slides · global inventory
Precedent Analysis
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155
The slide uses a green arrow to visually quantify the 63% outperformance gap between Amgen and BMY.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
06
Uses two case studies (CP and CSX) to demonstrate the efficacy of PSR implementation and board reconstitution.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
38
The slide uses a historical case study to argue that Meta's platform power is a existential risk to the target company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
16
Uses a precedent (INFN) to predict a negative outcome for the target (QS).QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
19
The slide uses historical Japanese economic data as a cautionary tale or precedent for current economic conditions.Sequoia Capital | Market Presentation Deck | 56 slides · sequoia-capital
Conference presentation Investor relations 1 hit
56
The slide highlights a precedent for cost reduction, specifically citing GE's 2014 investor presentation.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit