slides · global inventory
Evidence Matrix
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 335
Current window 91-120
Pages 12
Rows per page 30
Framework
91-120 of 335
23
The slide uses external citations (McKinsey, Forbes, etc.) to validate the macro-environment thesis.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
04
The table uses checkmarks to indicate alignment with board criteria for each candidate.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor 1 hit
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
78
The slide uses a table to align ISS policy criteria with specific company failures to justify a 'for' vote recommendation.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Victory - Achieving Independence1 hit
23
The slide uses a dual-axis chart (bar for store count, line for stock performance) combined with a data table to demonstrate the correlation between refranchising and valuation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
08
The table uses checkmarks to indicate that all four nominees possess the listed skills, except for Board Experience which is missing for Robert.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
46
Includes a disclaimer regarding past performance and a source citation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
08
The table uses checkmarks to indicate that all nominees possess the listed skills, with one exception (Board Experience for Robert).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
41
The slide uses a table to demonstrate historical investment success, specifically highlighting board representation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
61
The slide uses a numbered list to rank performance days and contrasts Trian-driven events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
14
The table uses green checkmarks to indicate expertise. The background color of the rows for current committee members is light red.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
80
The slide uses a 'report card' metaphor to validate the nominees' qualifications.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
40
The slide uses expert quotes to frame the problem of current low utilization and provides a financial impact estimate at the bottom.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
111
The slide uses a checkmark matrix to demonstrate the superior qualifications of the proposed slate.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit
88
The slide uses a 'problem-solution' framing where the asset quality is the 'good' and the operational execution is the 'bad' (the problem to be solved).Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
This slide acts as a summary/closing page for an activist campaign deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
104
The slide uses a biographical case study to establish credibility for a nominee.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
111
The table uses a visual legend (circles with varying fill) to denote levels of expertise.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
29
Uses customer reviews as evidence of operational failure in distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
26
Uses peer testimonials and analyst quotes to contrast with Capricorn's inaction.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
Uses testimonials to reinforce the quantitative data regarding low renewal rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses a bulleted list to detail specific financial and operational wins, followed by a red-text callout to frame the current board as an obstacle.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
21
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a checkmark matrix to demonstrate that all four nominees possess all listed qualifications.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
41
The table categorizes investments into 'Core Trian Investments' and 'Other Trian Investments', highlighting board representation with asterisks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
55
Includes detailed financial table and a comparative bar chart of shareholder returns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
58
Uses historical performance data to validate the activist's proposed management strategy.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
46
The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
24
The table uses red shading to indicate negative values (market share loss).The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
92
Includes a direct testimonial from Mike Weinstein.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit