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Matching slides 10,645
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1,141-1,170 of 10,645
74
The slide uses a 'paper-tear' visual effect to present quotes as evidence of institutional support for the activist's position.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 3 hits
73
Uses a 'paper scrap' visual metaphor for quotes.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence3 hits
74
The slide uses a 'sticky note' visual metaphor for each quote.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence3 hits
75
Part 2 of 2 slide series on asset manager support for governance reform.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence3 hits
08
The slide uses a direct quote-based approach to frame management as deceptive, referencing 'Vitek' as a negative benchmark.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
09
The slide functions as a disclosure/evidence page for a research note, specifically focusing on related-party transaction allegations.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
82
Uses CEO quotes as evidence of strategic inconsistency.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
107
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
113
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
122
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
41
This is a research note page focusing on corporate governance and transparency issues regarding mining data.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
11
The slide uses direct quotes from a conference call and financial analysis to highlight a discrepancy in valuation multiples.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment3 hits
08
The slide contrasts a formal process flow with informal, potentially contradictory statements from an employee.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter3 hits
11
The slide uses direct quotes from earnings calls to highlight management's alleged dishonesty regarding operational costs.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg3 hits
56
The slide uses direct quotes from company executives to highlight inconsistencies in their business strategy and claims.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
02
This is a research note from Muddy Waters, LLC, focusing on forensic accounting/short-selling research.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
55
The slide uses a combination of corporate reporting excerpts and investigative field interviews to build a case of asset obsolescence.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
01
The slide uses testimonials to establish a narrative of corporate malfeasance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique3 hits
34
The slide relies on anecdotal evidence from former employees to support the 'Weak Technology' thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 3 hits
35
Uses quotes from anonymous sources to undermine the company's technical roadmap.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 3 hits
43
Uses testimonial evidence to undermine the company's valuation thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 3 hits
53
The slide uses a series of quotes to undermine the company's growth projections.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement3 hits
37
Uses analyst quotes to validate the activist's critique of management's lack of ambition and focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
37
The slide uses analyst quotes to validate the activist's critique of management's lack of growth focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
16
Uses quotes from internal leadership and external analysts to highlight strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg3 hits
31
Uses quotes from analysts and market data to frame management as ineffective.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter3 hits
12
Uses a 'Management Says One Thing... But Then Does Another' framing to highlight hypocrisy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment3 hits
72
Uses a combination of quantitative data (bar chart) and qualitative evidence (quotes) to build a case against management's capital allocation.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
17
The slide uses pie charts to contrast the high reliance on stock for M&A in the broader market and sector versus the near-total reliance on cash for Rio Tinto.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits