Problem Agitate Solution Problem Identify Pain
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1,981-2,010 of 3,748
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This is the final page of a letter, likely part of an activist campaign deck.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This is the first page of a formal letter from an activist investor.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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The slide uses testimonials from 'Top 10 Active Shareholders' to build a case for leadership change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a series of testimonials to build a case for leadership succession.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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The slide uses external validation (employee sentiment) to build a case for leadership change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This is a text-heavy slide outlining an activist investor's strategic demands.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This is a formal letter signed by John Pike and Bobby Xu.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This is a standard 'About Us' slide for an activist investor deck, establishing credibility and scale.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a four-column layout to categorize research methodologies.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Includes a bar chart comparing market share and a map of U.S. airport presence.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This slide establishes the historical context and 'hero' status of the company before pivoting to the activist's critique.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Uses a before-after framing to highlight the decline in market perception.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The chart highlights a massive negative performance gap, with specific underperformance percentages cited for Valero and Marathon.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a torn-paper visual effect to frame the company's original slide, contrasting it with a rebuttal callout box.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The chart is presented as a torn-paper cutout to emphasize it is an excerpt from the company's own report.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses the 'ceo-quote-contradiction' framework to set up a contrast between management's self-assessment and the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a classic A/B choice framing to polarize the decision.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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This is a formal activist investor letter (Exhibit 99.2).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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This is page 2 of a shareholder letter. It establishes credibility by detailing Elliott's research process and historical investment experience.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit