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The timeline is structured to show a pattern of avoidance and delay by Comtech management.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
97
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
98
Uses a table structure to highlight the evolution of Comtech's claims, culminating in a 'scrivener's error' defense.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
02
The slide uses a mix of icons and text to highlight industry failures like low quality, low margins, and environmental impact.Oxwash Pitch Deck · oxwash-pitch-deck
Pitch deck Investor relations Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide uses bolding to emphasize key valuation figures and governance criticisms.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Problem1 hit
08
The chart highlights a significant valuation gap between the independent assessment and the proposed offer.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · ProblemLoop · The Reveal1 hit
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Problem1 hit
13
The slide uses a side-by-side table comparison to highlight the valuation gap between the two entities involved in the merger.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
14
The chart shows a stacked area production profile where the growth segments (Leviathan 1B and Aphrodite) are far in the future.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
15
Uses a 4-point numbered list structure to systematically dismantle the deal's legitimacy.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a 'villain' framing by attributing underperformance to specific management failures.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses peer benchmarking to highlight inefficiency in staff costs and administrative expenses.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
The chart uses a combination of bar charts for financial flows and bubble/circle markers for headcount and compensation data.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
01
Paper Pitch DeckPaper Pitch Deck · paper-pitch-deck
Pitch deck Investor relations Beat · Setup1 hit
15
Paper Pitch DeckPaper Pitch Deck · paper-pitch-deck
Pitch deck Investor relations 1 hit
10
Uses a dark mode aesthetic with high-contrast pink/blue illustrations.Parsec Pitch Deck · parsec-pitch-deck
Pitch deck Investor relations Beat · Why NowLoop · Why Now1 hit
15
This slide outlines a specific behavioral expectation for employees at Patreon.Patreon culture code · patreon-culture-code
Deck Investor relations Beat · Satisfaction1 hit
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Patreon culture codePatreon culture code · patreon-culture-code
Deck Investor relations Beat · Satisfaction1 hit
08
The slide explicitly states the graph is a sample and does not represent actual PayMongo numbers.PayMongo seriesA investment memo · paymongo-seriesa-investment-memo
Document Independent analyst Beat · TractionLoop · Cost Of Inaction1 hit
17
Includes a footnote regarding MobileWallet Clearing Fees.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Beat · FinancialsLoop · Why Now1 hit
20
This is the famous Confinity (PayPal) business plan slide detailing growth and unit economics assumptions.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Beat · FinancialsLoop · Why Now1 hit
01
Perella Weinberg Oaktree Presentation Dec 2018Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor 1 hit
05
The slide uses a specific 'Oslo Methodology' to adjust for net accrued incentives and NAV of corporate investments.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · ProblemLoop · Benchmark Gap1 hit
06
Includes adjustments for Net Accrued Incentives and 75% of NAV of Corporate Investments.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · Market SizeLoop · Benchmark Gap1 hit
07
The chart illustrates how different look-back periods (2/3-year vs 3-year) and earnings components (IC vs IP) impact implied share prices compared to actual yearly average prices.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · Market Size1 hit
09
Includes two line charts showing 'Incentives Created' vs 'Incentives Paid' for both proposals over years 2021-2025.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · Market Size1 hit
15
Includes sensitivity analysis for Berlin price CAGR ranging from -5% to 15% across multiple time horizons and valuation methodologies.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · Team1 hit
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Perella Weinberg Oaktree Presentation Dec 2018Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · Team1 hit
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Includes statistical benchmarks (25th, 50th, 75th percentiles) and trailing averages.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · FinancialsLoop · Hypothesis Test1 hit
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Includes disclaimer about preliminary draft and source attribution.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · FinancialsLoop · Hypothesis Test1 hit