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slides · global inventory

Frame Problem

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

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Matching slides 5,849
Current window 3,511-3,540
Pages 195
Rows per page 30
Slide function: Frame Problemclear collectionreset all
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Slide function

3,511-3,540 of 5,849

filter-aware
43
Uses a classic quote as a rhetorical device to frame the incumbent board's strategy as 'insanity'.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
01
Slide 1
This is a formal shareholder letter, not a slide deck page, but it functions as the executive summary/thesis statement for the activist campaign.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
01
Slide 1
This is the first page of an activist investor letter.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor 1 hit
06
The slide uses a satirical cartoon to highlight a cognitive bias in economic policy-making.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
15
The slide uses a political cartoon of Uncle Sam to illustrate the concept of government borrowing.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
23
The slide uses humor (a cartoon) to transition into a serious discussion about investor behavior and regulatory impact.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
05
The 'melting ice cube' is a classic financial metaphor for a business with a finite, wasting asset base.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
22
The cartoon depicts a businessman being flattened by a steamroller, a common metaphor for 'picking up pennies in front of a steamroller'.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
53
Uses the iceberg metaphor to imply hidden depth or systemic issues.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
59
The slide uses a cartoon to lighten the tone while introducing serious financial risk concerns.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
36
The slide uses a Bizarro comic strip to introduce the concept of 'Frankenfood' and public resistance to GMOs.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
39
The slide uses the metaphor of 'weddings' to describe corporate mergers.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
40
The cartoon depicts St. Peter at the pearly gates questioning two businessmen about their merger, implying the deal is so significant it challenges traditional entry criteria.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
25
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
24
Uses a cartoon to illustrate the irony of oil companies being surprised by resource depletion.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)1 hit
60
The slide uses a satirical cartoon to critique industry-standard valuation practices (EBITDAX multiples) in favor of a DCF model.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
25
The slide uses a satellite map to visually demonstrate the 'inside' vs 'outside' the fence distinction.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Problem Statement1 hit
136
The slide uses a rhetorical question to transition to the next section.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
138
The slide uses a 'bulls vs reality' framing to introduce a conflict.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
02
This appears to be a page from a longer document or presentation, focusing on political economy and governance failures.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
22
This slide uses a classic 'conglomerate discount' argument structure.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
08
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
01
Slide 1
This is the first page of a shareholder letter, serving as an executive summary of the activist investor's thesis.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a formal shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
01
Slide 1
This is the first page of an activist investor letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Yahoo! Inc.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
08
The slide uses a simple visual metaphor to establish the two core components of the problem space.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
19
This appears to be a slide from a graphic-novel style presentation deck.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
35
The slide uses a cartoon to highlight the subjectivity or lack of consensus in valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit
03
This is an activist investor presentation slide from Third Point regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit