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8,881-8,910 of 96,741
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The slide uses a combination of bulleted text and a bar chart to demonstrate the deterioration of the deal's performance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction2 hits
01
Includes specific mention of 8.6% ownership, $8.5B AUM, and 281 directors placed.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Attention2 hits
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Action2 hits
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 2 hits
25
The slide uses a pun on 'Notorious B.I.G.' to describe the portfolio of 'Below Investment Grade' assets.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 2 hits
61
The slide uses arrows to visually connect the three trend charts to the final DCF value.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 2 hits
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory2 hits
71
The slide uses a forensic accounting approach to identify a discrepancy between itemized CapEx and total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal2 hits
109
The slide uses a 'follow the money' heuristic to challenge the company's reported earnings.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal2 hits
46
The slide uses a bridge/waterfall structure to explain the valuation gap between accounting measures and market capitalization.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
48
The slide highlights the distinction between proved reserves (845 MMBOE) and recoverable resource potential (10.2 BBOE).Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
14
The slide uses a dashed arrow to visually connect the Rural Land total to the main takeaway box.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter2 hits
15
The slide uses a specific calculation to derive value per acre sold based on retained earnings and dividends.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter2 hits
56
The slide uses a primary source document to validate a specific transaction volume and price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
57
The slide uses a legal document (Special Warranty Deed) as a primary source to validate a specific transaction and price point.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
93
The slide uses a legal document (Special Warranty Deed) as primary evidence to substantiate a specific transaction claim.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
94
The slide uses a primary source document (Special Warranty Deed) to substantiate a specific transaction claim.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
111
The slide uses a screenshot of a legal document to establish a comparable sale price.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
123
The slide uses question marks to emphasize the lack of impairment recognition.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 2 hits
02
This is an activist investor slide framing the problem for the board and management.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
12
The slide uses a contrast-pairs approach to frame the problem of market stagnation in art relative to broader luxury goods.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
27
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
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Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
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Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
30
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 2 hits
03
The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
31
The chart uses a gradient background and a specific callout for the 2021 YTD performance.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution2 hits