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Villain Critique
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61-90 of 90
18
Includes a testimonial/quote from a former SVP to validate the critique.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
86
Includes two testimonial quotes from a 'Former VP Business Transformation' to support the argument.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
01
This is a classic short-seller 'thesis' slide, framing the company as a 'villain' with a flawed business model.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Executive Summary1 hit
47
Uses comparative performance data to discredit the nominees' track records.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
17
Uses a combination of a bar chart for capex and a comparison of spend vs. valuation to highlight value destruction.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Loop · The Reveal1 hit
33
Uses a bridge chart to connect operational cost overruns to NAV destruction.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
22
The slide uses a combination of quantitative performance data and qualitative 'villain' quotes to frame Southwest's cost management as a failure.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
10
Uses a red circle annotation to highlight ExxonMobil's low ranking in the chart.Engine No. 1 | Activist Presentation Deck | 25 slides · Engine No. 1
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
01
The page serves as a digital hub for an activist investor campaign.Southwest Airlines (LUV) · Elliott Investment Management
Press release Activist investor 1 hit
02
The slide combines a nominee gallery with a 'villain critique' section regarding the incumbent board's recent actions.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
36
The slide uses a 'villain' framing by comparing Archer to Nikola, implying potential fraud or over-promising.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
47
The slide uses a 'villain' framing by comparing Archer to Nikola, implying fraudulent or incompetent behavior.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
61
Uses a 'villain' framing technique by comparing Archer to Nikola (a known fraud case) and contrasting their testing environments.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
20
The slide uses a 'villain critique' approach to undermine the company's brand image by highlighting systemic ethical and operational failures.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
02
The slide uses a 'villain' framing, characterizing the subject as a 'low-quality payments provider masquerading as the next big thing'.Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller Beat · The Monster1 hit
10
Uses a table format to contrast key governance elements with specific failures.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor Beat · Problem1 hit
08
Uses a 'villain_critique' approach to frame the target company as a value-destroying entity.Nano Dimension | Mergers and Acquisitions Presentation Deck | 12 slides · Nano Dimension
Activist deck Investment bank Beat · Agitate1 hit
09
The slide uses a combination of a stacked bar chart for analyst ratings and a line chart for share price performance to illustrate the 'villain's' (3D Systems) poor track record.Nano Dimension | Mergers and Acquisitions Presentation Deck | 12 slides · Nano Dimension
Activist deck Investment bank Beat · Agitate1 hit
10
Uses a combination of a donut chart for ownership and bar/line charts for financial performance to discredit the target company.Nano Dimension | Mergers and Acquisitions Presentation Deck | 12 slides · Nano Dimension
Activist deck Investment bank Beat · Agitate1 hit
07
The slide uses a waterfall-style bar chart to visualize cumulative negative returns over time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
42
Uses a turtle metaphor to imply slow progress and burning money icons to emphasize capital destruction.Sarissa Capital | Activist Presentation Deck | 109 slides · Sarissa Capital
Activist deck Activist investor Beat · Agitate1 hit
11
Uses a visual metaphor of a crumbling, lightning-struck building to represent the 'hodgepodge' business structure.Sarissa Capital | Activist Presentation Deck | 36 slides · Sarissa Capital
Activist deck Activist investor Beat · The Monster1 hit
28
Uses a comparative bar chart to highlight JetBlue's disadvantage in destinations, passenger volume, and unit costs (CASM) compared to the proposed combined entity.Spirit | Mergers and Acquisitions Presentation Deck | 29 slides · Moelis & Company
Conference presentation Investment bank 1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a red bar for 'Today' to emphasize the current low valuation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
18
Uses 'FAIL' stamps as visual callouts for the two main critique pillars.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
114
The slide uses a 'villain' framing to critique management's lack of strategic clarity.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
The chart uses a waterfall-style layout to show negative deviation from a baseline (0).ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
44
Uses a combination of bar chart, table, and rhetorical questions to highlight a strategic gap.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit