slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,011-2,040
Pages 3,680
Rows per page 30
Component
2,011-2,040 of 110,387
06
Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
19
The table highlights the 'GP Premium in Basis Points' row with a red dashed box to emphasize the ~250bps benchmark.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation2 hits
33
Uses red/blue color coding to distinguish Marathon (red) from peers (blue) and indicate retail ownership status.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
09
The slide highlights the 'modulating' investment strategy using the RFAB 1 construction as a case study.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
30
The slide details a complex corporate restructuring involving Toyota group companies.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof2 hits
37
The slide advocates for mutual cancellation as the preferred strategy due to lower tax burden compared to market sale.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
02
The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction2 hits
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)2 hits
160
The slide uses a structured table to demonstrate a pipeline of growth opportunities.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
31
This is a page from a proxy contest filing by Starboard Value against Box, Inc. It focuses on the 'entrenchment' narrative.Box, Inc. (BOX) · Jeffrey C. Smith
Regulatory filing Activist investor 2 hits
11
The slide uses an external analyst quote to validate the activist thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
12
The slide uses a pull-quote from a third-party analyst to validate the activist's thesis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction2 hits
06
The slide uses a waterfall bridge to visualize the gap between theoretical margin expansion and actual guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
07
The slide uses a quote to set up a critique of circular reasoning.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
09
The slide uses a quote to establish the economic context of reduced consumer spending power.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter2 hits
60
The slide uses a quote to establish a premise and then immediately refutes it in the body text below.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
86
The slide uses a quote to frame Epic as a 'villain' or obstacle to modern healthcare interoperability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
87
The slide uses a visual metaphor of a dinosaur-shaped cloud to represent the legacy system (Epic) moving to the cloud.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution2 hits
13
The slide uses a cartoon to mock the company's reliance on 'fluffiness' rather than performance.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter2 hits
41
The slide uses a direct quote to undermine a third-party analyst's (Morgan Stanley) thesis.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)2 hits
02
This appears to be a page from a formal presentation or document, likely a whistleblower or activist investor report, given the 'FOIA CONFIDENTIAL TREATMENT REQUESTED' footer.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 2 hits
09
This appears to be a page from a report or presentation criticizing Lehman Brothers' financial disclosures.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 2 hits
23
Uses a CEO quote to highlight the gap between current performance and potential.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
30
Includes a testimonial/quote from a former employee to support the thesis.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
03
Letter-format page (running prose with embedded charts) rather than a traditional slide. Synergy targets cited: $250M raised to $325M with FY2017 impact promise. EBITDA misses: FY16 14%, FY17 15%, FY18 13%.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
07
The slide uses two charts to demonstrate performance: a bar chart for EBITDA margin growth and a bar chart for TSR comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 2 hits
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal2 hits
04
The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication2 hits
04
The slide uses a timeline visualization to highlight high executive turnover, followed by a narrative detailing allegations of misconduct and governance failures.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · Critique of LivePerson's leadershipLoop · Cost Of Inaction2 hits