slides · global inventory
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Matching slides 118,471
Current window 32,101-32,130
Pages 3,950
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32,101-32,130 of 118,471
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate2 hits
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate2 hits
06
This is a text-heavy page from a shareholder letter, likely part of a larger argument regarding management performance.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 2 hits
45
Includes a comparative table of refinery utilization and EBITDA per barrel, plus a case study of the Valero/CST spin-off.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
02
Includes a callout circle on the line chart highlighting the divergence in opex/bbl.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Complication2 hits
04
Includes footnotes regarding methodology for capex and peer comparison.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
06
The slide uses a peer benchmark to justify a demand for management changes and asset monetization.Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
01
This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context2 hits
03
Includes two charts: Analog/Mixed Signal Revenue and 2023 GAAP EBIT Margins.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication2 hits
04
The slide combines a competitive manufacturing capacity chart with a critical narrative regarding shareholder underperformance.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication2 hits
05
The slide uses a combination of a performance table and a bar chart to illustrate the correlation between increased capex and declining shareholder returns.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication2 hits
08
The slide emphasizes TI's long-term performance and consistent focus on free cash flow per share as the primary metric for shareholder value.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
10
The slide uses a historical precedent to justify a capital allocation philosophy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
11
This is a page from a shareholder letter advocating for a change in capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
04
The slide uses quantitative evidence (NAV per share, stock price increases) to argue that the current offer price is insufficient.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction2 hits
05
This is a formal legal/corporate correspondence document.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask2 hits
05
This is a standard 'About Us' disclosure page often found at the end of an activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor 2 hits
01
This is the first page of an activist investor letter.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · AttentionLoop · Logic Chain2 hits
35
Includes a screenshot of Google AdWords interface with specific Patch URLs circled.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
50
The slide uses a rhetorical question to expose a contradiction in the company's strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
54
The slide uses an external consultant's findings to validate the activist's argument regarding executive compensation.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
03
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 · Problem2 hits
04
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 · Problem2 hits
40
Uses a red box highlight to draw attention to the EBITDA comparison between the two companies.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
04
This slide serves as the core 'villain critique' and 'problem statement' for the activist campaign.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement2 hits
32
The slide highlights the discrepancy between the large market opportunity and the lack of revenue generated by Invensas to date.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown2 hits
46
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
67
Uses rhetorical questioning to highlight the absurdity of the board's stated criteria.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 2 hits
78
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 2 hits