slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 10,951-10,980
Pages 2,643
Rows per page 30
Component
10,951-10,980 of 79,264
14
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication3 hits
39
The slide uses a donut chart to show revenue contribution by segment (Tripadvisor, Viator, TheFork).Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach3 hits
82
The slide uses a donut chart to represent the breakdown of the $28B YTD backlog by business segment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
102
The calculation methodology is provided in the footnote.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
21
Uses a red arrow to visually connect the CEO's claim to the contradictory data point.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence3 hits
22
Uses a red flag callout to highlight the competitive disadvantage.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
63
Uses screenshots of SEC filings and sustainability reports to contrast public disclosures with operational realities.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 3 hits
64
Uses a 'Warning' callout to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 3 hits
09
Uses a line chart to demonstrate the gap between reported growth and organic growth excluding new products under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment3 hits
41
Uses a line chart to demonstrate the gap between reported growth and estimated organic growth under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 3 hits
05
The slide uses a comparative stock performance chart to imply a bearish outlook on IRBT by drawing a parallel to the performance of DDD.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
50
Uses direct quotes to expose potential inconsistencies in corporate reporting regarding headcount growth.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
25
The slide uses a case study of Farmers Insurance to expose a potential governance or fee structure issue at ERIE.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
09
The slide uses two pie charts to illustrate the shift in product sales mix over a four-year period.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 3 hits
62
The slide uses a side-by-side comparison to argue that management's core activities have failed to create value.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 3 hits
73
Uses a 'villain' framing to attack the credibility of a specific board member and the committee composition.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
33
The slide uses maps to visualize the geographic footprint of the company's assets.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 3 hits
22
The slide uses a bottom-up calculation starting from total patient populations, applying penetration and market share assumptions, and dividing by device replacement cycles (years used).Inogen, Inc. (INGN) · Carson Block
Research note Short seller 3 hits
67
The slide uses a visual size comparison (circle area) to emphasize the revenue gap between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
75
The slide uses a waterfall bridge to reconcile segment valuations and net debt to arrive at an implied equity value per share.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
67
The slide uses a visual size comparison (circle area) to emphasize the revenue disparity between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
107
The slide contrasts the proposed caps (780m total, 250m outside) against the existing 100m cap for external directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
73
Uses a combination of a table for historical performance and two callout boxes for current committee composition issues.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction3 hits
18
The slide uses a hub-and-spoke diagram to illustrate the conglomerate structure and lack of synergy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown3 hits
30
The slide uses a visual breakdown of revenue segments (40%, 20%, 10%, 30%) and highlights specific strategic advantages like HPPO mega plants and semiconductor industry leadership.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model3 hits
20
Uses Muddy Waters Research branding; highlights discrepancies in company-reported metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies3 hits
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
89
The slide uses a 'track record' framing to establish credibility for Trian's operational improvement strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
27
The slide uses a waterfall-style comparison to show how the DLC structure causes 'wasted' credits compared to a unified structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction3 hits
34
Uses two line charts with bar overlays to highlight performance deltas.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 3 hits