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Matching slides 591
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Framework
91-120 of 591
53
The slide uses a three-part structure to justify the investment thesis in the 'Experiences' vertical.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
56
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
17
The slide uses three distinct chart types (bar, bar, and combo bar/line) to support a thesis about the growth potential of the 'Experiences' vertical.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
20
This is a transition or thesis slide in an activist investor presentation.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
16
Includes market size projections and specific market share/positioning metrics by service line.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
21
The slide uses a stacked bar chart to show the composition of R&D spend and a list format to detail the benefits of specific technology initiatives.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
06
This slide is a classic activist defense rebuttal targeting an opponent's valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
67
The chart illustrates the 'J-curve' of speculative investments, showing deep negative cash flow before projected breakeven.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
40
The slide uses a split-layout to contrast the brand portfolio with the investment thesis.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
04
This is a classic activist investor 'vote no' slide, framing the deal as a bad trade and highlighting the discrepancy between the offer price and the underlying asset value.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
05
This is a text-heavy shareholder letter page from an activist investor campaign.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
11
The chart uses a grouped bar format to show performance across 1-Year, Since Omni Announcement, 3-Year, and 5-Year windows.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Expose Contradiction1 hit
99
This slide serves as a concluding summary for an investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
100
The slide uses a 'Putting It All Together' header to synthesize previous analysis into a core problem statement.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
154
The slide uses a bar chart to compare current fuel efficiency against a peer benchmark and a projected target.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
04
The chart uses a waterfall-style bridge to illustrate the jump from historical 2% CAGR to a projected 15% CAGR.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
59
The slide uses a 'build-up' logic to justify a market growth thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
85
Uses Openwork employee quote to support the thesis of under-investment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
04
The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
08
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
31
The slide uses a thesis-style headline to attribute margin growth to operational improvements.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
13
The slide uses a table to detail specific executive compensation figures over a 3-year period to support the argument of misalignment.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
06
The slide uses a 'problem-solution' structure to critique current MLP management and propose an 'All-In' dropdown strategy.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
The slide uses a strong negative framing ('Disappointing') to interpret the financial data.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
The slide uses a trend arrow to emphasize the growth trajectory.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
25
The slide uses a Bloomberg terminal screenshot to establish the stock price stagnation.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
47
General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
13
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit