slides · global inventory
Villain Critique
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28
Uses a 'past behavior' argument to discredit incumbent board nominees.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
32
Uses a combination of a line chart showing stock performance and direct quotes from executives to frame the problem.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
18
The slide uses a 'villain critique' approach to undermine the target company's strategic pivot by highlighting market saturation and competitive disadvantage.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide uses a 'villain' narrative (complexity/conglomerate structure) to justify a proxy fight.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
The slide uses a combination of anecdotal evidence from former employees and a critique of the company's algorithmic business model to build a bearish case.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
07
The slide uses a 'villain' framing to highlight governance failures and proposes specific capital allocation and governance reforms.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
02
The slide uses a 'villain critique' structure to frame the short thesis, combining visual evidence (photos, documents) with financial data.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
40
The slide uses a red dashed circle to highlight the 5% return point.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
29
The slide uses a nested bullet point structure to detail specific grievances regarding the Board's handling of the strategic sale process.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
07
Uses a two-column layout to categorize failures into Governance and Financial issues.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Complication1 hit
13
The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
29
The slide uses a critical tone to challenge the 'secret sauce' narrative of Nidec's M&A, citing lack of transparency and declining efficiency metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
28
The slide functions as a critical summary of the company's international strategy, framing it as value-destructive and misleading to investors.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
35
Includes a visual timeline/infographic depicting the 'crash' of the CGEN acquisition.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
03
The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
42
The slide uses a hub-and-spoke diagram to critique three specific brand strategies.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
45
Oasis Management activist deck slide criticizing Kao's leadership composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
32
The slide uses a contrast between the specific (but low) targets and the vague strategic pillars to highlight management's failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costs.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
04
The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses a SanDisk chart to critique Pure Storage's reliance on Moore's Law as a guarantee for future cost reductions.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit