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16,501-16,530 of 78,129
18
The chart uses a stacked bar for headcount (investment vs other) and two line series for financial performance (AUM and Net Return).Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain2 hits
05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In2 hits
07
The slide uses comparative bar charts to highlight BP's underperformance relative to industry peers.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath2 hits
04
The chart uses a timeline axis to differentiate between immediate and ongoing strategic priorities.Bank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Beat · AttentionLoop · Cost Of Inaction2 hits
09
Bank of America | Investor Conference Presentation Deck | 24 slidesBank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Loop · Cost Of Inaction2 hits
15
Bank of America | Investor Conference Presentation Deck | 24 slidesBank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Loop · Cost Of Inaction2 hits
21
The slide uses a simple timeline-like graphic to distinguish between immediate and ongoing strategic priorities.Bank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction2 hits
42
The slide shows a downward trend in debt leverage across all premium scenarios for both entities, with the standalone scenario showing the lowest leverage.Citi | Investment Banking Pitch Book | 43 slides · Citi
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
05
The chart includes a vertical annotation for 'Saturn Proposal'.Credit Suisse | Investment Banking Pitch Book | 35 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
24
The slide uses a bar chart to show the margin spread and a pie chart to decompose the transaction expenses.eBay | Mergers and Acquisitions Presentation Deck | 43 slides · eBay
Deck Investment bank Beat · Market Size2 hits
17
Uses a 'bridge' visualization to expose the gap between management's claims and actual performance.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
21
Uses a before-after framing to highlight the gap between management promises and actual results.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster2 hits
29
Uses a 'before-after' framing to expose a contradiction in corporate narrative.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
50
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to highlight the widening performance gap.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle2 hits
07
The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
01
Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
07
Uses a network diagram to visualize board interconnections and proxy report excerpts to substantiate claims of poor governance.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In2 hits
11
The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
16
The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
17
The slide uses a 'bridge' metaphor to expose a contradiction in the company's public claims.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
21
Uses a before-after framing to highlight the gap between management promises and actual results.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment2 hits
29
Uses a 'before-after' framing to expose management's misleading use of 2011 as a baseline.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment2 hits
31
The slide presents two sets of data: Adjusted EBITDA and Equity, each with a corresponding bar chart and detailed data table.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps2 hits
05
Citron Research report on Snapchat.Snap Inc. (SNAP) · Citron Research
Research note Short seller Loop · Golden Circle2 hits
16
The slide uses a bar chart to show historical revenue concentration and an area chart to show the projected revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap2 hits
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter2 hits
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
10
Uses a before-after-bridge style visual to connect high revenue to low margins.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits