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07
The chart uses a 'waterfall' style layout to show the distribution of returns, with Peloton highlighted in red at the extreme left.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
33
Uses a direct quote from the company's 10-K to expose management failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
34
Uses quotes from the CEO and internal officers to build a case for nepotism and poor governance.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
36
The slide uses a bar chart to visualize the percentage of economic interest pledged by specific executives and directors.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
37
Uses external media headlines as evidence of internal failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
48
The slide uses the 'WITHHOLD' recommendations as evidence of board failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
49
Uses a news article screenshot as a credibility anchor.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
51
The slide uses a bar chart to visualize the percentage of shares pledged against a 40% policy limit, visually calling out John Foley.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
52
Uses a bar chart to show the gap between economic interest and voting power, and a grouped bar chart to show the impact of excluding executive votes on shareholder support.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
15
Uses news clippings and quotes to build a narrative of financial instability.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
Uses a bar chart to highlight Peloton's outlier status in CEO compensation.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
27
Uses external media quotes to undermine company claims of innovation.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
Uses a screenshot of a news article as primary evidence to support the activist thesis.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
26
The slide uses a combination of a scatter plot (Bloomberg transition scores) and a dot plot (CapEx share) to visualize the gap between ExxonMobil and its peers.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
29
The chart is a variation of a waterfall or marimekko chart showing capital expenditure width vs IRR height.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
Uses a line chart to visualize the gap between corporate claims and climate science pathways.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses a line chart to compare two different company reports (2020 vs 2021) to highlight data revisions and poor performance trends.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
Uses a combination of historical quotes and a critical external source to highlight the gap between corporate messaging and operational reality.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
81
The slide uses a line chart to visually demonstrate that ExxonMobil's projections (highlighted in a red box) are consistently lower than those of IEA, OPEC, BP, and BNEF.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor 1 hit
18
Uses a timeline framework to highlight a pattern of broken promises and misleading communication.Icahn Enterprises | Activist Presentation Deck | 65 slides · CAWS
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
27
The slide uses a 'villain' framing by accusing the board of using excuses to avoid ESG commitments.Icahn Enterprises | Activist Presentation Deck | 65 slides · CAWS
Activist deck Activist investor 1 hit
28
Uses external media coverage (Bloomberg and HSUS blog) as evidence of contradiction.Icahn Enterprises | Activist Presentation Deck | 65 slides · CAWS
Activist deck Activist investor 1 hit
29
Uses a GFI scorecard table to highlight McDonald's laggard status.Icahn Enterprises | Activist Presentation Deck | 65 slides · CAWS
Activist deck Activist investor 1 hit
50
The slide uses a stacked bar chart and a pie chart to visualize the time breakdown of a sow's breeding cycle.Icahn Enterprises | Activist Presentation Deck | 65 slides · CAWS
Activist deck Activist investor Beat · Solution1 hit
27
Uses pie charts to visually demonstrate the similarity in market share outcomes.jetBlue | Mergers and Acquisitions Presentation Deck | 37 slides · jetBlue
Activist deck Investment bank Beat · Solution1 hit
17
Uses a 'Fiction vs Fact' structure to preemptively rebut JetBlue's claims.Spirit | Mergers and Acquisitions Presentation Deck | 29 slides · Moelis & Company
Conference presentation Investment bank Beat · Solution (Provide relief)1 hit
18
The chart uses a shaded area to represent the spread between the offer price and the market price, visually emphasizing the lack of market confidence.Spirit | Mergers and Acquisitions Presentation Deck | 29 slides · Moelis & Company
Conference presentation Investment bank Beat · Solution (Provide relief)1 hit
08
The slide uses a combination of bar charts to demonstrate market dominance and high revenue potential in the Northeast, specifically highlighting the importance of the Florida market.Spirit | Mergers and Acquisitions Presentation Deck | 43 slides · Spirit
Conference presentation Investment bank Beat · ComplicationLoop · Iceberg1 hit
61
The slide uses a callout-style diagram to link specific survey flaws to the company's survey text.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
63
The slide uses a callout box to pivot from the board's refusal to a direct question about shareholder intervention.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit