Matching slides 10,645
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1,501-1,530 of 10,645

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The slide uses a bar chart to show relative underperformance and a timeline to highlight that CCI only outperformed once in a decade.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
41
Uses quotes from management to highlight the contradiction in their investment logic.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor 3 hits
13
Includes quotes from management and analysts supporting the spin-off thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate3 hits
16
Uses stamps ('STATUS QUO', 'DOUBLE DOWN', 'Hope for Change') to frame the narrative of each period.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds3 hits
02
This is page 2 of a shareholder letter from Elliott Investment Management.Southwest Airlines (LUV) · John Pike and Bobby Xu
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
55
Uses direct quotes from Peter Huntsman to establish a baseline of management's past promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction3 hits
83
Uses the 'ceo-quote-contradiction' framework to undermine management's narrative.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
85
Uses a 'ceo-quote-contradiction' pattern to undermine management credibility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
153
Uses a chronological contrast-pair structure to highlight corporate inaction.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
162
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
178
Used to preemptively counter management's potential future claims that these companies are not appropriate peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
179
The slide uses analyst quotes to validate the peer group selection for valuation purposes.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
182
Uses the 'ceo-quote-contradiction' framework to build a case against management credibility.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
184
The slide uses CEO quotes to establish a baseline of management optimism that is likely contrasted in subsequent slides.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
185
Uses CEO quotes as evidence of commitments.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
195
The slide uses direct quotes to establish a baseline of management's past promises, likely to be contrasted with actual performance in subsequent slides.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 3 hits
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal3 hits
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal3 hits
06
Page 2 of an activist investor letter.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 3 hits
17
This is a standard regulatory filing disclosure page.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Deeper Layer3 hits
09
This is a classic activist investor 'villain' slide, framing management as incompetent and self-interested.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence3 hits
10
The slide uses a visual bridge/bar chart to show upside potential and includes three testimonial quotes from financial institutions.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence3 hits
25
The slide uses a narrative structure to expose a potential contradiction between the auditor's previous assurances and the company's explanation for their absence in 2001.Allied Capital (ALD) · David Einhorn
Research note Activist investor 3 hits
55
Uses a 'rising tide lifts all boats' metaphor to undermine the company's narrative of superior execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment3 hits
69
Uses third-party validation to build credibility for the activist's slate.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Nominee BioLoop · Aha Moment3 hits
87
The slide uses quotes to establish a baseline for peer comparison, likely to contrast with current management behavior or valuation.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment3 hits
88
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment3 hits
15
The slide uses a combination of qualitative expert quotes and quantitative peer benchmarking to build a 'moat' argument.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 3 hits
02
The slide uses anonymous employee testimonials to build a case against the CEO's leadership and strategic focus.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 3 hits
04
Uses Glassdoor reviews to frame board diversity as a root cause of cultural issues.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 3 hits