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Matching slides 18,554
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931-960 of 18,554
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The slide uses bold and underlined text within the quotes to emphasize key points.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
60
The slide uses external analyst commentary to validate the thesis that management credibility is compromised.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
12
The slide uses a waterfall-style distribution chart to highlight TICO as an extreme outlier.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation4 hits
29
The chart uses a waterfall-style bridge to isolate the core business value from other assets/liabilities.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade4 hits
12
The slide uses a combination of a chart showing TICO's outlier status and three quotes from asset managers to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication4 hits
29
The slide uses a waterfall bridge to visualize the discount and includes analyst quotes to support the undervaluation thesis.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof4 hits
23
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation4 hits
70
Includes a red handwritten-style arrow pointing from the Jefferies quote to a red-dashed callout box criticizing GCP's late entry into the DIY/smaller-scale projects market.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet4 hits
92
Uses analyst quotes to frame the problem of geographic overextension.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus4 hits
96
Uses a combination of direct quotes and a bar chart to demonstrate the gap between management guidance and reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
109
The slide uses a 'CEO quote contradiction' or 'authority citation' approach by leveraging Arena's own presentation materials to build the activist's case.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
119
Uses a combination of a bar chart to show analyst variance and pull-quotes to show expert skepticism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
154
The slide uses a 'precedent' framework to validate the activist's thesis by showing successful execution by a peer.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
159
This slide is likely used to set up a future contradiction by establishing the company's own bullish narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
187
Uses a combination of qualitative testimonials and quantitative benchmarking (Amgen's 3% improvement) to argue for operational change.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 4 hits
26
Uses a bar chart to compare Box's 1-day share price reaction against benchmarks, alongside three analyst quotes.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 4 hits
107
Uses a 'before-after' style contradiction between management quotes and financial performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 4 hits
55
The slide uses external analyst quotes to build a narrative of management incompetence and market misalignment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution4 hits
91
Uses analyst quotes and specific transaction multiples to frame management's track record as value-destructive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution4 hits
47
Uses analyst quotes to frame the poor performance as a catalyst for the activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 4 hits
102
Uses CEO quotes to establish the 'claim' and a bar chart to establish the 'reality'.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 4 hits
02
The slide uses a comparative bar chart to highlight investor dissatisfaction with Phillips 66's leadership and strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention4 hits
42
Uses a sequence of quotes to build a narrative of management failure and subsequent intervention.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After4 hits
13
The slide uses external validation to support a thesis about the company's strategic positioning.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
08
The slide uses a '4' prefix, suggesting it is part of a larger strategic list or roadmap.Scope3 raises $20 million Series B round · Scope3
Pitch deck Strategy consulting 4 hits
08
The slide uses a structured layout to map specific value propositions to customer quotes and quantitative results.Simon Data: Marketing tech company raises $54 million Series D · Simon Data
Pitch deck Strategy consulting Loop · Cost Of Inaction4 hits
16
Uses CEO quotes to frame management as stubborn or disconnected from reality.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
46
Uses analyst quotes to frame the earnings miss as a catalyst for the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 4 hits
49
Uses a before-after framing to contrast management's 2019 optimism with 2022 reality, supported by a shareholder nominee testimonial.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 4 hits
101
Uses a bar chart to expose the contradiction between management's narrative and relative performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 4 hits