slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 3,121-3,150
Pages 210
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Framework
3,121-3,150 of 6,294
21
The slide uses a red bar for the subject company (Mondelez) and blue bars for peers to highlight the performance gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Before After1 hit
07
The slide uses comparative bar charts to highlight BP's underperformance relative to industry peers.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
19
This is a famous slide from Steve Jobs' 2001 iPod launch presentation, illustrating the value proposition of the iPod's storage capacity.Apple | Product Presentation Deck | 95 slides · Apple
Conference presentation Investor relations Beat · InterestLoop · Logic Chain1 hit
34
This is a classic Steve Jobs slide from the 2001 iPod launch, demonstrating the speed advantage of FireWire over USB.Apple | Product Presentation Deck | 95 slides · Apple
Conference presentation Investor relations Beat · Desire1 hit
16
The chart on the right uses a stacked bar to illustrate the gap between Bank of America's reserve coverage and the peer group's coverage.Bank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
06
Industry defined as AA, CO, DL, HP, NW, UA, US, WN.Continental Airlines | Investor Conference Presentation Deck | 27 slides · Continental Airlines
Conference presentation Investor relations Beat · InterestLoop · Golden Circle1 hit
08
The chart uses a color highlight (orange) for the primary subject (CO) to distinguish it from competitors.Continental Airlines | Investor Conference Presentation Deck | 27 slides · Continental Airlines
Conference presentation Investor relations Beat · Desire1 hit
10
The slide uses a map-based visual to explain the transit route and a table to provide quantitative comparison.Continental Airlines | Investor Conference Presentation Deck | 27 slides · Continental Airlines
Conference presentation Investor relations Beat · Desire1 hit
25
The slide uses a comparison frame to argue that airlines are undervalued relative to Dell based on revenue and net income performance.Continental Airlines | Investor Conference Presentation Deck | 27 slides · Continental Airlines
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
50
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to highlight the widening performance gap.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
54
The slide uses a red bar to highlight Huntsman's position relative to the peer average, emphasizing the negative performance gap.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
59
Uses a 'Truth vs. Tactics' comparison frame to highlight management's alleged dishonesty.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
02
The slide uses quantitative underperformance data to justify an activist campaign against a merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
217
The chart highlights Huntsman's strategic positioning relative to peers like BASF, Dow, Covestro, and Wanhua.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
224
The slide uses a comparison frame to validate the activist's proposal for Huntsman by citing peer precedents.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
229
The slide uses a red bar for Huntsman to visually distinguish it from the grey peer bars.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
237
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a combination of bar and line charts to illustrate the widening gap between the company and its peers.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
50
The slide uses a combination of a bar chart for Huntsman and line charts for peer averages to visualize the widening gap.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
54
The slide uses a red bar for Huntsman to emphasize its poor performance relative to the peer group.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
89
The table highlights Dow, Eastman, and Celanese as the 'Primary Peers'.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
13
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
02
The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the current board.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit