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1,111-1,140 of 10,645
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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 Inaction3 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 Inaction3 hits
35
Uses a simple equation format to visualize the problem of fragmentation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 3 hits
24
The slide uses authority bias to validate the activist's thesis by citing external financial analysts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
49
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction3 hits
32
Uses authority-citation to validate the activist's thesis regarding board incompetence.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Struggle3 hits
40
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle3 hits
42
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle3 hits
55
Uses a two-column comparison layout to juxtapose 'Situation' vs 'Reaction'.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction3 hits
14
Uses quotes from Deutsche Bank, ISS, and Bloomberg to build a case against the proposed transaction.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 3 hits
23
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation3 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 Bet3 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 Focus3 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 3 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 3 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 3 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 3 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 3 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 3 hits
107
Uses a 'before-after' style contradiction between management quotes and financial performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 3 hits
06
The slide uses testimonials from 'Top 10 Active Shareholders' to build a case for leadership change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem3 hits
16
The slide uses external analyst reports to establish a narrative of the company's market perception at the time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster3 hits
31
Uses external analyst citations to build a case for divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
55
The slide uses a 'quote' format to present findings from an external report, followed by a bottom callout that frames the company's response as insufficient.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 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 After3 hits
55
Uses a two-column layout to juxtapose the 'Situation' (Iger's comments) with the 'Reaction' (quotes from Charter CEO and an analyst).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction3 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 Inaction3 hits
60
The slide uses quotes from Wolfe, JP Morgan, and TD Cowen to build a case against management.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
07
The slide uses a 'ripped paper' visual effect to frame the three testimonial blocks.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Ultimate AchievementLoop · Voice Of Customer3 hits
34
The slide uses a 'ripped paper' visual effect to frame the analyst quotes.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix3 hits