slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,161-2,190
Pages 3,680
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2,161-2,190 of 110,387
14
This slide continues a numbered list of arguments (vii and viii) and includes detailed footnotes regarding valuation data and board member qualifications.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · InterestLoop · Aha Moment2 hits
326
Includes a section on Discounted Cash Flow Analysis methodology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
332
Includes a visual range chart (floating bar) for each valuation method.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
335
Includes adjustments for tax benefits and joint venture interests.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
339
Page 314 from a Lazard document, Chapter 4: Valuation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
344
Includes detailed footnotes explaining the construction of the 'TWX Comp Weighted Index'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
352
The slide compares a 'Management Repurchase Plan' vs a '$20.0b Repurchase Plan' across two different consolidation scopes.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
363
Includes a footnote regarding TWC debt and a source citation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
11
Muddy Waters research note exposing CCME operational practices.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
04
The slide uses two waterfall charts for rental growth and one bar chart for inflation-linked performance.REIT sector (thematic) · Land and Buildings
Research note Activist investor Loop · Cost Of Inaction2 hits
02
The slide is a dense text-heavy press release or research note format with supporting charts.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
13
The slide uses a 'villain' framing by highlighting NSC's underperformance relative to a direct peer (CSX) to justify the need for activist intervention.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · AgitateLoop · Iceberg2 hits
03
This is a page from a Muddy Waters research report exposing corporate malfeasance.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call2 hits
26
Includes specific allegations of fraud and SEC inquiries regarding insider transactions.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
01
The slide uses a provocative, satirical tone to frame the credibility of third-party auditors in China.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
08
The slide uses a combination of quantitative data (table) and qualitative evidence (quotes from annual reports and a termination letter) to highlight discrepancies in the EJV's operations.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
10
The slide uses a narrative structure to expose potential accounting irregularities and lack of transparency in TRE's business operations.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
30
The slide uses a forensic accounting approach to expose a 'capital hole' in the company's reported financials.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
04
Includes a standard Muddy Waters LLC disclaimer at the bottom.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The StruggleLoop · Expert Witness2 hits
52
Includes a line chart for EBITDA margins and a scatter plot for regression analysis of organic growth vs. valuation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
62
Uses bubble-style visualization to compare revenue scale between Kao's Molton Brown and industry peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
57
バブルチャート形式で競合の売上規模を可視化。花王のブランドを点線で囲み強調。Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done2 hits
67
The slide uses a visual size comparison (circle area) to emphasize the revenue disparity between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
90
Uses photographic evidence to support the claim of excessive discounting.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
14
The slide uses two quotes to potentially expose a contradiction or shift in strategic focus.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor 2 hits
20
The chart uses a timeline-based annotation style to highlight the ineffectiveness of past corporate actions.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
22
Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
44
The slide outlines a restructuring proposal involving a horizontal spin-off merger.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution2 hits
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
89
The chart bridges the current value to a potential total value through additive and subtractive components.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits