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slides · global inventory

03 Aha Moment

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

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Matching slides 2,650
Current window 1,141-1,170
Pages 89
Rows per page 30
Loop: 03 Aha Momentclear collectionreset all
18 30 60

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1,141-1,170 of 2,650

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30
Contains two exhibits: subscriber count bar chart and a valuation table for the Bertelsmann put option.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
31
The slide uses historical stock charts to frame a narrative of corporate malfeasance and SEC scrutiny.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
32
The slide contains two exhibits: a timeline (Exhibit 2A.7) and a data table (Exhibit 2A.8).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
33
This slide serves as a historical narrative context for the activist case against AOL Time Warner.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
03
The slide uses a table to highlight shifting valuation figures across four different time periods, framing the activist's changing arguments as a 'switcheroo'.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · ProblemLoop · Aha Moment1 hit
04
Includes a call-to-action at the bottom regarding the proxy card.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Loop · Aha Moment1 hit
10
The slide uses a color-coded legend to map specific ESG factors to broader themes (Product & Life Cycle, Social Impact, Human Capital, Governance).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
11
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
12
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
13
The slide uses a side-by-side comparison format to detail the grievances against each director.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
14
The table uses green checkmarks to indicate expertise. The background color of the rows for current committee members is light red.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
15
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
02
This is a page from a shareholder letter by Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
24
The chart uses a bridge format to show the delta between current stock price and potential value.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
25
Includes detailed footnotes regarding EBITDA estimates, multiples, and tax assumptions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
23
The slide uses a table to detail specific clinical and commercial risks for five products, followed by a callout regarding unidentified earlier-stage products.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
24
Uses a timeline visualization to highlight the gap between historical performance and future projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
25
Uses color-coding (red/yellow/green) to categorize product status.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
14
Uses a contrast-pairs framework to highlight governance failures.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
01
Slide 1
The slide uses a red box to highlight the performance delta between Trian investments and P&G.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
02
The slide uses a two-column layout to map specific pages of the P&G presentation to the identified errors.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Aha Moment1 hit
03
This is a classic activist investor 'fact-check' slide, specifically targeting P&G's presentation of peer data.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
10
The slide uses a CEO quote to highlight the gap between management's stated goals and actual performance.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
11
Uses a comparison of consensus vs. revised guidance to illustrate the gap.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
12
The table highlights the discrepancy between original reported EPS and restated EPS, showing how accounting errors artificially inflated performance.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
13
The slide uses a 'ripped paper' visual effect for the quote box.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
14
The slide uses a timeline-annotated line chart to correlate specific takeover events with stock price volatility and a subsequent earnings miss.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
15
Uses Glassdoor data to contrast PPG's performance against industry peers.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit