slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,586
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Framework
601-630 of 1,586
07
Uses a pyramid-style hierarchy to show the root cause (top) leading to three distinct problem areas (bottom).Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
Uses a mapping framework to link problems (A, B, C) to solutions (1, 2, 3).Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
The slide uses a circular process diagram to show how governance issues reinforce poor performance metrics.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide uses the eBay partnership as a case study to illustrate the opportunity cost of outsourcing core capabilities.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
05
The slide uses a step-by-step narrative to explain a potential accounting fraud mechanism.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
The slide uses a line chart with annotated callouts to correlate specific activist events with stock price movements.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses a downward-sloping process flow to imply a negative trajectory.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
67
Uses a linear process flow to frame the board's inaction as a deliberate, compounding failure.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · SolutionLoop · David Goliath1 hit
131
Uses a process flow to link board change to value creation.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
136
The chart uses a dual-axis approach to visualize the trade-off/improvement between cost efficiency and service reliability.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
153
The slide outlines a specific operational lever (car reduction) to achieve a financial target (OR improvement).Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
155
Uses a comparative bar chart to show current vs. target performance and a process-oriented action list.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
164
The chart uses a bridge-like visual connection to link the 2018 peak to the 2027E projection.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
29
The slide uses a circular/linear process flow to demonstrate a manipulative accounting cycle.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
57
Includes a chart showing the divergence of traffic and revenue over time, and a table of declining wireless margins for major US carriers.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
24
Includes a step-by-step reconciliation of 'real' invested capital.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
06
The slide uses a causal chain to explain why BXMT is vulnerable to current macro conditions.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a narrative structure to expose the conflict of interest between Rallye's debt service and Casino's long-term health.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses a decision tree to map the claim workflow and identifies specific segments (shaded) as MultiPlan's revenue drivers.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
27
Uses a grid-based visual representation to show land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
08
Uses a causal mapping framework to link specific problems (A, B, C) to specific solutions (1, 2, 3).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction1 hit
20
Uses a waterfall-style logic to show how price increases mask customer losses.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
24
Uses a timeline-style flow to illustrate a narrative of board mismanagement and defensive tactics.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
66
The chart uses a waterfall-style logic to show how a 10x price increase is offset by customer losses to result in only 2.5x revenue growth.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
73
The slide uses a process flow to highlight a value-destructive capital allocation decision.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
18
Uses a causal chain framework to link cash-only M&A to negative outcomes.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a visual flow to show the 'leakage' of value (franking credits) caused by the intercompany transfer mechanism.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
51
Uses a process diagram to show the sequence of events leading to the loss of value.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
09
The chart highlights the tracking behavior of Yahoo stock relative to Alibaba's performance post-IPO.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit