slides · global inventory
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Matching slides 79,264
Current window 17,191-17,220
Pages 2,643
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Component
17,191-17,220 of 79,264
05
The chart uses a shaded area between two lines to visualize the 'value gap'.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor 2 hits
102
Includes an organizational chart of business segments and a pie chart of revenue sources.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
03
Includes non-GAAP disclosure footnote.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context2 hits
04
Includes a Reuters news clipping as a visual anchor for the transaction announcement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & ContextLoop · Logic Chain2 hits
11
The slide uses a contrast-principle to expose the perceived inadequacy of FleetCor's marketing claims compared to WEX's actual output.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Comparison Table2 hits
17
Includes a bar chart comparing market share and a map of U.S. airport presence.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
77
The slide details a 9.5% discount factor used for the DCF analysis.American Tower (AMT) · Carson C. Block
Research note Short seller 2 hits
17
The slide uses a combination of narrative critique and a visual breakdown of DNMR's TAM claims to argue that the company's projections are unrealistic.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
12
Includes a quote from a former executive and specific critiques of leverage ratios and LFCF guidance.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 2 hits
22
This is a verbatim transcript page from a corporate meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
34
Includes a recruitment ad for room managers and a dashboard screenshot showing high-volume gifting activity from a single user.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
43
The slide uses a 'before-after' style comparison of market share vs sales growth to undermine management's credibility.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
43
The slide highlights a discrepancy between the company's stated goal of tripling market share and the significantly lower projected revenue growth figures.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
01
This is a press release document from an activist investor.Kao Corporation (4452 JT) · Seth Fischer
Press release Activist investor Beat · Attention2 hits
05
This slide serves as a corporate profile and track record summary for an activist investor.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 2 hits
05
The slide highlights both the firm's general strategy and specific case studies of successful activism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures2 hits
22
Uses a combination of press clippings, org chart analysis, and employee testimonials to build a case against the CEO and Board.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change2 hits
05
Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
16
Includes a summary table of financial projections and a list of major assumptions supporting the valuation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 2 hits
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 2 hits
04
The slide provides a snapshot of Ferguson's business profile, valuation, and strategic changes as of late 2019.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 2 hits
31
Uses a comparison of tax savings vs. value destruction to frame the DLC as a net negative.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits
43
The chart highlights the performance gap between BHP and Rio Tinto post-unification.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
34
The slide uses a negative trend line to visually emphasize underperformance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
35
The chart uses a line graph to emphasize the decline from 2014 to 2015, contrasting it with a 0% growth callout.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
36
The slide uses a downward trend line to visually emphasize the negative performance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
86
The slide uses a before-after framing to justify cost-cutting measures.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
18
The slide highlights the discrepancy in valuation multiples between Fuji Xerox and Xerox as presented by management.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
46
Uses a combination of qualitative quotes and quantitative benchmarking to undermine management's strategic narrative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
65
The chart highlights the divergence between the Americas region and the declining EMEA and Asia Pacific regions post-hiring.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits