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Preempt Rebuttal
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The slide uses a 'Change' column to highlight the delta between FY2024 and FY2027E, framing the 36% incremental margin as a failure to improve profitability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
136
This is a classic 'preempt rebuttal' slide used by activist investors to undermine management's optimistic projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
146
Uses a timeline-style list to demonstrate long-standing market sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
150
Uses a dual-chart layout to illustrate market cap scale and revenue concentration risk.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
122
The slide uses a series of small tables to demonstrate a multi-year trend of negative proxy advisor sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 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
16
The slide uses a checklist format to validate three points about Apple's financial position, supported by a pie chart showing cash distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
43
The slide uses a table to compare two scenarios (1:1 and 5:1 ratio of iPrefs to Common Stock) to argue for the safety of the proposed financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
44
This slide addresses potential investor concerns regarding the risk profile of iPrefs by clarifying their equity nature.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
47
The slide uses a famous quote to bridge the gap between academic financial theory and the practical reality of Apple's capital structure.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
The slide uses a 'Does/Does Not Mean' framework to preemptively address potential criticisms of the activist's stance.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
This slide functions as a direct response to a press release issued by the target company (AGO) following the Sohn Investment Conference presentation.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide uses a rhetorical question to challenge the validity of the presented financial forecast.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
36
The slide uses a photo of the team at a Pioneer location to establish context for the management meeting.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
44
The slide uses research notes as citations to support the argument that the 'patent cliff' is not a significant threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Competition and PatentsLoop · The Reveal1 hit
55
The slide serves as a counter-argument to the potential strategy of brand partnering.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
87
This slide is a direct excerpt from an SEC response letter, used to clarify regulatory compliance and business model structure.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
06
The slide uses imagery of fracking-related environmental hazards to define what is NOT being discussed.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
53
The slide uses a Hyperbole and a Half cartoon to mock the 'bull' narrative as a repetitive, potentially dubious story.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
12
The slide uses a split-layout to contrast the management's response with external media coverage.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
26
The slide uses a series of callout boxes to present external validation of competitive pressure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
46
The slide uses a screenshot of a ChatGPT conversation as a rhetorical device to dismiss the validity of long-term financial targets.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide uses a table to demonstrate that most analysts use electronics-focused valuation methods rather than SOTP, which the activist argues is more appropriate for Sony's entertainment-heavy portfolio.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
56
Includes a historical chart of Sony's operating profit trends and a comparison table of emerging cloud gaming services.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
Uses historical screenshots of articles from 2007, 2012, and 2013 to establish a pattern of false alarms.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
68
Uses a news clipping as a visual anchor to establish the premise of the partnership.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
76
Includes a direct quote from Spotify CFO Barry McCarthy to support the argument regarding platform-label negotiations.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a classic 'Bear vs. Bull' or 'Concern vs. Rebuttal' structure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Benchmark Gap1 hit
22
Uses a bracketed list to contrast long-term drivers with a short-term inhibitor.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit