slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 2,311-2,340
Pages 355
Rows per page 30
Component
2,311-2,340 of 10,645
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 2 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 Steps2 hits
52
The slide uses a comparison of fee structures to frame the subject's behavior as contradictory to shareholder interests.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction2 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 Inaction2 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 & Complication2 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 Moment2 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 · Iceberg2 hits
65
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 · Solution2 hits
70
The slide uses a three-row layout to contrast specific criticisms with supporting evidence/quotes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
78
Uses a contrast-pairs approach to differentiate between consultants and board members, followed by a quote-based expose of personal relationships.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
107
The slide uses a stacked bar chart to highlight the divergence in performance between Disney and Universal, specifically calling out Universal's recent successes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
109
Uses a 'ceo-quote-contradiction' framework to highlight the shift in strategy from the founder to the current CEO.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 hits
118
Uses a waterfall-style chart to show relative stock performance vs S&P 500.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution2 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 · Resolution2 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)2 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 Victory2 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 Reveal2 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 Reveal2 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 Inaction2 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 Inaction2 hits
32
Uses highlighted text within quotes to emphasize key claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction2 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 Inaction2 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 Inaction2 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 Inaction2 hits
42
Solvay SA (SOLB BB)Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Financials2 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 After2 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 Steps2 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 Steps2 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 Inaction2 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 Contradiction2 hits