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5,881-5,910 of 18,554
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Uses a direct quote to undermine the credibility of the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
21
The slide uses a quote from UBS to validate the activist's critique of the acquisition strategy.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
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Uses a visual metaphor of a kitchen fire to represent operational issues.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
27
Uses a Benjamin Franklin quote to emphasize the failure of the board to plan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
29
The slide uses a pull-quote format to leverage third-party authority to validate the activist's thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle2 hits
83
Includes a visual metaphor of a dinosaur (raptor) to represent Epic.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
86
The slide uses a quote to frame Epic as a 'villain' or obstacle to modern healthcare interoperability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
87
The slide uses a visual metaphor of a dinosaur-shaped cloud to represent the legacy system (Epic) moving to the cloud.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
30
The slide uses a direct quote from a financial filing to support a claim about how internal credit ratings impact balance sheet reserves.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 2 hits
63
The slide uses a quote to imply accounting impropriety or 'dis-engineering' at AGO.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 2 hits
28
The cartoon serves as a visual metaphor for the risks/rewards of crop science research.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle2 hits
30
The cartoon serves as a visual metaphor for 'barriers to entry' (the dead crows vs. the scarecrow).Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle2 hits
60
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 2 hits
24
The slide uses a quote from a 2009 report to contrast with the author's analysis of the company's history.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle2 hits
30
The slide uses a quote to establish industry trends and strategic focus.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle2 hits
33
The slide uses a treasure chest metaphor to illustrate the 'value' of deepwater drilling.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle2 hits
34
Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle2 hits
45
The slide uses a quote from an earnings release to frame a narrative that the author intends to challenge or contextualize.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory2 hits
49
The slide uses a screenshot of a CNBC interview to establish authority.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory2 hits
51
The title is a reference to the game show Wheel of Fortune.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory2 hits
18
The slide uses a quote to illustrate the behavior of oil drillers as gamblers.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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The slide uses a cartoon as a rhetorical device to mock the target company's valuation methodology.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade2 hits
70
The cartoon features a sign with 'FF', likely a play on 'Fracking' or 'Failure'.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & ProofLoop · Quick Win Big Bet2 hits
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
16
Uses a quote from the Swiss Code of Best Practice to establish a baseline expectation for board composition.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
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 Achievement2 hits
11
The slide contains a visual quote block and a redundant text block below it with a source citation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate2 hits
36
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
51
The slide uses a quote to frame the necessity of a specific commodity.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits
26
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 2 hits