slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 41,117
Current window 19,741-19,770
Pages 1,371
Rows per page 30
Component
19,741-19,770 of 41,117
06
The chart highlights a significant performance gap between the fund and the index.Pershing Square portfolio (multi-target) · William Ackman
Activist deck Activist investor Beat · Evidence1 hit
08
The slide uses a split-table format to contrast positive and negative performance contributors.Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) · William Ackman
Activist deck Activist investor 1 hit
02
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Situation & Context1 hit
01
Standard SEC regulatory filing cover page.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor 1 hit
12
Uses a red dashed box to visually isolate Huntsman as the 'worst among primary peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The slide uses a red arrow to visually emphasize the performance gap between the company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
The slide uses a red dashed box to visually isolate Huntsman as the worst performer among the primary peer group.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
Uses a red dashed box to highlight Huntsman as the 'Worst among Primary Peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
123
The chart uses a specific calculation for skewness: (100% less minimum percentage) / (maximum percentage less 100%).Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
207
The slide uses a red dashed box to isolate Huntsman and a red bar to emphasize its low margin relative to the peer average line.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
08
This is a standard legal disclaimer page for a proxy contest filing.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
08
This is a footer/disclosure page for an activist investor campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
11
This is the final page of a regulatory filing deck, containing mandatory legal disclosures and contact details.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
08
Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
90
The slide uses a list of five critical pain points to justify the need for operational change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
111
The slide uses a specific example of packaging to illustrate the broader thesis of over-engineering in indirect spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
157
Assumes 9.0x EBITDA multiple and 120.3 million share count.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
193
The slide uses a quote from a 2004 Darden Annual Report to validate the activist's focus on leadership.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
218
Includes a disclaimer at the bottom and references a previous 'Real Estate Primer' document.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
219
Includes a callout box explaining the logic of the valuation bridge.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
242
The slide uses grouped bar charts to show the correlation between store count and revenue growth across four competitors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
276
The slide uses a conservative $350M figure for the illustrative sale, referencing a broader Real Estate Primer.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
278
The slide explicitly mentions a 'Real Estate Primer' URL and provides specific financial assumptions for the REIT spinoff model.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
279
Part of a multi-step proposal for real estate separation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
281
Includes a peer benchmark chart for NNN REIT payout ratios and a pro forma table comparing current vs. separated dividend metrics.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
286
The slide uses a two-column layout to contrast the 'Why' (thesis) with the 'How' (priorities/plan).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
287
The slide uses a grid layout to showcase headshots, brief bios, and company logos associated with each nominee.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
01
This is the first page of a shareholder letter. It establishes the activist's thesis regarding the company's valuation discount and historical failure to meet financial targets.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit