slides · global inventory
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Matching slides 25,789
Current window 20,941-20,970
Pages 860
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Component
20,941-20,970 of 25,789
102
Includes an organizational chart of business segments and a pie chart of revenue sources.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
03
Includes non-GAAP disclosure footnote.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
15
This is a standard 'About Us' slide for an activist investor deck, establishing credibility and scale.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
17
Includes a bar chart comparing market share and a map of U.S. airport presence.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
40
Uses a simple subtraction bridge to highlight undervaluation.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next StepsLoop · The Reveal1 hit
49
The slide uses a summation visual to imply the total value of the listed segments.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
40
Uses a simple subtraction bridge to highlight undervaluation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
49
The slide uses a visual addition structure to imply a sum-of-the-parts valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
63
The slide uses a simple list of factors leading to a valuation outcome.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
41
This slide explains the mechanics of a proposed capital allocation strategy involving iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
61
The slide highlights specific state-level credit risks for AGO, contrasting Illinois and New Jersey.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
04
The slide highlights the performance of specific investment ideas presented at a previous summit.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
38
The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
47
Uses a simple subtraction bridge to highlight undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
49
The slide uses a simple additive visual metaphor to represent the sum of parts valuation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
05
The slide uses a UI metaphor of a Peloton workout screen to present business highlights.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
15
The slide uses a Peloton UI overlay to frame the investment narrative.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
20
The slide uses a Peloton-themed UI overlay (leaderboard, workout metrics) to present the benchmarking data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet1 hit
27
The slide uses a 'Peloton-style' UI overlay to frame a cartoon, likely used as a humorous transition or icebreaker.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
10
The slide uses a structured list of four key problem areas (A, B, C, D) followed by a summary of the financial impact.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
67
Uses a simple division framework to highlight capital allocation inefficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
15
The slide highlights the specific copper requirements for charging ports (1-25kg) and motor coils, leading to a total demand forecast.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
05
Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
16
Includes a summary table of financial projections and a list of major assumptions supporting the valuation.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
04
The slide provides a snapshot of Ferguson's business profile, valuation, and strategic changes as of late 2019.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 1 hit
34
The slide uses a negative trend line to visually emphasize underperformance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The slide highlights the discrepancy in valuation multiples between Fuji Xerox and Xerox as presented by management.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
46
Uses a combination of qualitative quotes and quantitative benchmarking to undermine management's strategic narrative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
65
The chart highlights the divergence between the Americas region and the declining EMEA and Asia Pacific regions post-hiring.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit