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slides · global inventory

Expose Contradiction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,114
Current window 1-60
Pages 19
Rows per page 60
Framework: Expose Contradictionclear collectionreset all
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Framework

1-60 of 1,114

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132
Uses a combination of bar chart for spend and line chart for traffic to highlight the inverse relationship.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
164
Uses a combination of anecdotal evidence (cookbook quote) and quantitative data (Yelp reviews) to frame management as incompetent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
06
Uses a before-after framing to highlight a valuation disconnect.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
03
This is a page from an activist investor letter (Elliott) criticizing Phillips 66 management and board structure.Phillips 66 (PSX) · Elliott Investment Management
Shareholder letter Activist investor Beat · AgitateLoop · The Reveal1 hit
06
The slide uses a combination of historical performance data and forward-looking capacity analysis to question management's capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
21
Uses a waterfall-style comparison to show how the 'minority' calculation is manipulated to lower the threshold.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to highlight the discrepancy between director stock sales and current holdings.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
29
Uses highlighting to draw attention to repetitive phrases like 'streamline' and 'reduce cost structure'.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
40
The slide uses a dashed line to represent 2015 revenue as a baseline for comparison.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
91
Uses a visual comparison between a grid of SCC products and a question mark circle representing the neglected SBM segment.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
16
Uses a stacked bar chart to visualize the 'add-back' of restructuring costs to create an illusion of cash generation.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor 1 hit
20
Uses a stacked bar chart comparison to illustrate the shift in valuation components.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
26
Uses a table to show product failures/delays and a timeline to visualize the unrealistic launch cadence required.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
71
Uses a screenshot of a Bristol-Myers slide to expose the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
85
The slide uses a bar chart with a red arrow to highlight the 59% delta between the two figures.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
88
The slide uses a red dashed circle to highlight the 'Average Expected Revenue Per Product' metric as the key point of contention.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
92
The slide uses a chronological sequence of screenshots to demonstrate the degradation of management's pipeline transparency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
95
Uses a side-by-side comparison table to highlight the gap between internal management hype and external analyst skepticism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
149
The slide uses a 'before-after' or 'contradiction' framing to suggest management was previously evasive about M&A interest.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
185
The slide uses a 'Total Nearer-Term Expected Product Launches' calculation to highlight the lack of pipeline depth.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
191
Uses a timeline visual to contrast historical performance (3 launches in 15 years) with projected performance (10 launches in 8 years).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses red dashed boxes to highlight specific data points for comparison between 2009 and 2013/2014.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
36
Uses analyst quotes to contrast market sentiment with the company's current situation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a table to highlight the lack of new leadership, framing the current management as 'the same team' that oversaw the business previously.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
The slide uses a dual-chart layout to highlight the divergence between capital allocation and performance metrics.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
61
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
84
Uses dual-axis charts to show that despite scaling, margins remain flat.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
03
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Golden Circle1 hit
58
The slide uses market performance data to argue that management failed to capitalize on a high-value asset, contrasting PSX performance with the strong performance of midstream peers.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
65
Uses a series of five identical text blocks from proxy statements to show the Board's repetitive, non-responsive stance over nearly a decade.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
75
Uses a 'Company Claim' vs 'Reality' framework to systematically dismantle management's arguments.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
105
Uses a 'Claim vs Reality' framework to systematically dismantle corporate messaging.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
112
Uses a dual-chart layout to contrast throughput scale with TEV/EBITDA multiples.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
116
Uses a 'Claims vs Reality' structure to debunk a specific legal argument made by the target company.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
120
Uses a 'Claim vs Reality' framing to discredit board nominees.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
37
The slide uses a 'villain' framing for Phillips 66, highlighting their lack of disclosure as a failure of accountability.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
18
Uses a 'box' to isolate the opponent's text for direct refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
20
The slide uses a 'preempt_rebuttal' structure by quoting the opponent's letter and then providing a direct factual refutation.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
21
The slide uses a red-bordered callout box to quote the opposing party's argument before systematically dismantling it.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
33
Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
61
The slide uses a rhetorical question at the bottom to challenge the Board's governance.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
81
The slide uses a 4-column table to contrast Starboard's suggestions against AOL's past and present statements, highlighting the shift in strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
Uses a comparison between actual DSP performance and hypothetical SiTel margins to illustrate the opportunity cost of R&D spending.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
The chart on the right uses a 'goal post' metaphor to visualize the shifting target dates for revenue.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a table to visually demonstrate the exclusion of specific directors.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses red callout boxes to emphasize negative trends (declines in revenue/EBITDA, increases in G&A).Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
29
Uses a narrative structure to build a case against the Board's independence.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
35
Uses a 'Concern vs. Reaction' structure to expose governance failures.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
54
The slide uses a 'Shortfalls' column to systematically dismantle the company's stated targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
104
Uses a classic 'Claim vs. Reality' framework to dismantle corporate narrative.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
108
Uses a bar chart to highlight a >50% premium paid in a specific acquisition compared to the company's average trading multiple.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
109
Uses a 'before-after' logic to debunk a specific management claim regarding segment accounting.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
115
Uses a 'X' vs 'Check' visual contrast to frame the argument.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
15
Uses a 'Villain Critique' style to contrast management claims with market performance data.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a 'before-after' or 'refutation' structure, mapping specific claims (01-04) to rebuttals on the right.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost assumptions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
Uses a three-column comparison structure to systematically dismantle corporate claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit