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Bank of America | Investor Conference Presentation Deck | 24 slidesBank of America | Investor Conference Presentation Deck | 24 slides · Bank of America
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
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Includes specific callout regarding dividend reduction impact.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide uses a red double-headed arrow to visually emphasize the performance gap between the company and its peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a simple list-based structure to categorize the primary drivers of the investment thesis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Uses two line charts to contrast pricing volatility with margin stability.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
234
Uses a three-part structure: Background, Problem, and Proposed Solution.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
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Includes a performance comparison table across multiple time horizons.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 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
07
This is a classic activist investor critique of corporate-owned assets vs. franchised assets.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The chart uses a scatter/line hybrid to show the relationship between 2028 revenue and NPV, highlighting specific failure points.Bristol-Myers Squibb Company (BMY) · 03_Starboard_Value
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
08
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'permanently impaired') to frame the management's proposal as a threat to shareholder value.Darden Restaurants, Inc. (DRI) · 03_Starboard_Value
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Hypothesis Test1 hit
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This is a continuation slide detailing specific operational levers for value creation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Call1 hit
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Uses red arrows to indicate negative trends (downward for performance, upward for turnover).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a classic 'Problem vs. Solution' framing common in activist investor decks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a list of five critical pain points to justify the need for operational change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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This is a classic activist investor critique of operational inefficiency.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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Part of a series of slides identifying operational waste at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
108
Includes a specific example of chicken weight tolerance and a photo of a branded Red Lobster bag as a 'Cadillac' example of over-specification.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a red circle to emphasize the 98 total items for LongHorn.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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Includes a callout box referencing a successful precedent at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
130
The slide uses a central hub-and-spoke style layout to connect a core problem statement to specific supporting evidence.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
174
Uses Yelp ratings as a proxy for customer satisfaction to highlight underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
175
The slide uses a color-coded map to highlight regional underperformance, supporting the argument for operational intervention.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
07
The slide uses a red color palette to emphasize negative performance and urgency.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
19
Uses a three-column layout to categorize the problems.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a red banner motif to highlight negative performance areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 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 slide uses a diagnostic approach to justify terminating or deprioritizing a specific channel partner.Verizon | Investor Presentation Deck | 29 slides · Verizon
Conference presentation Investor relations 1 hit