slides · global inventory
Governance
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 689
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Framework
301-330 of 689
05
The slide uses a callout box to emphasize the conflict of interest regarding Nicholas Botta.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Need1 hit
109
Uses a combination of corporate governance disclosure and SEC press release to establish a link between a director and a company's regulatory failure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
110
The slide uses a red box and a callout to emphasize the low and stagnant ownership levels of directors specifically.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
11
The slide uses a sidebar-body layout common in activist investor presentations to highlight key risks.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
65
The slide uses a specific example of a co-founder's pledged shares to argue against poor governance practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses a red box highlight on the table to emphasize the concentration of roles.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
68
The slide highlights a $196.8M TRA liability and 82.1% voting control by insiders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses 'The Outsiders' book principles as a framework for evaluating Jarden's management success.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
06
This slide outlines the governance framework of the PSH board.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Interest1 hit
39
The slide uses a narrative of corporate governance and executive hierarchy to predict a 'reset' of market guidance.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
72
Canadian Pacific Railway (CP)Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Quick Win Big Bet1 hit
14
This is page 14 of a shareholder letter, likely from an activist investor (Elliott Management) targeting Cognizant.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
234
The slide uses a vertical hub-and-spoke style diagram to list four key areas of poor governance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
242
Uses a vertical line with bullet points to illustrate a hierarchy of governance failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
253
The slide uses a vertical line with nodes to connect the main theme to four sub-points.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
260
Uses a vertical line with nodes to represent a list of issues.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
283
The slide uses icons to represent each governance demand.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
43
The slide uses a grid of director bios to argue that the current board is stale and lacks specific industry-relevant experience.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
49
The slide uses a structured table format to compare the four nominees against a set of desired strategic competencies.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 1 hit
14
The chart highlights Hess (HES) as an outlier with high compensation and negative 5-year total return.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
The slide outlines specific corporate governance reforms requested by Elliott.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The slide uses a quote from MSCI ESG Research to frame the critique of corporate governance.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
26
Uses a table to contrast governance issues with negative track record points.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution1 hit
67
The slide highlights the negative impact of current pay limits on leadership turnover at Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
124
The slide outlines internal company policy requirements for distributor qualification.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
09
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
13
The slide uses a callout box to detail a specific failure case ('Made for You') to illustrate the broader point about poor decision-making processes.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a three-column layout to categorize specific grievances against the board.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a table to systematically critique board performance across five key areas.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
111
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit