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Antagonist Introduction
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Framework
1,111-1,140 of 1,369
08
The slide uses comparative performance data to justify a call for leadership change (Chairman and Lead Independent Director).BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
19
This is a famous slide from Steve Jobs' 2007 iPhone launch presentation, used to contrast the 'smart' phones of the time with the iPhone.Apple | Product Presentation Deck | 185 slides · Apple
Conference presentation Investor relations Beat · Every dayLoop · Golden Circle1 hit
20
This is a famous slide from Steve Jobs' 2007 iPhone launch presentation, used to frame the competition as 'cluttered' and 'hard to use'.Apple | Product Presentation Deck | 185 slides · Apple
Conference presentation Investor relations Beat · Every dayLoop · Golden Circle1 hit
25
This is a famous slide from the 2007 iPhone keynote where Steve Jobs rhetorically asked 'Who wants a stylus?' before dismissing it.Apple | Product Presentation Deck | 185 slides · Apple
Conference presentation Investor relations Beat · One dayLoop · Golden Circle1 hit
03
Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as a villain.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
39
The slide uses a visual timeline of headshots to demonstrate that board 'refreshment' was actually just board expansion.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
41
Uses a visual timeline of headshots to demonstrate lack of board turnover prior to activist involvement.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
42
The slide uses a red dashed box to indicate a director Starboard is seeking to replace.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
46
Uses a contrast-pair framework to highlight the discrepancy between management's claims and the truth.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
65
Uses a case study format to preemptively rebut claims about Starboard's lack of chemical industry experience.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Victory1 hit
01
Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
The slide uses a line chart to visualize the gap between the $60 target and actual stock performance over time.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
11
The slide uses a 'villain' framing to discredit specific board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
59
Uses a contrast-pair structure to frame management as deceptive and the board as incompetent/fooled.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
65
This is a classic activist 'expose contradiction' slide, framing the target's narrative as misleading by providing a counter-example of successful engagement.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
14
The slide uses a red callout box for the thesis and a dashed red box to highlight the most restrictive condition.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
39
Uses a simple process flow to show a violation of law.Pershing Square | Activist Presentation Deck | 63 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
The slide uses a quote from a former employee to validate the activist's thesis.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
44
Uses a series of bulleted arguments to dismantle management's claims regarding revenue and profitability.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
76
The slide uses a strong 'villain' framing by contrasting the nominees' objective financial evaluation against Mr. Armstrong's 'emotional and personal connection'.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
80
Uses a 'before-after' style logic to frame the company's actions as forced by the activist.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
85
The slide uses the 'independent' label in quotes to cast doubt on their alignment with shareholders.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
88
The slide uses a 'villain' framing by questioning the competence and independence of specific board members.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
01
This is the first page of a shareholder letter. It establishes the activist investor's position and the core grievances (poor execution, accountability, culture).LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
02
The slide uses anonymous employee testimonials to build a case against the CEO's leadership and strategic focus.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
07
The slide uses a comparative performance chart to frame the management team as the source of value destruction.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The image of pills on shelves is a visual metaphor for the 'poison pill' defense.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit