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Matching slides 110,539
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5,251-5,280 of 110,539
33
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Satisfaction5 hits
79
Slide 79 of an activist investor deck, detailing post-mortem analysis of exited positions.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action5 hits
45
The slide uses a list of bullet points to systematically debunk specific assumptions made in Arconic's investor presentation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction5 hits
62
Uses a vertical timeline-style list to categorize performance failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 5 hits
73
Uses a vertical list/timeline-style visual to categorize failures by business unit.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 5 hits
89
Uses a vertical timeline-style list to categorize failures by business unit.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 5 hits
118
Uses a vertical timeline/process visual to list failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 5 hits
261
Includes a watermark of a hand holding money, reinforcing the 'vote buying' theme.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 5 hits
04
The slide frames the current situation as a 'cumulative damage' to shareholders and proposes a specific strategic exit (auction) as the solution.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction5 hits
23
Bank of East Asia, Limited (0023.HK)Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After5 hits
38
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 5 hits
11
Includes a sensitivity table mapping 2014E Run-Rate Opex Decrease against 2015E P/E multiples to show stock price appreciation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Golden Circle5 hits
05
This slide outlines the core activist thesis for Samsung Electronics, focusing on structural and capital allocation changes.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain5 hits
02
This is a continuation of a list of questions (starts at item 2, sub-item 2).Unizo Holdings Company (3258.T) · Elliott Advisors
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction5 hits
34
Uses a 'preempt_rebuttal' structure to address a specific counter-argument against the activist's proposal.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)5 hits
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Problem Statement5 hits
183
The slide uses a CEO quote to establish a baseline expectation that the company later failed to meet, serving as a classic 'expose contradiction' activist tactic.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 5 hits
206
This is a standard 'constructive engagement' slide used by activists to preempt accusations of hostility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 5 hits
05
The slide establishes credibility by detailing the depth of research and external expert engagement.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 5 hits
63
The slide uses a timeline diagram to frame the narrative of value creation through activist intervention.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment5 hits
46
Uses a classic activist 'expose contradiction' structure, contrasting company claims (continuity/experience) with specific historical failures (Red Lobster/Smokey Bones, related party transactions).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Struggle5 hits
90
The slide uses a list of five critical pain points to justify the need for operational change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory5 hits
108
Includes a specific example of chicken weight tolerance and a photo of a branded Red Lobster bag as a 'Cadillac' example of over-specification.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory5 hits
181
The slide uses a 'L.I.V.E.' mnemonic to summarize the success factors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 5 hits
191
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 5 hits
218
Includes a disclaimer at the bottom and references a previous 'Real Estate Primer' document.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 5 hits
238
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 5 hits
257
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 5 hits
282
This slide details the mechanics of a proposed corporate restructuring (spinoff) as part of an activist campaign.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 5 hits
53
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor 5 hits