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slides · global inventory

Antagonist Introduction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,369
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Pages 46
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Framework: Antagonist Introductionclear collectionreset all
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Framework

31-60 of 1,369

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02
This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
This is page 5 of a shareholder letter from Elliott Management.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of an activist investor letter. It establishes the 'villain' (poor operational execution) and the 'hero's journey' (the path to 75% upside).Phillips 66 (PSX) · John Pike and Mike Tomkins
Shareholder letter Activist investor Beat · Setup1 hit
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The slide uses a two-column layout to categorize feedback from investors vs. sell-side/other stakeholders.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
01
Slide 1
This is the first page of a shareholder letter. It establishes the antagonist (Toyota Fudosan) and the core conflict (undervalued tender offer).Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
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 · Agitate1 hit
30
The slide is a screenshot of a tweet/post from the 'Streamline 66' account.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
48
This slide acts as a summary/closing page for an activist campaign deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
This is a screenshot of a tweet/post from 'Streamline 66' (an activist campaign account) attacking Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
04
This is a screenshot of a tweet/social media post used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
This is a screenshot of a LinkedIn promoted post/video advertisement.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
12
The slide is a screenshot of a social media post (likely X/Twitter) used as an activist investor communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
05
This is a classic activist investor 'case for change' slide.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
85
The slide uses the 'lack of skin in the game' argument to undermine board credibility.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
86
Includes visual evidence (screenshots) of ISS and Glass Lewis reports recommending against Stengel and rating compensation as 'Poor'.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
88
The slide uses a 'villain critique' approach to undermine the credibility of specific board members.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
03
This is a classic activist 'case for change' slide, outlining the specific grievances against the board and management.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
24
The slide uses a contrast-based argument, highlighting the nominees' past successes to emphasize the board's failure to utilize them.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
Uses a red box to visually highlight the specific individuals who serve on both boards or have dual roles.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
This is a classic activist investor 'villain' slide, attacking the competence and tenure of the incumbent leadership.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
04
This slide serves as the core 'villain critique' and 'problem statement' for the activist campaign.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
05
The slide uses a comparative framing technique to establish the superiority of the activist's nominees over the incumbent board.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
18
The slide uses a 'villain' framing by focusing on the lack of independence and the consolidation of power under Richard Hill.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
65
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
68
The slide uses a chronological narrative to frame the Board's actions as a pattern of disenfranchisement.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit