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01 Logic Chain
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3,841-3,870 of 9,549
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The chart shows Pershing Square significantly outperforming the S&P 500 over the period, despite a sharp decline after 2015.Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · SetupLoop · Logic Chain1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · 01_Pershing_Square
Activist deck Activist investor Beat · ComplicationLoop · Logic Chain1 hit
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The slide uses a waterfall-style arrow to illustrate the reduction of net cash to peer levels.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Samsung Electronics Co., Ltd. (005930.KS)Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide frames the upcoming shareholder vote as a choice between Vivendi's control and Elliott's independent nominees.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a comparison table to show the composition of two competing slates (Elliott vs. Vivendi) based on voting outcomes.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a table format to contrast two slates of nominees, highlighting independence concerns for Vivendi candidates.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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Uses icon-based hub-and-spoke diagrams to represent board composition.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
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Uses a side-by-side comparison frame to align the activist's stated position with the CEO's public comments.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
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The slide uses a 'What Elliott Said' vs 'What TIM Said' vs 'Comment' structure to frame the activist's proposals as complementary to management's existing plan.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
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This is a placeholder/transition slide with abstract digital imagery.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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Telecom Italia SpA (TIM) (TIT.MI)Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Logic Chain1 hit
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The slide uses a four-column layout to detail different research streams (employees/execs, advisors, shareholder survey, customer study).Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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Includes a bar chart comparing market share and a map showing network coverage.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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This slide establishes the historical context and 'hero' status of the company before pivoting to the activist's critique.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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The quote is framed as a warning about the pace of external vs internal change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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Uses a split-screen layout (blue top, red bottom) to visually represent the 'before' and 'after' states.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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Image file at /tmp/legacy-images/616b0ed7b6b8/slides/021.jpg not found on disk; cannot inspect content.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a list of strengths to preemptively argue that the company's problems are solvable, framing the activist's intervention as a catalyst for change.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a 'staircase' or 'progressive disclosure' layout to present the three pillars of the activist campaign.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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Uses a waterfall-bridge style visual to represent value creation.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
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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
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Includes a supporting quote from Melius Research.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit
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This is a classic activist investor 'demand' slide, framing the path forward as a necessary intervention.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a waterfall-style bridge to illustrate value creation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit