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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
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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
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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
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Includes a performance comparison table across multiple time horizons.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a combination of bar and line charts to illustrate the widening gap between the company and its peers.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a 'before-after' style comparison of targets vs actuals to frame the company's failure to deliver.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
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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
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The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a 'before' snapshot to set up a future turnaround narrative.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Problem1 hit
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Uses a before-after bridge to visualize the reclassification of EBITDA components.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · Problem1 hit
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Uses a before-after-bridge framework to contrast historical problems with current successes.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
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This is a classic activist investor critique of corporate-owned assets vs. franchised assets.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a bar chart to highlight the performance gap between company-operated stores and franchised stores.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Pershing Square | Activist Presentation Deck | 58 slidesPershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is an introductory slide setting the stage for an activist campaign.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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Third Point Management | Activist Presentation Deck | 13 slidesThird Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a pie chart to illustrate the sum-of-the-parts valuation, highlighting that the 'Core Yahoo' business is only a fraction of the total value.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
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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
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit