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 151-180
Pages 38
Rows per page 30
Framework
151-180 of 1,114
07
The slide uses a comparison table to highlight peer expansion projects as a counter-argument to JANA's valuation logic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
41
Uses company-provided sensitivity analysis to contrast with actual stagnant performance.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
51
Uses a bar chart to highlight the performance gap between BK and a peer.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
58
The slide uses a waterfall chart for the 2011-2014 roadmap and a table to compare CAGR metrics across three time periods to highlight the lack of strategic change.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
59
The slide uses a 'Flat' vs 'Normalized' comparison for 2017 to highlight the lack of ambition in management's guidance.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
64
The slide uses a table to contrast CAGR figures, highlighting that the 'Flat Scenario' implies higher expense growth than the 'Normalized Scenario', which contradicts standard financial modeling expectations.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
68
The slide uses a bar chart with dashed boxes to represent growth ranges, highlighting the gap between BK and State Street.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
88
The slide uses a visual contrast between 'Legacy BK Markets' and 'Future Growth Markets' to highlight the company's under-ambitious targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
109
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
148
The slide uses the long tenure of the leadership team to imply stagnation or lack of fresh perspective.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
16
Uses a process flow to highlight a discrepancy in corporate governance disclosures.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
24
Uses a series of testimonials/quotes to frame the company's position as dishonest or lagging.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
01
This is a newsletter/research note page. It uses a 'This Is Spinal Tap' reference to frame the disconnect between Icahn and the eBay board.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
34
The slide uses a 'Promise vs. Failure' structure to build a case for management incompetence or lack of accountability.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
21
Uses a screenshot of the company's own presentation as a 'villain' exhibit to expose a contradiction.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a 'Correcting the Narrative' table and a 'True PSX Trading Value' waterfall chart to discredit management's accounting.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
The slide uses a three-column comparison structure to systematically dismantle specific corporate claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
Uses a stock performance chart to illustrate the 'cost' of poor management accountability.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
02
The slide uses a timeline to frame the company's actions as a reactive and opaque response to shareholder pressure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
22
The slide uses a rhetorical question and a 'no' symbol to emphasize the contradiction between performance and pay.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
26
Uses a 'Board is mistaken' framing to directly challenge management's stated incentive philosophy.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a line chart to visualize the timing of repurchases relative to major stock price drops caused by poor earnings and weak guidance.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
Uses a before-after comparison of stacked bar charts to expose data manipulation.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
12
Uses a scatter plot to contrast SE CEO pay against peers, with annotations highlighting the contradiction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
11
The slide uses a 'list of quotes' to set up a future contradiction between management's claims and actual performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
30
The slide uses a table of GIS companies, a map of dealer footprints, and a website screenshot to prove the contradiction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
37
Uses a table to demonstrate that sourcing from competitors is common industry practice.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit