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slides · global inventory

05 The Reveal

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

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Matching slides 1,002
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Pages 34
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Loop

91-120 of 1,002

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02
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
04
This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
20
Uses a peer benchmark to expose the poor performance of the target company's business unit.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
Uses CNET as a benchmark for display business profitability.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
The slide uses a contrast-principle to highlight the disparity between AOL's costs and its peers.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
23
Uses a CEO quote to highlight the gap between current performance and potential.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
24
Uses a before-after framework to demonstrate value erosion.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · 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
26
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
27
Includes screenshots of the Patch website interface and a map of coverage.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
29
The slide uses a combination of bulleted arguments and an expert testimonial to build a case against the business model.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Includes a testimonial/quote from a former employee to support the thesis.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
31
Uses direct quotes from earnings calls to highlight management's failure to accurately forecast costs.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
32
The chart uses a waterfall-style representation to show revenue and EBITDA losses for 2010 and 2011.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
33
Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
Uses testimonials to reinforce the quantitative data regarding low renewal rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
Includes a screenshot of Google AdWords interface with specific Patch URLs circled.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Includes a survey result showing 0% of 11 surveyed advertisers value Patch over other broad-based display advertising.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a bar chart to visualize a 0% vs 100% survey result to emphasize the lack of value proposition.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
The slide uses wireframe diagrams of website layouts to illustrate ad inventory pricing.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Includes a CEO quote to reinforce the lack of monetization strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
05
The slide argues against the Bristol-Myers/Celgene merger by highlighting the risk of patent cliffs.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
The chart highlights the 'patent cliff' risk, specifically focusing on the concentration of revenue loss in 2026.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
07
The slide uses a bar chart to highlight the high revenue concentration of Revlimid compared to historical blockbuster drugs, and a range chart to show analyst uncertainty for Celgene's pipeline.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
08
Uses a stacked area chart to show revenue projections and pull-quotes to highlight management's past over-optimism.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
09
The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
10
This page is a text-heavy critique of a corporate acquisition, likely from an activist investor letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit