slides · global inventory
10 Iceberg
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,212
Current window 1,051-1,080
Pages 41
Rows per page 30
Loop
1,051-1,080 of 1,212
08
Focuses on executive compensation misalignment with shareholder interests.Blockbuster Video | Activist Presentation Deck | 24 slides · Gregory S. Meyer
Activist deck Activist investor Loop · Iceberg1 hit
12
The chart uses a dashed box to highlight PFE and a dashed red line to indicate the peer median of 46 drugs.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
13
Uses authority bias to validate the activist's thesis that the company was already well-positioned for growth.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
14
The slide uses a series of quotes to establish a narrative of management over-promising on pipeline quality.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
The slide uses a quote to highlight a specific management commitment, likely to be contrasted with later performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The slide is used by Starboard Value to contrast Pfizer's historical R&D projections with current performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a table to track 15 specific drug programs, noting their therapeutic area, next steps, and timing, with symbols indicating status (check for approval, star for designation, box for negative data).Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
The slide uses a table to highlight specific programs that had already achieved approvals or failed (negative pivotal data) to challenge the company's narrative.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
The slide uses a table from a third-party source (Pfizer) to build an activist argument about management performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
The slide uses a dashed line to represent the blockbuster threshold and includes a callout box explaining the donation of royalties.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
63
The slide uses a timeline-to-outcome structure to highlight the contradiction between stated succession goals and actual board behavior.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
64
Uses a timeline-based table to contrast board actions with reported quotes/events.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
65
Uses a 'villain critique' style to highlight conflicts of interest and lack of accountability in corporate governance.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
66
Uses a timeline to highlight the shift in messaging regarding CEO succession.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
67
Uses a dual-chart layout to contrast cumulative compensation vs. TSR and annual bonus payout percentages.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
68
Part of the 'Restore the Magic' activist campaign by Trian Partners.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
69
The slide uses a visual gap analysis to show that incentive targets are below the cost of capital.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
70
Uses a three-row table structure to highlight specific criticisms and poor performance grades.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
71
The slide highlights a 'FAIL' point in 2018 and uses a red dashed line to indicate Disney's 70% average.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
72
Uses 'MISS' stamps to emphasize performance failures.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
73
Uses a table-like structure to present historical performance data for a specific board member.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
74
Uses a stacked bar chart to compare peer median compensation against various iterations of Iger's pay package.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
75
Uses a 'contrast-pairs' framework to highlight the gap between investor expectations and management communication.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
76
Uses a timeline to contrast Disney's claims of engagement with the reality of limited, non-substantive contact.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
09
Includes a confidential draft watermark and detailed footnotes regarding valuation methodology.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides · TPH
Consulting deck Investment bank Beat · Solution & ApproachLoop · Iceberg1 hit
10
Includes confidential draft watermark and detailed footnotes regarding methodology.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides · TPH
Consulting deck Investment bank Beat · Solution & ApproachLoop · Iceberg1 hit
11
Confidential draft; includes specific valuation multiples (Equity Value/DCF, EV/EBITDA) and yield metrics.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides · TPH
Consulting deck Investment bank Beat · Solution & ApproachLoop · Iceberg1 hit
12
Includes summary statistics for C-Corp vs MLP buyers and specific AMGP proposal data at the bottom.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides · TPH
Consulting deck Investment bank Beat · Solution & ApproachLoop · Iceberg1 hit
13
Includes a confidential draft disclaimer and detailed methodology notes at the bottom.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides · TPH
Consulting deck Investment bank Beat · Solution & ApproachLoop · Iceberg1 hit
14
The slide uses a sensitivity table format to compare financial outcomes across a range of exchange ratios (1.650x to 1.909x).Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides · TPH
Consulting deck Investment bank Beat · Solution & ApproachLoop · Iceberg1 hit