slides · global inventory
Argument From Analogy
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 521
Current window 241-270
Pages 18
Rows per page 30
Framework
241-270 of 521
77
The slide uses a 'precedent' argument to validate the proposed operational and structural changes for Darden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
194
Uses callout boxes to validate strategic pillars with historical success stories.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
238
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
75
Uses precedent-based argumentation to validate a potential revenue stream.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
26
This is a page from a legal/shareholder letter document, specifically focusing on the interpretation of planning conditions.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor 1 hit
288
The slide includes a financial projection table and a list of strategic benefits of scale, using Comcast as a precedent.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
08
This is a page from a shareholder letter, likely from Elliott Management, arguing for a sale of Alexion.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
108
Uses BlackRock Solutions as a precedent for BNY Mellon's potential strategic pivot.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
39
The slide uses a 'precedent' structure to justify a strategic shift for Toyota Industries Corporation (TICO).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
78
The slide uses a V-shaped recovery pattern as an analogy for a future investment thesis.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
03
The slide uses a narrative case study to draw a parallel to the current topic.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
20
The slide uses a 'sum-of-the-parts' logic to imply that the core airport land covers the entire company valuation, making the remaining land 'free'.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
02
This is a text-heavy press release slide outlining the investment thesis for Land and Buildings' activist campaign against MGM.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer1 hit
14
Includes a list of legal precedents followed by a case study table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
15
Uses Alexandria as a cautionary precedent for Welltower's current strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
01
This is the first page of a shareholder letter from Third Point to The Walt Disney Company.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
The chart illustrates P/E multiple expansion for Microsoft and Adobe between 2010 and 2020 to support the argument for subscription-based business models.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
05
The slide uses historical M&A data to justify the thesis that a sale would unlock value through synergies.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
71
Uses Beiersdorf as a precedent for management replacement to restore investor confidence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
71
Uses Beiersdorf as a historical precedent for turnaround.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
This is a page from an activist investor letter (likely from Seth Fischer of Oasis Management) to Satoru Iwata.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
29
The slide uses a combination of bulleted arguments and an expert testimonial to build a case against the business model.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
03
This is page 3 of a shareholder letter, likely from an activist investor (Starboard Value or similar) opposing the BMY-Celgene merger.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
08
The slide uses a comparative analysis of Dollarama's historical performance to justify a valuation upside for Dollar Tree.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
07
The slide uses a historical analogy (Baxter 2015) to build credibility for the proposed Nestlé strategy.Nestlé S.A. (NESN) · Third Point
Shareholder letter Activist investor Beat · Resolution1 hit
31
Uses a precedent-based argument (Heinz) to justify a specific demand for State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
71
Uses an analogy to Kodak to frame Viacom's strategic failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit