slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 2,971-3,000
Pages 10,128
Rows per page 30
Component
2,971-3,000 of 303,834
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
09
The slide uses a narrative-driven approach to frame the company's performance issues as a result of poor management and corporate mythology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context3 hits
27
Includes a bar chart showing the decline in domestic subscribers from 2001 to 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication3 hits
29
This slide appears to be part of a larger document (page 18) analyzing AOL's business segments and strategic failures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication3 hits
34
The slide uses the eBay partnership as a case study to illustrate the opportunity cost of outsourcing core capabilities.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment3 hits
62
The slide uses two tables to benchmark AOL's performance against peers, followed by qualitative analysis of why AOL underperformed.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps3 hits
80
This slide appears to be an appendix page from a Lazard presentation, likely detailing business segments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
06
The slide uses a map to visualize market density and a bar chart to demonstrate the company's dominant unit count relative to the top 10 operators.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
01
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor 3 hits
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
05
This is a continuation of a list of nominee bios, starting mid-sentence for Ms. Baker.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown3 hits
06
Page number 6 at the bottom.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown3 hits
02
This is page 2 of a press release document.The Walt Disney Company (DIS) · Nelson Peltz
Press release Activist investor 3 hits
18
The slide uses a 'before-after' style valuation chart to justify the activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds3 hits
01
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention3 hits
46
The slide highlights a discrepancy between the technical disclosure of patent expiration in 2012 and the more aggressive, defensive stance taken in analyst Q&A.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal3 hits
55
Uses a two-column layout to juxtapose the 'Situation' (Iger's comments) with the 'Reaction' (quotes from Charter CEO and an analyst).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction3 hits
10
This is a text-heavy shareholder letter page outlining the activist's proposed strategic changes.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain3 hits
50
The slide uses external analyst sentiment to frame Pfizer's acquisition strategy as flawed.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
80
The slide uses a split-layout to categorize assets into Film and TV franchises, utilizing logos as visual evidence of the library's depth.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
86
The slide uses red boxes to highlight key negative phrases in the analyst reports.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 3 hits
30
Uses a callout box to highlight the specific reduction in the Rule of 40 metric.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle3 hits
01
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 3 hits
15
The slide uses a visual split to contrast commodity-like industrial goods with high-tech GE assets.General Electric (GE) · Trian Partners
Activist deck Activist investor 3 hits
43
General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution3 hits
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction3 hits
01
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 3 hits
04
The slide uses a two-part structure: identifying the problem and proposing a solution, followed by a credibility-building callout box.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement3 hits
06
Uses a quote from the CEO to set up a 'The Company's Spin' vs 'The Reality' contrast.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction3 hits