Matching slides 79,264
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63,811-63,840 of 79,264

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The slide uses a UI metaphor of a Peloton workout screen to present business highlights.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
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The slide uses a Peloton UI aesthetic to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
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The slide uses a Peloton exercise bike interface as a thematic background for financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a Peloton UI overlay to frame the investment narrative.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton workout interface as a visual metaphor for the business model analysis.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a fitness-themed UI overlay (leaderboard, speed, cadence, etc.) to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present the benchmarking data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
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Includes a leaderboard sidebar and exercise-themed dashboard UI elements.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
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Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
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The slide uses a Peloton-themed UI overlay (leaderboard and workout stats) as a stylistic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
24
The slide uses a Peloton-style workout interface as a background graphic, which is irrelevant to the financial content.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
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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
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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
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The slide uses a Peloton workout interface as a thematic background.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
04
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
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Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.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
04
This slide is from a Third Point presentation regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)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
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The chart uses a normalized index (100%) starting point to compare relative performance.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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
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Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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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
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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