slides · global inventory
Diagnostic Test
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 351
Current window 241-270
Pages 12
Rows per page 30
Framework
241-270 of 351
53
The slide highlights EBITDA decline, FX headwinds, leadership turnover, guidance cuts, and high leverage.Multiple holdings (Pershing Square portfolio) · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
The slide uses red highlighting in the table to emphasize negative trends (slowing growth, declining volume, program shutdowns).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
19
Uses Wayback Machine data to compare 2023 vs 2026 metrics.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
08
The slide uses a structured table format to present qualitative arguments against management's track record and project viability.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
13
The slide uses a table-like structure to map specific categories of concern to detailed descriptions.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Includes a testimonial quote from a former SVP to reinforce the 'ticking time bomb' narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
82
The slide uses a list-based diagnostic approach to link operational issues to financial line items.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
147
This slide serves as a diagnostic inquiry list, likely used to pressure management for transparency on underperforming areas.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
34
The slide presents a bearish thesis on AXDX based on primary research (lab surveys) and reimbursement analysis.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
Uses a bracket to link symptoms and causes to a central thesis of fixability.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Aha Moment1 hit
20
Uses a table to expose the lack of investment experience across the board, framing it as a root cause of poor oversight.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
11
Uses red 'x' icons to emphasize negative performance metrics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Peer Benchmark1 hit
89
Uses a vertical timeline-style list to categorize failures by business unit.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
118
Uses a vertical timeline/process visual to list failures.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
21
This is a classic activist investor 'case for change' slide.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Problem Statement1 hit
07
Uses a three-column structure to frame the problem: Assets, Performance, and Valuation.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Problem1 hit
06
This is a classic activist investor 'case for change' slide, highlighting market headwinds, poor capital allocation, and operational underperformance.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
The slide uses a list-based diagnostic approach to frame the company's failures.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
206
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
09
Uses a diagnostic structure to debunk potential explanations for stock performance.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
45
The slide uses a 'problem-solution' structure, identifying specific cost and cultural inefficiencies followed by illustrative initiatives to address them.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
12
This is a page from a formal letter/report by Pamela Jones Harbour.Herbalife, Ltd. (HLF) · David Klafter
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
53
The slide highlights EBITDA decline, FX headwinds, leadership turnover, guidance cuts, and high leverage.Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) · Pershing Square
Activist deck Activist investor 1 hit
19
The slide uses a three-column layout to categorize the problems, with a summary paragraph at the top.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
165
Uses a 'The Conversation' article as a diagnostic framework to critique the subject company.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
29
Uses red arrows to indicate negative trends (downward for performance, upward for turnover).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
07
The slide uses a red color palette to emphasize negative performance and urgency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
19
Uses a three-column layout to categorize the problems.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a red banner motif to highlight negative performance areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
10
The slide uses a list-based diagnostic approach to frame the company's decline.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit