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Uses a structural diagram to categorize financial separation alternatives.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
14
The slide uses a timeline to frame a series of acquisitions as a 'hodgepodge' of assets, questioning the board's oversight.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
40
The slide uses a timeline diagram to correlate financial performance with strategic events.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
36
The slide uses a cartoon illustration of an elderly couple to represent 'Individual Savers' as a key demographic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
38
This slide explains the financial mechanics of the 'iPref' proposal, demonstrating a net gain for shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
41
This slide explains the mechanics of a proposed capital allocation strategy involving iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
48
The slide uses a stacked card visual to represent multiple ongoing legal disputes.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
06
The slide shows a hub-and-spoke model where Enterprise Coordinator acts as a central integration point for various external partners and internal services, feeding into different care settings.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 1 hit
16
The slide uses a timeline to illustrate that major revenue-generating products are not facing immediate patent cliffs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
21
The slide argues that these are small opportunities, reducing dependency on clinical trial outcomes.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
22
The slide uses a timeline to illustrate the 'durable income' thesis by showing drug lifecycle management.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
76
The slide highlights strategic actions including acquisitions, divestitures, and organizational changes.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
29
The slide uses a metaphor of a chameleon to suggest the company opportunistically pivots its narrative to follow industry hype.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
85
This slide appears to be part of a presentation by Greenlight Capital regarding their short thesis on Green Mountain Coffee Roasters (GMCR).Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
06
The Venn diagram illustrates the intersection of various consumer trends.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor 1 hit
28
The slide uses an org chart to visually demonstrate the complexity of the current structure.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
31
The slide presents a 'pro-forma' organizational chart as a recommendation for restructuring.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
13
The slide uses a hub-and-spoke diagram to illustrate product diversification.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The slide uses a hub-and-spoke diagram to illustrate a corporate breakup/spinoff strategy.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide uses a diagonal timeline arrow to anchor historical milestones against product images.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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)1 hit
35
Uses an arrow-based process diagram to illustrate the benefits of a spin-off.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
58
Includes a timeline diagram and two sections of investor relations commentary.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Includes historical CAGR data and organizational structure diagram.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a process diagram to show the impact of shareholder pressure on corporate governance and strategy.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
27
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
11
Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After1 hit
05
The slide uses a vertical arrow timeline to show the progression of the firm's corporate structure and management focus.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
25
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit