slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 27,031-27,060
Pages 10,128
Rows per page 30
Component
27,031-27,060 of 303,834
01
This is a newsletter/research note page. It uses a 'This Is Spinal Tap' reference to frame the disconnect between Icahn and the eBay board.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Executive SummaryLoop · Cost Of Inaction2 hits
02
Includes a mock-up of an eBay Board of Directors meeting agenda item regarding the Skype divestiture.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
20
Uses a before-after framing to highlight the decline in market perception.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
25
The chart highlights a progression of share price increases from +38% to +87% as EBITDAR margins improve from 15% to 20%.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
34
Uses a line chart with numbered annotations to correlate specific events with stock performance drops.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate2 hits
38
Uses an 'EXIT' sign metaphor to suggest investors have lost faith.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate2 hits
39
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate2 hits
60
Uses a before-after-bridge framework to contrast current state with proposed future state.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
62
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
68
This is the final page of an activist investor letter, including signatures and a brief firm bio.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
69
This is a formal press release document.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
02
The slide uses a bold yellow background with the Elliott logo and a stylized '66' branding.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 2 hits
10
Includes a valuation bridge showing potential upside from $103 to $183.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
11
The slide uses a 'before-after' logic applied to a peer comparison to justify the activist thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
12
Uses a classic red/yellow split-screen contrast technique.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
22
The slide uses a 'before-after' framing to highlight the gap between original and revised project costs.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
24
Uses a numbered callout system (01-04) to map specific claims in the company's presentation to the activist's rebuttals.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
09
The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster2 hits
10
The chart uses a negative y-axis to visualize underperformance, with callouts attributing the decline to specific strategic decisions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster2 hits
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Uses a classic before-after framing to contrast current failures with proposed improvements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
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Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
02
This is page 2 of a shareholder letter. It establishes credibility by detailing Elliott's research process and historical investment experience.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
01
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem2 hits
24
The slide uses a bar chart to contrast UNP's CEO bonus payout percentages against a peer average, highlighting a persistent gap.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits
30
The chart highlights a -15% performance for UNP compared to a +2% for Canadian peers, with a clear visual gap of ~17% and ~10% respectively.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits
31
The chart uses a waterfall structure to bridge current EPS to potential pro-forma EPS based on specific operational improvements and capital allocation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Cost Of Inaction2 hits
32
The slide uses a 'before-after' logic applied to three distinct case studies to build a precedent for the current activist campaign.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Funnel Analysis2 hits
35
The chart uses a bridge format to illustrate the delta between current consensus and the activist's projected upside.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution2 hits