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Antagonist Introduction
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Uses visual metaphor to undermine the credibility of the opposing activist.Ancora RB Ritchebros Presentation February 2023 · ancora-rb-ritchebros-presentation-february-2023
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
55
The chart uses a dashed box to highlight the 4Q22 peak as a reference point for stagnation.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
93
Uses a color-coded matrix to contrast the qualifications of the nominees.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
94
Uses media clippings as evidence of personal bias/animus.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
96
The slide uses a red dashed line to emphasize the downward trend and a callout to quantify the performance failure.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
108
The slide includes a screenshot of a page from a Disney presentation (page 45) to support the argument.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
13
Uses negative framing to discredit a board nominee.Blockbuster Video | Activist Presentation Deck | 24 slides · Gregory S. Meyer
Activist deck Activist investor 1 hit
14
The slide uses a bulleted list to present a series of negative historical actions to undermine the credibility of a board member.Blockbuster Video | Activist Presentation Deck | 24 slides · Gregory S. Meyer
Activist deck Activist investor Beat · Villain Critique1 hit
16
The slide frames the activist's proposal as 'moderate' to preempt concerns about a hostile takeover or control grab.Blockbuster Video | Activist Presentation Deck | 24 slides · Gregory S. Meyer
Activist deck Activist investor 1 hit
19
This slide serves as a 'precedent' or 'I told you so' slide, common in activist investor decks to establish credibility and expose management's past strategic failures.Blockbuster Video | Activist Presentation Deck | 24 slides · Gregory S. Meyer
Activist deck Activist investor 1 hit
01
The use of the Pinocchio character is a direct ad hominem attack/metaphor for dishonesty.Disney | Shareholder Engagement Presentation Deck | 20 slides · Disney
Activist deck Investor relations Beat · Situation & Context1 hit
09
Uses a grid layout to contrast claimed skills against historical performance data and news clippings.Disney | Shareholder Engagement Presentation Deck | 20 slides · Disney
Activist deck Investor relations Beat · Evidence & ProofLoop · Iceberg1 hit
10
Uses external media quotes to validate the claim of a personal vendetta.Disney | Shareholder Engagement Presentation Deck | 20 slides · Disney
Activist deck Investor relations Beat · Evidence & Proof1 hit
02
This is a classic 'villain critique' slide used in activist defense decks to frame the activist as an outsider who doesn't understand the business.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations 1 hit
34
The slide uses a 'villain' framing to discredit activist nominees by listing specific negative attributes and past performance issues.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
38
Disney | Shareholder Engagement Presentation Deck | 66 slidesDisney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
43
Uses red X icons for negative points and green checkmarks for positive endorsements/quotes.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
44
The slide uses a 'villain' framing technique to discredit the activist nominees by highlighting their personal history and past professional failures.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
59
Uses red 'x' icons to denote negative attributes for each nominee.Disney | Shareholder Engagement Presentation Deck | 66 slides · The Walt Disney Company
Activist deck Investor relations Beat · Solution (Provide relief)1 hit
14
The slide uses the 'villain' framing by associating current board members with poor performance metrics (discount to NAV).Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
18
Uses a three-column layout to present specific instances of alleged misconduct.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
56
The slide uses a 'villain critique' style to frame the company's marketing strategy as a potential weakness or distraction.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
20
Uses a 2x4 grid to present a chronological narrative of governance failures.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
23
Includes a specific voting instruction call-to-action at the bottom.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
40
Uses a grid layout to present specific failure cases for five distinct Disney-owned brands.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
49
Uses a three-column layout to categorize the critique of the Disney Board.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
65
Uses a 'villain critique' style to highlight conflicts of interest and lack of accountability in corporate governance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
73
Uses a table-like structure to present historical performance data for a specific board member.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
119
The slide uses a 'villain' framing (Universal) to create urgency for the activist's demand (Disney CapEx transparency).Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
This slide is part of a defense/rebuttal presentation by Yahoo! against a Microsoft acquisition attempt.Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides · Yahoo
Conference presentation Investment bank Beat · Problem & Complication1 hit