slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 6,871-6,900
Pages 2,643
Rows per page 30
Component
6,871-6,900 of 79,264
11
The slide uses a decision-tree style diagram to illustrate two distinct paths to a target financial outcome.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising SuccessLoop · Quick Win Big Bet4 hits
57
The slide uses red boxes and arrows to highlight the reduction in store counts across Ontario, Quebec, and Atlantic regions.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
80
Uses a 'red flag' icon to signal a warning or investigative finding.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
24
Uses red boxes to highlight the contradiction between marketing claims and actual performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap4 hits
25
The slide uses a central column to bridge the historical results of the Small Business transformation to the expected outcomes for the larger market segments.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps4 hits
112
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 4 hits
113
The slide uses ratios to illustrate the 'share of conversation' gap.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 4 hits
04
Uses a flow diagram to illustrate the distribution of funds, highlighting the discrepancy between corporate claims and actual environmental impact.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment4 hits
32
Part of an activist investor deck by Trian Partners.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg4 hits
43
Uses a red dashed box to highlight a conflict of interest regarding the Lead Independent Director.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction4 hits
04
This slide serves as a corporate profile/credibility statement for the activist investor.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 4 hits
46
Uses a simple multiplication bridge to derive a $7B+ valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 4 hits
60
Includes a map showing global operating facilities and subcontractors, plus key metrics on staff, trials, and therapeutic areas.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet4 hits
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire4 hits
32
The table tracks responses regarding 'Forcible Transfer' and 'Sex Trafficking' policies.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps4 hits
141
The slide uses a visual mapping of P&L line items to demonstrate that 'Recruiting Profit' is a significant portion of the business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain4 hits
327
The slide uses a simple multiplication framework to derive a total loss figure, while noting that this is a conservative estimate.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 4 hits
06
Includes a map visualization of US and European data center locations.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 4 hits
155
Uses a comparative bar chart to show current vs. target performance and a process-oriented action list.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 4 hits
39
The slide uses a 'CYA' (Cover Your Assets) framing to imply the company is preemptively disclosing risks to mitigate liability.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 4 hits
70
The slide uses a funnel-like progression (223 -> 32 -> 5) to demonstrate the thoroughness of the search process.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
32
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction4 hits
11
The slide uses a 'Rule of 50' framework (Growth % + Margin %) to argue for operational improvements.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach4 hits
12
The chart uses a broken y-axis to accommodate the massive scale of Samsung Electronics relative to other entities.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 4 hits
30
Uses a callout box to highlight the specific reduction in the Rule of 40 metric.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle4 hits
58
Uses testimonials to support the thesis of poor leadership and high turnover.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory4 hits
40
The slide uses a logo grid to illustrate the historical prevalence and subsequent decline of DLC structures.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
33
Includes cartoonish euro bill illustrations.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 4 hits
03
The slide uses a historical context to set up a turnaround narrative.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem4 hits