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Antagonist Introduction
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116
The slide uses a negative framing technique to discredit a board nominee's qualifications.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
122
The slide uses a 'villain' framing by specifically calling out the Chairman's tenure and lack of relevant experience as the root cause of the compensation issues.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
130
The slide uses a 'villain' framing to justify replacing a board member.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
133
Section 7 indicator present. Slide 133.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
05
Uses 'X' markers to denote failure points, framing the board as the antagonist.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Problem Identification1 hit
17
The timeline shows a 19-week process. The bottom callout highlights the board's refusal to delay the AGM.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
69
The slide uses a 'lack of' list format to frame the incumbents negatively.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
71
The slide uses strong, accusatory language ('patently anti-shareholder', 'add insult to injury') to frame the Board as acting against shareholder interests.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
08
The slide uses headshots of the new directors to highlight their lack of relevant industry experience (consumer brand, financial services, technology vs. grocery).Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a 'villain' framing for the current board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
41
Uses the Borden Dairy bankruptcy as a negative precedent for current executive hires.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
43
The slide uses a 'villain' framing to justify the removal of specific board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
44
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
45
The slide uses a list of 'x' marks to denote negative attributes of the director.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
42
This slide serves as a transition or summary of the conflict between the activist and the board.Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor 1 hit
16
Uses a timeline-based list alongside a line chart to show the correlation between leadership tenure and ownership dilution.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
17
The slide uses a family tree diagram to imply dynastic control and contrasts it with a quote from a board member admitting the lack of a succession plan.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
18
Uses a process diagram to show the chain of influence from Uchiyama to the appointment of directors and the selection of a law firm for internal investigations.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
19
Uses a timeline to show the delay and specific appointments of law firms as evidence of a lack of independence.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
45
Oasis Fujitec Presentation December 2022Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
59
The slide uses a timeline-style table to show overlapping tenures of individuals from Kitahama Partners at Fujitec.Oasis Fujitec Presentation December 2022 · oasis-fujitec-presentation-december-2022
Activist deck Activist investor 1 hit
04
The slide uses a 'villain' framing by labeling the current directors as the 'Legacy Board' and questioning their competence.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor 1 hit
33
The slide uses a strong accusatory tone to frame the REIT conversion as a 'stalling' tactic.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor Beat · Propose Solution1 hit
40
Includes a table of board members and a pull-quote from a letter to the CEO.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor Beat · Propose Solution1 hit
60
Uses red 'X' icons to emphasize negative points.Oasis Stratus Presentation March 2021 · oasis-stratus-presentation-march-2021
Activist deck Activist investor Loop · Cost Of Inaction1 hit
18
Uses a line chart to visualize the share price drop and bullet points to detail the financial and strategic failures of the deal.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
31
The slide uses a hub-and-spoke style diagram to visualize cronyism in board appointments.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
32
Uses headshots to visualize board composition changes; highlights 'Directors Escaping Election' as a specific tactic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
35
The slide uses a two-column comparison table to list specific failures of the nominee.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
36
The slide uses a two-column table to list specific failures of a board nominee.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit