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Matching slides 110,355
Current window 36,391-36,420
Pages 3,679
Rows per page 30
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36,391-36,420 of 110,355

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The slide uses a cartoon as a metaphor for the company's need to 'spend more time on the Peloton'.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
27
The slide uses a 'Peloton-style' UI overlay to frame a cartoon, likely used as a humorous transition or icebreaker.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
28
The slide includes a screenshot of a Peloton investor presentation slide, which itself contains a bar chart and a leaderboard UI element.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
29
The slide uses a Peloton workout interface as a thematic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
30
The slide includes a screenshot of a Peloton interface and a cartoon from CartoonStock.com.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
02
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
03
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
04
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
05
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
06
Uses a process diagram to show the impact of shareholder pressure on corporate governance and strategy.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
07
Uses a structured list format to categorize misrepresentations into False statements, Disingenuous criticism, and Misleading quotations.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
08
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
10
The slide uses a Bloomberg terminal screenshot to provide objective, third-party data to undermine the board's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
11
The slide highlights the growth of the target market for Sotheby's, framing it as a structural tailwind.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
12
The slide uses a contrast-pairs approach to frame the problem of market stagnation in art relative to broader luxury goods.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
13
Uses a dual-axis chart and a stacked bar chart to illustrate the divergence between total sales and core art sales.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
14
Uses red circles and arrows to highlight the delta between 2007 and 2013 for both revenue and expenses.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
15
Uses visual metaphor (The Scream) to ridicule management's narrative.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
16
Uses a structured list format to categorize activist grievances.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Includes a visual metaphor of pills to represent the 'poison pill' defense.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
24
This is an activist investor slide from Third Point LLC, proposing strategic shifts to the company.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The table compares current market valuation against intrinsic, tax-efficient, and mid-term scenarios.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
Uses bubble sizes to visually represent the scale of the consumer base.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit