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The slide uses a classic activist investor thesis structure: strong fundamentals + valuation gap = upside.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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The slide uses a split-layout with a dark sidebar for key facts and a white main area for clinical data and trial design.ATAI | Investor Presentation Deck | 49 slides · atai Life Sciences
Pitch deck Investor relations 1 hit
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Barclays | Investment Banking Pitch Book | 40 slidesBarclays | Investment Banking Pitch Book | 40 slides · Barclays
Consulting deck Investment bank 1 hit
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This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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Disney | Investor Presentation Deck | 12 slidesDisney | Investor Presentation Deck | 12 slides · The Walt Disney Company
Conference presentation Investor relations 1 hit
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The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
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The slide uses a classic activist investor structure: market performance, management critique, board accountability, and a proposed path to value.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The Call1 hit
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The slide uses a table-based framework to compare proposed changes across three entities: Mobis, HMC, and Kia.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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This slide serves as the primary thesis statement for the activist campaign.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor 1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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This is a formal activist investor letter. The content focuses on the gap between management's stated aspirations and actual financial delivery.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a text-heavy slide acting as an executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
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The slide uses a combination of big-number metrics and a grouped bar chart to illustrate current scale versus future potential.F45 | SPAC Presentation Deck | 52 slides · F45
Pitch deck Investment bank Beat · ProblemLoop · Golden Circle1 hit
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Goldman Sachs | Investment Banking Pitch Book | 66 slidesGoldman Sachs | Investment Banking Pitch Book | 66 slides · Goldman Sachs
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
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The slide uses a structured table format to present arguments across four distinct sections.Icahn Enterprises | Activist Presentation Deck | 44 slides · Icahn Capital LP and Deason Capital Services, LLC
Activist deck Activist investor Beat · The Monster1 hit
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The slide uses a classic activist 'problem-solution' structure.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
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Moelis & Company | Investment Banking Pitch Book | 31 slidesMoelis & Company | Investment Banking Pitch Book | 31 slides · Moelis & Company
Consulting deck Investment bank Beat · Situation & Context1 hit
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The slide uses a structured list format to present three core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
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The chart is a waterfall-bridge hybrid showing revenue growth and operating profit margin progression.NNIT | Mergers and Acquisitions Presentation Deck | 11 slides · NNIT
Conference presentation Investment bank Beat · SolutionLoop · Why Now1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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The slide uses a three-column structure to frame the activist thesis: Assets, Problems, and Proposed Solution.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
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This slide uses a classic activist 'Problem-Opportunity-Solution' structure.Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
05
This is a classic activist 'thesis' slide, framing the problem (undervalued) and the solution (new board, operational plan).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
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The slide uses a two-column layout to contrast the 'Why' (thesis) with the 'How' (priorities/plan).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
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Tesla | Mergers and Acquisitions Presentation Deck | 35 slidesTesla | Mergers and Acquisitions Presentation Deck | 35 slides · Tesla
Conference presentation Investment bank Beat · Situation & Context1 hit
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This is a classic activist investor thesis summary slide.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide outlines the core thesis for an activist campaign against Campbell Soup Company.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
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This is a classic activist investor 'Situation Overview' slide, framing the company as undervalued and poorly managed to justify intervention.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)1 hit