slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 91-120
Pages 38
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Framework
91-120 of 1,114
57
Uses a 4-column comparison table to systematically dismantle management's stated goals.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
76
Uses a timeline framework to contrast Disney's narrative with Trian's experience.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a quote from a 10-K to point out a potential conflict or unusual practice in credit rating methodology.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
49
The slide uses a satirical cartoon to frame the argument that the company's stated reserves are inadequate compared to projected losses.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
51
The slide uses a skeptical tone to question the company's accounting assumptions regarding Puerto Rico exposure.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
20
Uses brand logos and product imagery to illustrate the small scale of divestitures relative to the company's total portfolio.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
Uses a 'before-after' style logic to show the gap between potential and actual margins.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The slide uses a bar chart to visualize the disparity between total expenses and the small amount of savings identified.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
Uses red dashed lines to visually anchor the 2018 peak performance against subsequent years.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
26
Uses a rhetorical question in a callout box to frame the contradiction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
29
The slide uses a stacked bar chart to break down compensation components and a bridge-style comparison to show the delta between actual and proposed pay.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
30
Uses a comparison table to contrast FY 2019 targets with current targets to show the strategic pivot.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
11
Uses a 'before-after' style logic to debunk current claims by citing historical precedent.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
37
Uses a three-column comparison structure to highlight historical inaccuracy of incumbent board rhetoric.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
88
Uses a 'before-after' style comparison to highlight the disconnect between company performance and executive compensation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
12
The chart uses a dual-axis line/scatter hybrid to contrast stock price (blue) with EPS (red).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter1 hit
22
The slide uses a 'before-after' style logic to contrast headline performance with underlying operational reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
53
The slide uses a 'before-after' or 'divergence' framing to highlight operational underperformance masked by revenue mix.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
17
The slide uses a 'before and after' framing to demonstrate that initial resistance from management turns into positive collaboration.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
37
Uses a comparison table structure to highlight contradictions in corporate messaging.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
38
The slide uses a 'before-after' style logic to highlight the lack of impact of a strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
39
Uses a 'before-after' framing to demonstrate lack of progress or repetitive management cycles.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
76
The slide is used to argue that P&G's leadership is insular by showing that almost all top executives have spent their entire careers at the company.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
85
The slide uses a comparison of TSR percentiles vs bonus payouts to demonstrate a misalignment between pay and performance.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
12
Uses a combination of bar charts to show growth in scale (AUCA, Net Revenue) and shift in revenue mix (Net Interest vs Servicing Fees).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a dual-chart layout to contrast EPS decline with compensation growth.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
14
Uses 2006PF (pro forma) as a baseline for comparison against 2010 data.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
16
The slide uses a 'before-after' style comparison of financial metrics to critique management's inability to rationalize costs.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit