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This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a table to expose a contradiction in financial reporting, specifically questioning the valuation of Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This slide is a text-heavy narrative page from a report or presentation, likely detailing investigative findings regarding financial reporting discrepancies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This slide appears to be part of a larger investigative presentation or report regarding Lehman Brothers' financial health prior to its collapse.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a narrative structure to establish the 'villain' (the Board's resistance) and the 'hero's' (Elliott's) failed attempts at collaboration.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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This is a page from a shareholder letter by TCI Fund Management regarding Wirecard.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Contains signatures of Sir Chris Hohn and Max Schroeder.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a 'report card' metaphor to frame the board's failures as objective assessments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a 2x4 grid to present a chronological narrative of failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit