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Framework: Before After Framingclear collectionreset all

Framework

961-990 of 3,642

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The slide uses a before-after pie chart comparison to illustrate business transformation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
74
The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
92
The green box highlights the period starting from David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
93
The chart compares two metrics (Backlog vs Unfunded Losses) over time to demonstrate risk reduction.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
97
The chart illustrates a strategic shift in contract mix during David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
99
The slide uses a visual connection (dashed lines) to emphasize the growth of the Urban Solutions segment slice.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
23
Uses a before-after framing to contrast current disaster with future hopelessness.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
03
Uses a 'before-after' style comparison for three distinct time periods to demonstrate a pattern of failure.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
10
The slide uses arrows to visually emphasize the decline between the two data points for each year.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
11
The slide uses a line chart to contrast 2013 analyst expectations (blue) with actual/revised performance (red).athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Monster (Unsustainable growth assumptions)Loop · Pattern Hunter1 hit
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The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
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Uses a stacked bar chart to contrast company claims vs. analyst estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
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Slide 1
This is a transcript-style slide detailing a post-mortem of an investment decision.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide uses a 'before-after' or 'problem-solution' framing across three key pillars.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a 'before-after' logic to justify the proposed operational and financial improvements.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
Uses a numbered list to structure five distinct areas of investor concern.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses stacked bar charts to illustrate business mix transformation.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Uses historical data to argue for the benefits of corporate spin-offs.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
50
The slide uses a before-after framing to contrast Sony's performance in two distinct console cycles.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
51
Shows revenue composition change over time, highlighting the impact of PS4 launch and PS Plus.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a stacked area chart for revenue mix and a line chart with vertical cycle markers for operating margins.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The slide uses a 'before-after' logic to highlight the delta between actual performance and potential performance.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
43
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
09
The slide uses a standard Bloomberg terminal export format to highlight poor stock performance.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
31
The slide uses a bar chart to visualize the profit growth and tables to show revenue and margin expansion.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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The slide uses stock price data to argue that the market viewed a potential merger as value-accretive for both parties.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
09
The slide uses a 'before-after' framing to contrast management's self-reported growth metrics.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
21
The slide uses a before-after comparison to frame the company's underperformance for shareholders.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit