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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 2,041-2,070
Pages 619
Rows per page 30
Component
2,041-2,070 of 18,554
30
The slide uses a dialogue format between a GS analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
32
The slide uses highlighted text within quotes to emphasize key figures ($10B target, $90B market).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
34
Uses external analyst quotes to build a case against management's current strategy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
50
The slide uses external authority to validate a critique of management's capital allocation strategy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
62
The slide uses a dialogue format between a GS Analyst and the Pfizer CEO to validate the investor's thesis.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
32
Uses a combination of a line chart showing stock performance and direct quotes from executives to frame the problem.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 3 hits
111
Uses a combination of a line chart showing a 27% decline and direct quotes from the CEO and CFO to frame the narrative of investor disappointment.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps3 hits
32
Uses a side-by-side quote comparison to frame a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
16
Uses quotes from company filings to demonstrate management's own admission of failure.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
03
The text serves as a narrative justification for calling a special meeting, citing ISS and Glass Lewis recommendations.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication3 hits
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment3 hits
40
Uses a grid of logos and movie posters to illustrate poor performance across the entire Disney portfolio.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg3 hits
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Uses a side-by-side comparison of the CEO's mandate and the Succession Planning Committee's composition to highlight a conflict of interest.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution3 hits
71
The slide uses direct quotes to frame a performance miss as a 'strong finish' with 'positive momentum'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution3 hits
22
The slide uses a screenshot of an equity research report to validate the author's argument about valuation methodologies.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)3 hits
42
The slide uses CEO quotes to validate the thesis of North American market growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory3 hits
58
Uses quotes from CEO and CFO to expose potential strategic uncertainty or contradiction.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
89
The slide uses testimonials to highlight the discrepancy between how Keurig was treated versus other clients, implying a material relationship that was not properly disclosed.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal3 hits
15
The slide uses a dialogue format between a GS Analyst and the CEO to highlight a specific strategic commitment.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
30
The slide uses a dialogue format between an analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
32
Uses highlighted text within quotes to emphasize key claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
34
Uses external analyst quotes to build a case against management's R&D execution.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
50
The slide uses external analyst sentiment to frame Pfizer's acquisition strategy as flawed.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
62
The slide uses a quote-based argument to align the activist investor's thesis with management's stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
42
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials3 hits
11
Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After3 hits
92
Uses a 'before-after' style contradiction structure to frame the Board's failure.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps3 hits
94
Uses Gibson Dunn publication as the primary source for both citations.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps3 hits
31
Includes specific analyst quotes from Bernstein and Consumer Edge regarding earnings quality.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction3 hits
14
Uses a 'before-after' style comparison of spend and quotes to highlight management's failure to follow through on stated strategy.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction3 hits