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Antagonist Introduction
Framework collection for the active corpus filters, with each row opening the slide detail view.
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Framework
121-150 of 1,369
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The slide uses a series of pull-quotes from financial analysts to build a case for competitive pressure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
36
The slide uses a numbered list format to present a series of grievances against the company's leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
53
The slide uses a numbered list format to present a series of grievances against the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
78
Uses headshots and arrows to link actions to individuals, with '???' used to imply missing accountability for certain actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
12
Uses a classic activist 'failure' narrative structure to build a case for board change.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
Uses a quote from Piper Jaffray to reinforce the critique of management execution.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
17
Uses press headlines to establish the 'villain' narrative regarding poor investment decisions.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
The slide uses a quote from UBS to validate the activist's critique of the acquisition strategy.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
24
Uses a visual metaphor of a kitchen fire to represent operational issues.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter, serving as a cover and executive summary.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
64
The slide uses a pun on the company name 'Epic' to frame them as the 'villain' or obstacle in the investment thesis.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
86
The slide uses a quote to frame Epic as a 'villain' or obstacle to modern healthcare interoperability.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
59
The slide uses a video clip as a primary piece of evidence to frame the CEO's stated intentions as a business risk.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
23
Uses visual red 'no' symbols over images of Martin Shkreli and a Valeant executive to establish a negative archetype.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
108
The slide uses the 'villain_critique' pattern to suggest that insider selling is a negative signal about the company's future prospects.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit
67
The slide uses a 'bait and switch' framing: acknowledging a positive asset (WaterColor) only to dismiss its future financial relevance.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
62
The slide uses a simple logo-grid to frame the competitive landscape.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
The slide uses a numbered list format to present a clear, punchy argument for change.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
78
Uses headshots and arrows to create a direct link between actions and individuals, with '???' used to imply missing accountability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
06
The slide uses a 'villain' framing, attributing poor stock performance to 'subpar execution' and 'lack of faith'.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
05
The slide uses a bar chart to visualize EBITDA erosion and includes callouts to highlight management's contradictory statements.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
09
This slide serves as a historical precedent for Trian's activist strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
12
The chart highlights specific corporate events (divestitures/acquisitions) against the stock price timeline to illustrate the lack of value creation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
20
This slide frames the company's strategic initiative as a failure, using the 'distraction' narrative to justify activist intervention.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
26
Uses a 'villain' framing by contrasting P&G's excuse (currency) with peers who performed better despite similar/worse currency impacts.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
65
The slide uses a bracketed categorization (Gave Up / Struggling) to frame the M&A history as a failure of core capability.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
73
The slide uses a 'problem-solution' structure, identifying the 'insular culture' as the villain/problem and proposing specific hiring and succession goals as the solution.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
13
The slide uses a 'ripped paper' visual effect for the quote box.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit