slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 1,981-2,010
Pages 619
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Component
1,981-2,010 of 18,554
20
Includes two testimonials and a performance chart comparing Office Depot to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
52
Uses specific historical anecdotes (2002, 2014) to build a pattern of behavior.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
173
Uses external media quotes and social media screenshots to validate the critique of the logo change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 3 hits
39
Includes two expert quotes supporting the thesis that third-party operators increase utilization.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution3 hits
40
The slide uses expert quotes to frame the problem of current low utilization and provides a financial impact estimate at the bottom.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution3 hits
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation3 hits
28
Uses waterfall charts to demonstrate the discrepancy between IFRS book value deductions and actual tax plans.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade3 hits
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof3 hits
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps3 hits
04
Uses CEO and executive quotes to highlight the contradiction between management's prior warnings and the actual outcome of the transaction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds3 hits
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique3 hits
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In3 hits
43
Uses a side-by-side comparison structure to highlight strategic failure vs success.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 3 hits
11
Uses external analyst quotes (UBS, Buckingham) to validate the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain3 hits
36
Uses analyst quotes to contrast market sentiment with the company's current situation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction3 hits
46
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution3 hits
02
Includes quotes from ISS and Egan-Jones and a call to action to vote the Gold Proxy Card.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Hook3 hits
21
Includes standard proxy solicitation disclaimer and contact details for Elliott Investment Management and Okapi Partners.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction3 hits
13
The slide uses external citations from ISS and media reports (CNBC, NY Post) to build a case against the current board's governance practices.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique3 hits
05
The slide uses a 'villain' narrative (prior management) vs 'hero' outcome (value creation via contracts).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · ProblemLoop · The Reveal3 hits
16
The slide functions as a character critique of the board's defensive tactics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate3 hits
33
Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction3 hits
34
Uses testimonials to reinforce the quantitative data regarding low renewal rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction3 hits
51
Uses the 'ceo-quote-contradiction' framework to undermine management's claims about search growth.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction3 hits
62
Uses direct quotes from a third-party proxy advisor to establish a precedent of governance failure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction3 hits
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight management's past over-optimism.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal3 hits
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction3 hits
25
Uses a scatter plot to show the correlation between SpinCo equity value and separation costs as a percentage of equity value.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction3 hits
33
Uses a 'villain' framing by contrasting management's past claims with subsequent successful outcomes.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 3 hits