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Quote

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

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Matching slides 10,645
Current window 8,881-8,910
Pages 355
Rows per page 30
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8,881-8,910 of 10,645

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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
25
The slide uses a visual network diagram to expose undisclosed related-party transactions or ownership structures.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
03
This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
32
Uses a bar chart to contrast a CEO quote/promise against actual performance data.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
48
Uses a CEO quote from 2007 to contrast with 2021 data.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
73
The slide uses a quote from a competitor (Huntsman) to validate the nominee's performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory1 hit
186
Uses a CEO quote to establish the initial target, then contrasts it with actual performance data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
187
Uses a bar chart to contrast a dashed target line with actual performance metrics.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
188
Uses a CEO quote to establish a baseline expectation, then uses a bar chart to show the failure to meet that expectation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
213
Uses a CEO quote to support the hypothesis that the company prioritizes volume over differentiation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
218
Uses a CEO quote to highlight the contradiction between stated strategy and actual financial performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
225
The slide highlights a strategic pivot from integrated to stand-alone margin reporting.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
08
The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
14
Includes footnotes 15 and 16 detailing valuation discrepancies and pari passu status.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
18
This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
32
Uses a bar chart to contrast historical performance against a specific management quote.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
48
Uses a 2007 CEO quote to contrast with 2021 data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
73
The slide uses a quote from a competitor (Huntsman) to validate the nominee's performance.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment1 hit
01
Slide 1
The quote is used to contrast the 'String of Pearls' strategy with the current merger strategy.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 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
07
Uses a historical precedent (Arthrocare) to frame the current Valeant investigation.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
334
Uses the famous Brandeis quote to justify the activist intent of the presentation.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit