Matching slides 6,793
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The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
33
The chart uses a split axis or break to represent the high negative values for the top countries compared to the positive values for the bottom countries.e-Conomy SEA Unlocking the $200 billion digital opportunity in Southeast Asia · Google, Temasek
Consulting deck Strategy consulting Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
05
The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
17
The slide uses a structured table format to contrast key issues with background context and specific concerns.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
46
Uses numbered callouts (1, 2, 3) to link specific bridge chart components to explanatory text blocks.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
05
The slide uses a waterfall-style bridge to show the undervaluation of the TOB price compared to NAV.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
13
The slide uses a combination of financial data (ROIC comparison) and news citations to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
16
The slide uses screenshots of news articles to establish credibility and frame the scandal as a governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The slide uses a structured table format to highlight governance failures in a M&A transaction.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a 'violation' or 'contradiction' matrix format to map specific regulatory guidelines against the company's alleged failures.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
46
Includes two waterfall charts comparing FY25/3 results to FY26/3 guidance, and a third waterfall chart from FY24/3 as a precedent for similar accounting practices.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
06
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
14
Uses a before-after style comparison to expose a flaw in the current governance calculation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
55
The slide uses a 'Damaged Credibility' framing to undermine management's forward-looking guidance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
96
Uses a 'ripped paper' visual effect to contrast two different data sources.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
97
Uses a line chart to show performance during COO tenure and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
99
The table contrasts 'Company's Flawed Methodology' with 'Correct Methodology' across various timeframes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
101
The slide highlights a specific technical manipulation in peer group benchmarking.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
104
The slide uses a dual-axis chart to overlay commodity prices on company opex to demonstrate that management is taking credit for market-driven cost reductions.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
153
This is a text-heavy activist slide focusing on governance reform and board accountability.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
29
This is a transcript-based slide used to frame a narrative of management manipulation of performance data.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
20
The slide uses a 'sandbagging' narrative to frame management's communication with analysts as a defensive tactic.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
15
This is a text-heavy slide from an activist investor deck (Elliott) criticizing Phillips 66 leadership and governance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
02
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Anchor1 hit
14
The table highlights the 'Display' segment in a red box to emphasize the losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The chart uses a downward-sloping line to emphasize the negative trend in losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
The slide uses a waterfall chart to demonstrate capital inefficiency in AOL's display business strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
28
The slide uses a table to contrast Patch's performance against the broader Display segment, highlighting the -1131% margin.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
Uses a dual-chart layout to contrast capital allocation (spending) with market outcome (enterprise value decline).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a table to contrast management guidance with actual results, calculating the absolute and percentage misses.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses red boxes to highlight the unrealistic market share growth and the resulting negative fully allocated operating income.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
Uses a red circle to highlight the specific contradiction in the 2012 forecast (13.0M vs 5.0M).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
This is a classic activist 'villain' or 'conflict of interest' slide, using historical context to frame current governance issues.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a quote box to highlight the specific terms of the expired agreement.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
33
DSP Group, Inc. (DSPG)DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
34
The slide uses a table to contrast long board tenure with zero or negligible stock ownership to argue against board alignment with shareholders.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
39
The table highlights the discrepancy between revenue and operating profit/EBITDA, suggesting mismanagement of R&D and SG&A expenses.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
11
The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a direct quote (the resignation letter) to substantiate the claim of board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
42
Includes a specific callout box and arrow highlighting the 'Troubling decline due to non-renewals'.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
43
The slide uses a bar chart to contrast rising expenses with the claim of lack of output (patents).Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
16
Uses a visual metaphor of a climber (management) hanging from a cliff with weights labeled CEO and BOARD.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
39
The slide uses expert testimony and financial data to frame the consulting spend as wasteful.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
44
Uses a combination of map visualization and bar chart to highlight underperformance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
55
Uses a combination of bar charts to demonstrate management's failure to meet financial and operational targets.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
57
Uses market performance data to argue that the board failed to act on a midstream sale at an optimal time.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
96
Uses a line chart to show historical underperformance and a bar chart to show relative underperformance across multiple time horizons.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
98
The slide uses a table to expose a contradiction in the company's reporting methodology.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
100
The slide uses a 'synthetic basket' of peers to manipulate performance metrics.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
106
Uses a contrast-based framing to debunk a specific company claim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
110
Uses a waterfall-bridge chart to debunk a specific management claim regarding cost allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
114
Uses a quote from Greg Goff to establish credibility and personal stance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
06
The chart shows Phillips 66 underperforming relative to the peer group and S&P 500 over the 2020-2024 period.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
The slide uses a 'before-after' style framing by showing the company's original slide (left) and the activist's critique (right).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
Uses two distinct charts to prove the same point: one focusing on correlation with MPC, the other on VLO/MPC peer group performance.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
Uses a 'before-after' style comparison of management's claims vs. reality, specifically targeting the CEO's accounting for turnarounds.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a red 'X' overlay on the original company's table to visually invalidate their claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
Uses a three-column comparison structure to systematically dismantle specific corporate claims.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a combination of bar charts, scatter plots, and box plots to demonstrate peer parity.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit