slides · global inventory
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Matching slides 96,741
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721-750 of 96,741
206
Includes a bar chart comparing alcohol sales percentages across competitors and Olive Garden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 4 hits
211
The slide uses a photo of an Olive Garden exterior overlaid with callout boxes suggesting specific sub-concepts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 4 hits
03
The slide uses a 'proponent argument' followed by 'Bluebell Capital Partners response' structure throughout.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 4 hits
24
The slide uses callouts to point to specific rows in the tables, questioning management's discretion in expense classification.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
18
The slide uses a comparison table to highlight operational and accounting differences, specifically calling out 'Aggressive' revenue recognition in the short course segment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown4 hits
24
Uses a combination of a bar chart and a table to highlight the discrepancy between reported explanations and financial metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence4 hits
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment4 hits
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment4 hits
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 4 hits
20
The slide uses red boxes and arrows to draw attention to the increasing volume of vacant property sales and the associated financial losses.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate4 hits
29
The slide uses red boxes and callout notes to point out inconsistencies in iRobot's investor presentation materials.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction4 hits
41
Uses red dashed boxes and arrows to highlight the manipulation of EBITDA targets and weighting.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction4 hits
12
Uses a vertical dashed line to demarcate the event of the 13D filing.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction4 hits
45
Uses a deductive logic flow to break down company guidance and isolate the impact of cost savings versus revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
07
The slide uses red bars to highlight the contradiction between management's claims of inventory buildup and the actual drop in imports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster4 hits
13
Uses a 'before-after' style contradiction to highlight inconsistent reporting standards.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 4 hits
17
Uses red callout boxes to highlight specific underperformance percentages and a green callout for activist intervention timing.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
80
The slide uses a waterfall-style logic to bridge the total synergy value into two distinct buckets (marketed vs pipeline).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
04
The slide uses a three-part structure: support for the deal, rationale for value creation, and a direct attack on the opposing activist (Luxor).Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup4 hits
19
Uses a simple additive logic flow to represent the investment thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach4 hits
19
Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach4 hits
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory4 hits
161
The slide explicitly addresses and preempts the rebuttal that the plan involves firing personnel.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 4 hits
20
The slide highlights a significant discrepancy between analyst estimates and historical industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 4 hits
05
The slide uses a before-after comparison of financial metrics to explain stock performance.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In4 hits
21
The slide uses a map to visualize the geographic concentration of Kao's brands in Asia, contrasting it with the global footprint of competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
11
Includes a visual transition diagram showing a shift from current to 'a better Kao' compensation structure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
32
The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
60
Uses a waterfall chart to show the gap to the $1B target and a bar chart to compare scale against peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory4 hits
22
Uses a three-part structure to frame management's strategic failures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Need4 hits