slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 1,471-1,500
Pages 355
Rows per page 30
Component
1,471-1,500 of 10,645
73
The slide uses direct quotes from investor conferences to establish a precedent for margin expansion potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
84
Uses three distinct quotes to build a logical argument about the mislabeling of support as service.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
90
Uses expert testimony to validate the problem statement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
123
The slide uses a 'villain' framing by highlighting internal dysfunction through testimonials.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
166
The slide uses a Q&A format to highlight management's commentary on margin expansion potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
167
The slide uses quotes from an Analyst Day presentation to validate the thesis of operational efficiency through digital migration.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
168
The slide uses direct quotes to validate the thesis of margin expansion through SaaS transition.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
04
The slide presents qualitative evidence from industry representatives to frame AXDX's competitive position as limited by its narrow focus on blood stream infections and reliance on surrogate measurements.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)3 hits
27
The slide contrasts optimistic management commentary from 2018 with a more cautious tone in 2019.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 3 hits
05
The slide uses quotes from executives to set up a contradiction, followed by a data table to refute their definition of organic growth.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter3 hits
09
This is a research note from a short-seller report (Wolfpack Research).Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction3 hits
10
The slide uses a narrative structure to expose a potential accounting/contractual manipulation by the company.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy3 hits
179
The slide uses a 'But the truth is...' transition at the bottom to lead into the next slide.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 3 hits
25
Uses CEO quotes to highlight the gap between management's stated strategy and actual financial performance.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction3 hits
29
Uses a chronological sequence of quotes to demonstrate management's denial and subsequent admission of failure regarding SaaS.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Expose Contradiction3 hits
94
Uses a before/after framing to highlight management's change in position.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
149
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
150
Hess Corporation (HES)Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 3 hits
27
Includes a disclaimer regarding the representative nature of the cited research reports.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 3 hits
06
The slide uses historical voting data to validate the activist's current position.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem3 hits
09
The chart highlights a -54% drop during the Vivendi control period.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem3 hits
29
The slide uses quotes to frame the company as a 'family fiefdom' rather than a standard public corporation.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution3 hits
26
The slide highlights a contradiction between the company's public retail-focused narrative and the internal reality of distributor income.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle3 hits
28
Uses testimonials from distributors to prove the business model is recruitment-based rather than service-based.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle3 hits
76
The slide uses the 'ceo-quote-contradiction' framework to highlight that top earners focus on recruitment rather than retail sales.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain3 hits
127
The slide uses a legal deposition transcript to undermine the company's credibility regarding compliance enforcement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain3 hits
24
The slide uses a torn-paper aesthetic for the quotes.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate3 hits
28
The slide uses color-coded text (red) to emphasize specific historical data points and the concluding outlook.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 3 hits
14
The slide uses individual testimonials to build a case for systemic abuse.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer3 hits
29
The slide uses quotes from earnings calls and analyst questions to validate the thesis of a slowing Chinese labor market.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller 3 hits