slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
Current window 31-60
Pages 44
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Slide function
31-60 of 1,296
28
Uses a 'past behavior' argument to discredit incumbent board nominees.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
Uses strong contrast language to frame the incumbent board as the villain and the activist slate as the hero.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
50
This is an activist investor deck slide attacking the incumbent board.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
97
Includes photos of the corporate office to emphasize 'lavish excess'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
135
Includes a visual callout (red circle) over an Olive Garden advertisement to emphasize the critique of discounting.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
04
This slide serves as a diagnostic critique of management's track record to justify the need for change.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
This is page 5 of a shareholder letter from Elliott Management.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
This is a page from a shareholder letter (likely an activist investor campaign) criticizing the board of directors.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
93
Focuses on governance entrenchment mechanisms.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
11
The slide uses a stacked bar chart to visualize the $6.1 billion spent on capex and acquisitions since 2005.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
13
The slide uses external citations from ISS and media reports (CNBC, NY Post) to build a case against the current board's governance practices.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
06
The slide uses a 'villain critique' structure to frame the TOB as a breach of corporate governance standards.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Villain Critique1 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
44
Uses a series of bulleted arguments to dismantle management's optimistic projections.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
86
Includes visual evidence (screenshots) of ISS and Glass Lewis reports recommending against Stengel and rating compensation as 'Poor'.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
19
The slide uses a classic activist investor 'strategic critique' structure, highlighting a specific management decision and providing three distinct reasons for skepticism.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
This is a classic activist investor 'villain' slide, attacking the competence and tenure of the incumbent leadership.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
44
Focuses on W. Scott Hedrick as a specific target for removal.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
18
The slide uses a 'villain' framing by focusing on the lack of independence and the consolidation of power under Richard Hill.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
40
This is a classic 'villain critique' slide used by activist investors to demonstrate management incompetence.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
44
Uses a combination of bar charts and a data table to illustrate operational inefficiency.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
65
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit