Matching slides 2,245
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Slide function

1,231-1,260 of 2,245

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arm | Investor Presentation Deck | 35 slidesarm | Investor Presentation Deck | 35 slides · Arm
Conference presentation Investor relations Beat · Problem1 hit
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Includes a quote from Paul Gait (Bernstein) and highlights specific financial losses ($23B and $8B).Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · AgitateLoop · Aha Moment1 hit
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Elliott Management | Activist Presentation Deck | 39 slidesElliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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This is a classic activist argument for divestiture/spinoff based on lack of conglomerate synergy.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
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The slide outlines key risks for Project Roosevelt, highlighting significant financial distress and operational headwinds.Morgan Stanley | Investment Banking Pitch Book | 33 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Problem & Complication1 hit
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The slide uses a simple list to categorize failure modes, with a specific exclusion for non-ML problems.OpenAI | Product Presentation Deck | 20 slides · OpenAI
Conference presentation Investor relations Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a screenshot of a CNET article to provide concrete evidence of a failure in AI model performance.OpenAI | Product Presentation Deck | 20 slides · OpenAI
Conference presentation Investor relations Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a process flow to describe the traditional model and bulleted metrics to support the 'broken' thesis.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The chart uses a visual 'cliff' metaphor to represent revenue loss.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a red callout box to emphasize the core thesis regarding management's failure to maximize value.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
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Uses a before-after-bridge framework to contrast historical problems with current successes.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
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Pershing Square | Activist Presentation Deck | 45 slidesPershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Pershing Square | Activist Presentation Deck | 58 slidesPershing 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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Part of an activist investor deck (Pershing Square) critiquing McDonald's operations.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
09
The slide highlights the gap between the 1999 high and the subsequent range-bound performance.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a line chart to highlight a 55% decline in EBITDA, contrasted with a table showing positive growth for most peers.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a line chart to show a 21% decline in revenue and a table to contrast this with high growth rates of peers like Google, Facebook, and Twitter.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The chart highlights an 88% increase in expenses, framing it as a problem requiring a turnaround.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a dual-row timeline to emphasize the chaotic nature of Yahoo's management history.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
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The slide title seems slightly disconnected from the content, which focuses on Yahoo's decline rather than the mechanics of internet monetization.SpringOwl | Activist Presentation Deck | 99 slides · SpringOwl
Activist deck Activist investor 1 hit
05
This is a classic activist investor 'case for change' slide.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide highlights the disparity between revenue decline and expense reduction, leading to significant EBITDA and FCF erosion.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a red arrow to visually emphasize the downward trend.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Includes a CEO quote used to support the activist's argument.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
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Includes a testimonial/quote from a former employee to support the argument.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
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Uses testimonials to humanize the data point.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
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The slide uses a hierarchical list structure to frame the activist's diagnostic approach.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a bulleted list to frame the problem as a failure of governance and operational efficiency.Third Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Problem Statement1 hit
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Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor Beat · Expose Contradiction1 hit