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Problem Agitate Solution Problem Identify Pain
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2,011-2,040 of 3,748
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Uses a quote from the CEO to highlight the gap between stated intent and actual performance.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
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The chart uses a contrasting color (yellow) for the underperforming subject (CN) compared to the blue bars of the peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a before-and-after comparison to highlight performance degradation.Canadian National Railway (CNI) · Sir Christopher Hohn
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The chart uses a contrast-color strategy (yellow for CN, blue for others) to isolate the subject company.Canadian National Railway (CNI) · Sir Christopher Hohn
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The chart highlights CN's underperformance relative to peers in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
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The table highlights CN's row in yellow to emphasize its negative performance relative to peers.Canadian National Railway (CNI) · Sir Christopher Hohn
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The chart uses a color-coded bar (yellow for CN, blue for peers) to emphasize the outlier status of the subject company.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
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The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
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The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
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The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
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The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
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The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
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The slide establishes the 'why' behind the activism, focusing on long-term ownership and fiduciary responsibility.The Timken Company (TKR) · CalSTRS
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Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
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Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
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Includes a specific valuation bridge/table showing potential stock price doubling.Union Pacific Corporation (UNP) · Eric Mandelblatt
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The slide uses a 'social proof' strategy by aggregating positive analyst sentiment to validate the 'crown jewel' thesis.Union Pacific Corporation (UNP) · Eric Mandelblatt
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The slide uses a 'list of quotes' to set up a future contradiction between management's claims and actual performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
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The table highlights UNP's consistent 'WORST' ranking across all categories.Union Pacific Corporation (UNP) · Eric Mandelblatt
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The chart uses a smoothed line representation of annual data points.Union Pacific Corporation (UNP) · Eric Mandelblatt
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The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
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The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
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The chart uses a red dashed box to emphasize UNP's poor performance relative to peers.Union Pacific Corporation (UNP) · Eric Mandelblatt
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Includes financial metrics and a brief business description.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The chart highlights the significant underperformance of Viacom compared to CBS and the S&P 500 over the specified period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The chart uses a dual-line format to contrast the sharp decline of Viacom (-46.9%) against the relatively flat performance of the S&P 500 (-1.2%).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit