slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 2,251-2,280
Pages 355
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Component
2,251-2,280 of 10,645
20
Includes two testimonials and a performance chart comparing Office Depot to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
52
Uses specific historical anecdotes (2002, 2014) to build a pattern of behavior.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
173
Uses external media quotes and social media screenshots to validate the critique of the logo change.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
39
Includes two expert quotes supporting the thesis that third-party operators increase utilization.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
40
The slide uses expert quotes to frame the problem of current low utilization and provides a financial impact estimate at the bottom.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution2 hits
13
Uses two distinct case studies (auto business captive supplier and emissions scandal) to argue for governance failure.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation2 hits
28
Uses waterfall charts to demonstrate the discrepancy between IFRS book value deductions and actual tax plans.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Loop · So What Cascade2 hits
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof2 hits
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique2 hits
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In2 hits
43
Uses a side-by-side comparison structure to highlight strategic failure vs success.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
48
Includes a screenshot of a BMS slide and a bar chart of sales estimates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
58
Uses CEO/CFO quotes as evidence to support the thesis that patent cliffs drive M&A activity.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
105
Uses CEO and President quotes to establish the baseline of management's public optimism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
112
Uses CEO quotes to validate the claim of manufacturing difficulty.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
118
Uses a combination of a line chart and qualitative quotes to build a bearish case on CAR-T commercial viability.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
145
Uses a combination of direct quotes and regulatory filing excerpts to build a case of management negligence.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
11
Uses external analyst quotes (UBS, Buckingham) to validate the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain2 hits
36
Uses analyst quotes to contrast market sentiment with the company's current situation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
46
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
13
The slide uses external citations from ISS and media reports (CNBC, NY Post) to build a case against the current board's governance practices.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique2 hits
16
The slide functions as a character critique of the board's defensive tactics.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate2 hits
33
Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
34
Uses testimonials to reinforce the quantitative data regarding low renewal rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
51
Uses the 'ceo-quote-contradiction' framework to undermine management's claims about search growth.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
62
Uses direct quotes from a third-party proxy advisor to establish a precedent of governance failure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction2 hits
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight management's past over-optimism.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal2 hits
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits