anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

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

Search Insights JSON Unlock
Matching slides 110,355
Current window 71,221-71,250
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

71,221-71,250 of 110,355

filter-aware
31
The slide uses a narrative structure to link a specific individual's past regulatory/legal issues to their current role as an independent director.Sarissa Capital | Activist Presentation Deck | 41 slides · Sarissa Capital
Activist deck Activist investor Beat · The Victory1 hit
33
Uses a famous quote about insanity to critique the board's decision to keep the CEO.Sarissa Capital | Activist Presentation Deck | 41 slides · Sarissa Capital
Activist deck Activist investor Beat · The Victory1 hit
35
The slide uses a 'villain' framing by linking the nominee to the incumbent management team.Sarissa Capital | Activist Presentation Deck | 41 slides · Sarissa Capital
Activist deck Activist investor Beat · The Victory1 hit
02
Slide 2 of an activist deck by Sarissa Capital.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor 1 hit
04
The slide uses a waterfall-style bridge to visualize the components of value (Net Cash, Commercial Franchise, Royalties, Manufacturing, Prudent R&D Spend) that contribute to the 'optimal' valuation.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses a visual bridge to emphasize the delta between the two indices.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
12
The slide uses a visual gap analysis to emphasize the underperformance of ALKS relative to its peers.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
13
The chart uses a visual bridge to emphasize the performance delta between the indices and ALKS.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
14
Uses a visual metaphor (roller coaster) to imply volatility and cyclical failure.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
15
Uses a dual-chart layout to highlight the divergence between operational success and market valuation.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
16
Uses visual framing (dashed boxes) to contrast revenue scale vs loss scale.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
18
Uses a vivid analogy to frame capital allocation as wasteful.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
19
Uses a visual metaphor of predator/prey to emphasize the disparity between expenses and revenue.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
24
The table highlights the financial dependency on specific royalty streams and their respective patent cliffs.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses a cartoon illustration to emphasize the 'easy money' narrative.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide argues that royalty revenue is essentially pure profit, contrasting it with the company's overall spending.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
Sarissa Capital | Activist Presentation Deck | 95 slidesSarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The chart uses a red arrow to visually emphasize the growth trend.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
The slide uses a callout to explain why the S&M percentage is calculated against commercial revenues rather than total revenues.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a map-based visual to represent the scale of the target population relative to the company's reach.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
31
The chart uses red arrows to emphasize the valuation gap between Alkermes and larger peers.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
33
Uses red underlining to highlight key phrases in quotes; uses a callout box to synthesize the contradiction.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
34
The slide uses a contrast between the physical assets (facilities) and the implied poor performance/uncertainty of the manufacturing business unit.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
35
Uses a two-column layout to present evidence of operational failure.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
36
The slide uses a red dashed box to highlight the stagnation of revenue levels over the 5-year period.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a seesaw visual metaphor to illustrate the imbalance between costs and revenue.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
The slide uses a cartoon of Einstein to sarcastically frame the company's R&D strategy as incompetent.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The chart uses a stacked bar format where the bottom segment represents R&D and the top represents the remainder of revenue, with percentages labeled.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
The slide uses a callout bracket to summarize total spend, framing the investment as a negative outcome for shareholders.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a callout box to interpret the press release text.Sarissa Capital | Activist Presentation Deck | 95 slides · Sarissa Capital
Activist deck Activist investor Beat · Expose Contradiction1 hit