slides · global inventory
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Matching slides 96,741
Current window 80,911-80,940
Pages 3,225
Rows per page 30
Component
80,911-80,940 of 96,741
01
This is the first page of a formal letter.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor 1 hit
02
This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
03
This is a page from a shareholder letter by Bluebell Capital Partners, using a numbered list format to highlight management failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
This is a page from an activist investor letter (Bluebell Capital Partners) critiquing BP's governance and financial credibility.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In1 hit
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
07
The slide uses comparative bar charts to highlight BP's underperformance relative to industry peers.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
10
The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
20
The slide highlights a discrepancy between Allied's stated valuation methods and Greenlight's assessment of appropriate GAAP-compliant accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
21
This is a page from a research note (likely a short-seller report) detailing accounting and valuation concerns.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
22
This is a page from a research note by Greenlight Capital regarding Allied Capital (ALD).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
23
This is a page from a research note by Greenlight Capital, likely part of their short thesis on Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
24
This is a page from a research note by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
25
The slide uses a narrative structure to expose a potential contradiction between the auditor's previous assurances and the company's explanation for their absence in 2001.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
26
The slide uses a direct investigation of AICPA audit guides to debunk a specific claim made by Allied's CEO and Merrill Lynch.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
27
This slide is a text-heavy research note page, likely from a short-seller report by Greenlight Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
04
The slide uses a bulleted list structure to present qualitative arguments for activism followed by quantitative performance metrics.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
05
The slide serves as a foundational narrative for the activist strategy, citing specific historical performance metrics and investment examples.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
06
The slide outlines the investment philosophy of Icahn Enterprises, emphasizing the use of activist pressure to force M&A activity among cash-rich, underperforming companies.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
12
The slide uses a process-flow style layout to describe the activist investment lifecycle.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
19
Includes operational data on crude throughput and production mix.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
20
Includes a map of the US showing sales volume by state and rail distribution network.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The table provides a breakdown of valuation components for IEP, showing a decline in Indicative Net Asset Value from $10.1B to $7.9B over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
This is a formal letter of correspondence acting as a shareholder communication.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from a shareholder letter by TCI Fund Management regarding Wirecard.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Contains signatures of Sir Chris Hohn and Max Schroeder.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
20
The slide uses a 2x4 grid to present a chronological narrative of failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a quote from a Barclays analyst to validate the critique of the company's strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit