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Matching slides 18,554
Current window 10,861-10,890
Pages 619
Rows per page 30
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10,861-10,890 of 18,554

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15
Uses a quote from Piper Jaffray to reinforce the critique of management execution.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
17
Uses press headlines to establish the 'villain' narrative regarding poor investment decisions.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
19
The slide uses a split-pane layout to contrast qualitative management failures with quantitative performance data.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
20
Includes a quote from a board member/interim CEO to validate the claim of mismanagement.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
26
Uses a classic 'say vs. do' contradiction framework to undermine board credibility.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
28
Includes a screenshot of a CNBC news segment featuring Third Point's stance.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle1 hit
03
The slide mimics a digital exercise bike interface (like Peloton) to frame the cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
06
The slide uses a screenshot of a Peloton interface to frame a satirical cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
10
The slide uses a screenshot from a Peloton interface to contextualize a narrative about brand perception and stock volatility.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses a Peloton UI overlay to frame a cartoon about 'playing dead', drawing a parallel to the company's stock performance.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide includes a screenshot of a stationary bike interface and a cartoon.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
The slide mimics a Peloton-style interface with a cartoon embedded.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
25
The slide uses a cartoon as a metaphor for the company's need to 'spend more time on the Peloton'.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
30
The slide includes a screenshot of a Peloton interface and a cartoon from CartoonStock.com.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
05
The slide uses a humorous cartoon to transition into a discussion about market opportunities during downturns.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a play on words 'Solv-ay' to introduce the company Solvay.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
16
The slide uses humor to introduce a fact about the chemical properties of soda ash.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
18
The slide is intended to keep the audience engaged.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
28
The slide uses a cartoon to bridge the topic of teeth whitening (peroxide) and business segments.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
34
The cartoon is used as a metaphor for the solvent business; the slide transitions from humor to a serious business recommendation.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
35
The slide uses a Sidney Harris cartoon to lighten the tone while describing a complex, residual business segment.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
45
The slide uses a cartoon to create a lighthearted contrast between 'panic and hysteria' and the company's goal of 'dividends and capital appreciation'.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
46
The slide uses a screenshot of a ChatGPT conversation as a rhetorical device to dismiss the validity of long-term financial targets.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
04
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 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
07
Uses a structured list format to categorize misrepresentations into False statements, Disingenuous criticism, and Misleading quotations.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
09
Includes a comparison of 'Value of Property Sold' vs 'Revenue Mix' and a breakdown of sales by category.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
Uses a dual-axis chart to show diverging trends between compensation and EPS.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a bar chart to visually demonstrate the scale of Taobao relative to Western peers.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit