slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,041-2,070
Pages 3,225
Rows per page 30
Component
2,041-2,070 of 96,741
40
The slide uses a vertical dashed line and a red circle to emphasize the 'turning point' of the stock performance.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction3 hits
42
The chart highlights a significant delta in EPS growth between the two scenarios by 2021E.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 3 hits
26
The slide uses a red box to highlight the period of decline and a dashed box to indicate the change in reporting policy.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
18
Uses 'FAIL' stamps to emphasize critique points.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitationLoop · Logic Chain3 hits
115
The slide uses a grid layout to present eight distinct strategic concerns.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
42
The slide uses a comparison frame to argue for the superiority of the iPref instrument over traditional dividend hikes.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution3 hits
29
The slide uses a line chart to visualize the margin expansion and text to argue that the 30% figure is unrealistic.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg3 hits
110
The slide uses a callout box for the primary demand and a grid for specific areas of inquiry.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 3 hits
04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 3 hits
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 3 hits
52
The slide uses a stacked area chart for revenue mix and a line chart with vertical cycle markers for operating margins.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
57
The slide uses historical data to establish a pattern of console life cycles to support a bearish outlook on near-term unit sales.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
18
Uses ISS QuickScore 2.0 as an external authority to critique board independence.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
05
The slide uses a bar chart to visualize EBITDA erosion and includes callouts to highlight management's contradictory statements.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 3 hits
11
Uses a dual-axis line chart to show the correlation between the announcement and stock performance.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle3 hits
75
The slide uses a Trian Partners branded background and includes a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle3 hits
83
The slide uses a quote to preemptively address concerns about short-termism.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle3 hits
11
Uses a hub-and-spoke diagram to connect the GE logo to three key pillars of value.General Electric (GE) · Trian Partners
Activist deck Activist investor 3 hits
39
The chart highlights the disparity between GE Industrial's performance and GE Capital's performance, using a median benchmark line.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate3 hits
75
The slide uses a 'Greater Scale + Better Mix = Worse Valuation?' logic to argue for undervaluation.General Electric (GE) · Trian Partners
Activist deck Activist investor 3 hits
07
The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 3 hits
22
Uses a bracketed list to contrast long-term drivers with a short-term inhibitor.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction3 hits
29
Uses Trian estimates for PepsiCo beverage margins; includes detailed methodology notes regarding advertising spend adjustments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction3 hits
31
Includes a testimonial/quote from a retired GBU President to support the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
35
Uses a red downward arrow to visually connect the 'advantages' (scale/pricing) to the 'underperformance' (margins).The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
53
Uses a binary choice framework to force accountability for either operational inefficiency or market share loss.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
54
Uses a before-after framing to contrast current failure with proposed board-level oversight.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
68
Uses a side-by-side comparison of P&G management quotes against activist 'Areas of Concern' boxes.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
73
The slide uses a 'problem-solution' structure, identifying the 'insular culture' as the villain/problem and proposing specific hiring and succession goals as the solution.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
39
Uses red X icons to visually emphasize missed targets.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet3 hits