Matching slides 9,820
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Slide function

3,121-3,150 of 9,820

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The slide uses indexed performance to show relative growth/decline over a specific CEO tenure period.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
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The slide uses a table for performance benchmarking and a stacked bar chart for shareholder base composition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
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The slide uses historical data to justify the need for corporate restructuring and cost-cutting, citing peer examples like DaimlerChrysler and Sony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
47
This slide functions as a narrative competitive landscape analysis rather than a visual chart.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
48
The slide includes text describing Yahoo's business strategy and performance, alongside a stock performance chart for Google and TWX.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
49
The slide also provides descriptive summaries of Microsoft/MSN and IAC/InterActiveCorp business models.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof1 hit
51
Part of a chapter on AOL/eBay analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
59
The table uses placeholder numbers (1-6) instead of actual financial data, likely for illustrative purposes in the deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
29
The slide uses a red bar for 'Today' to emphasize the critical valuation gap.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Includes a quote from Deutsche Bank (Oct 2023) emphasizing the margin gap.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble for the -1,300 bps delta.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a bar chart to show relative performance against peers and a waterfall-style bar chart to show long-term decline.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
39
The chart uses red bars for negative performance and blue bars for positive performance relative to peers.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
49
The slide uses a 'villain' framing by highlighting the CEO as the primary obstacle to value creation.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
50
The slide uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
05
The chart highlights a massive negative performance gap, with specific underperformance percentages cited for Valero and Marathon.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a 'before-after' logic applied to a peer comparison to justify the activist thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
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This is a screenshot of a promoted social media post (likely LinkedIn) by an activist investor (Elliott).Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
The table highlights UNP's consistent 'WORST' ranking across all categories.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
13
The chart uses a smoothed line representation of annual data points.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
14
The chart uses 2014 as the base year (indexed to 100).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
17
The chart uses 2014 as the base year (indexed to 100). UNP is visually emphasized with a thicker, darker line.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a 'worst' framing to call out UNP's poor relative performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
25
The slide uses a bar chart to highlight UNP's position at the extreme end of the distribution for all three metrics.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
33
Uses a before-after framing to contrast companies with and without specific operational leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit