Matching slides 2,772
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Framework: CEO Quote Contradictionclear collectionreset all

Framework

2,341-2,370 of 2,772

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03
This is a page from a shareholder letter by Bluebell Capital Partners, using a numbered list format to highlight management failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
This is a page from an activist investor letter (Bluebell Capital Partners) critiquing BP's governance and financial credibility.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In1 hit
03
This is a text-heavy slide from a presentation by David Einhorn (Greenlight Capital) regarding Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
24
Uses a 'before-after' style juxtaposition of the company's claim vs. the reality of the cited analyst reports.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Monster1 hit
32
Uses a bar chart to contrast a CEO quote/promise against actual performance data.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
36
Uses red boxes to highlight the contradiction between management's stated intent and the final transaction price.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
45
Uses a red arrow and dashed circle to highlight the discrepancy between the company's cherry-picked data and the full report.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Struggle1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight past management over-promising.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Voice Of Customer1 hit
50
Uses a 'before-after' style contradiction to highlight management failure.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
09
Uses red callout boxes to highlight specific deceptive practices in the chart.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a red dashed oval to highlight the 'organic growth' and 'no M&A' claims as part of an activist campaign to expose broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
24
Uses a 'before-after' or 'expose' style layout where the company's own source material is used against them.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
35
Uses a waterfall chart to illustrate potential value creation per share.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
36
Uses red text and boxes to highlight the contradiction between management's promises and the final outcome.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
43
Uses a timeline from a Huntsman investor deck as the primary evidence to be debunked.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
48
Uses a 2007 CEO quote to contrast with 2021 data.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
55
Uses a 'rising tide lifts all boats' metaphor to undermine the company's narrative of superior execution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
11
Uses a red arrow to visually connect the chart to the contextualizing bullet points.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
38
Uses a quote from a Barclays analyst to validate the critique of the company's strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
06
The slide uses a 'vs.' structure to draw parallels between Enron and Valeant, implying a pattern of behavior.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose Contradiction1 hit
06
Uses a hub-and-spoke diagram to show the duality of the company's messaging.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter1 hit