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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 65,191-65,220
Pages 2,643
Rows per page 30
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18 30 60

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65,191-65,220 of 79,264

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18
The slide uses a 'before-after' style valuation chart to justify the activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
26
This is a social media advertisement (LinkedIn) for the Streamline 66 campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
27
This is a social media ad creative (likely LinkedIn) used for an activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
28
This is a screenshot of a promoted social media post (likely LinkedIn) by an activist investor (Elliott).Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
03
This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
Uses a before-after comparison of revenue and operating income to highlight the divergence in performance.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
This is a text-heavy page from a shareholder letter, likely an activist investor proposal.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
01
Slide 1
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
04
Includes a dual-axis chart showing historical investment value and percentage of AUM.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
09
Includes a specific valuation bridge/table showing potential stock price doubling.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
12
The table highlights UNP's consistent 'WORST' ranking across all categories.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
13
The chart uses a smoothed line representation of annual data points.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
14
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
15
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
16
The chart uses a red dashed box to emphasize UNP's poor performance relative to peers.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
17
The chart uses 2014 as the base year (indexed to 100). UNP is visually emphasized with a thicker, darker line.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a 'worst' framing to call out UNP's poor relative performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a narrative structure to contrast leadership performance, specifically isolating Jim Vena's tenure as a period of improvement.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
20
Uses a 'Promise vs Result' table structure to build a case for management incompetence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a timeline-based annotation approach to highlight the gap between management promises and actual guidance revisions.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
23
The slide uses a 'Significantly BELOW' callout column to emphasize the gap between guidance and reality.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
24
The slide uses a bar chart to contrast UNP's CEO bonus payout percentages against a peer average, highlighting a persistent gap.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
25
The slide uses a bar chart to highlight UNP's position at the extreme end of the distribution for all three metrics.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
26
The slide uses a combination of qualitative quotes and a quantitative bar chart to build a case against management's operational competence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit