slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 35,641-35,670
Pages 3,950
Rows per page 30
Component
35,641-35,670 of 118,471
05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In2 hits
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique2 hits
07
The slide uses comparative bar charts to highlight BP's underperformance relative to industry peers.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath2 hits
05
The slide uses a quote and data points to argue that BlackBerry QNX is a market leader with a significant moat due to its existing install base.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · EvidenceLoop · Aha Moment2 hits
08
Includes a diagram of the Blackberry IoT platform ecosystem.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · SetupLoop · Aha Moment2 hits
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal2 hits
06
This is the final page of a shareholder letter, serving as a sign-off.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The Victory2 hits
11
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 Inaction2 hits
04
This is a research note summarizing a specific investor presentation and the subsequent management response.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
06
The slide highlights a potential regulatory misalignment between Allied's valuation practices and SEC requirements.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
14
Includes footnotes 15 and 16 detailing valuation discrepancies and pari passu status.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
16
The slide uses a point-counterpoint structure to highlight a disagreement on accounting practices for distressed debt.Allied Capital (ALD) · David Einhorn
Research note Activist investor 2 hits
66
The slide uses a timeline to demonstrate the constructive nature of the activist campaign, culminating in a 41% outperformance of the S&P 500.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
90
The slide uses a checkmark/cross matrix to highlight the lack of consistency in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
02
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context2 hits
16
Includes detailed financial table for 2012-2015 and LTM June 30, 2015.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps2 hits
21
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps2 hits
23
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps2 hits
26
Financial data shows consistent losses in EBITDA and Net Income over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps2 hits
29
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps2 hits
01
This is the first page of a shareholder letter from Starboard Value to Autodesk.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & Context2 hits
02
The slide uses analyst quotes to validate the activist's thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & Proof2 hits
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits
02
The slide uses anonymous employee testimonials to build a case against the CEO's leadership and strategic focus.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 2 hits
04
Uses Glassdoor reviews to frame board diversity as a root cause of cultural issues.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 2 hits
06
This is the final page of a shareholder letter, serving as a sign-off.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 2 hits
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pattern Hunter2 hits
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
04
Includes red annotations circling phone numbers and drawing a connection between two contact blocks.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits