Matching slides 2,176
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Framework: Authority Citationclear collectionreset all

Framework

601-630 of 2,176

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18
Includes a quote from The Activist Report and a performance chart comparing TSRA to S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
54
Uses a Glass Lewis quote as an authority citation to bolster the argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
112
Includes a 'Proved successful for Brinker' callout, indicating a precedent-based argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
142
The slide uses a series of tilted boxes to suggest successful precedents for the proposed strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
02
This is page 2 of a shareholder letter, focusing on credibility and context-setting.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This slide serves as a credibility-building introduction for the activist investor.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
14
The slide uses historical precedent to preempt regulatory concerns regarding MLP-qualifying income.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Agitation1 hit
11
Uses external analyst quotes (UBS, Buckingham) to validate the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
46
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
55
The slide uses external analyst quotes to build a narrative of management incompetence and market misalignment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
56
The slide uses a grid of four quotes to demonstrate a consensus of negative sentiment from the investment community.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
11
The slide uses a grid of quotes to build credibility for the activist's thesis.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
31
This is a screenshot of a tweet/social post used as evidence of third-party support.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
05
This is a screenshot of a social media post (X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
11
The slide is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
19
This slide appears to be a compilation of three distinct sections from a campaign website or presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
03
This is a screenshot of a social media post (Twitter/X) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Desire1 hit
04
The content is a screenshot of a social media post (likely X/Twitter) promoting a proxy contest.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses an external consultant's findings to validate the activist's argument regarding executive compensation.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
Uses authority-citation to validate the activist's claims against management.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
57
Includes a screenshot of the original Glass Lewis proxy paper with a red circle highlighting the 'Poor' rating.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
62
Uses direct quotes from a third-party proxy advisor to establish a precedent of governance failure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
72
Includes a red circle annotation around the 3.4x figure.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
87
Uses external authority citations to undermine the credibility of a board nominee.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
30
Uses authority-citation to build a case against the current board.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
32
Uses authority-citation to leverage Glass Lewis's reputation against the company's current practices.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
39
Uses a 'failed' callout to highlight the board's inaction.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
52
The slide uses a narrative structure to link past board performance to the current activist campaign.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The StruggleLoop · Jobs To Be Done1 hit