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93
The chart compares two metrics (Backlog vs Unfunded Losses) over time to demonstrate risk reduction.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
101
The chart uses color-coding to distinguish between six different industry sub-sectors.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
109
The chart uses color-coding to distinguish between different industry segments (EPCM, Construction, Specialty EPCM, Specialty Contractors, Natural Gas EPC, Government Solutions & Services).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
24
Uses a custom legend for specific expertise types (diamonds, triangles, plus signs, squares).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
03
The slide uses a line chart with an added arrow annotation to emphasize the downward trend.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
09
The chart highlights the specific decline of the coal segment (blue) over time.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
09
The slide uses two pie charts to compare revenue and EBIT distribution between Reservoir Description and Production Enhancement.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
56
The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
63
The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
28
The slide uses a dual-line chart with overlaid bar markers to contrast company-reported data with external estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
65
The chart uses a cost-curve format (often called a 'waterfall' or 'area' chart in this context) to rank assets by breakeven price.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
31
The slide uses a simple sensitivity analysis table to derive a valuation range based on price per acre.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
73
The map uses color-coding to distinguish between sold lots (pink), unsold properties (green), and houses (yellow squares).The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
91
The map uses color-coding to distinguish between sold and unsold properties, with red squares indicating built houses.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
43
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
06
The slide uses a logo grid to establish credibility through past and present investments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
33
Uses a bar-grouped chart to compare specific financial line items between Disney (FY 2022) and Netflix (LTM Sept-22).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
30
The slide serves as a firm profile and track record summary.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
05
Includes a disclaimer regarding the selection criteria for the displayed portfolio companies.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
17
The chart highlights Ferguson's performance relative to competitors in Specialty, Broadline Industrial MRO, and Home Improvement Retail sectors.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The chart uses a waterfall-style layout to show positive vs negative margin changes, with company logos as x-axis labels.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
The chart highlights Ferguson in red to contrast its performance against peers, suggesting an opportunity for improvement.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
28
The chart uses indexed values starting at 1.00 in 2004. The CAGR labels emphasize the divergence in growth rates.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
15
The slide uses a gap analysis between GDP contribution and AUM penetration to argue for future growth in emerging markets.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
38
The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
58
The slide uses a timeline-based grid to highlight the stagnation in new brand development.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
69
The slide uses a bar chart to highlight the digital presence gap between P&G and its competitors.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
90
Includes a legend for the blue triangle icon indicating board representation.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
07
The chart includes an annotation arrow indicating that 'Expensive stocks went up the most'.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit