slides · global inventory
Expose Contradiction
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Matching slides 14,162
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13,021-13,050 of 14,162
04
Uses a 'not equal' symbol to highlight the disconnect between operating performance and market valuation.Apollo Global Management | Mergers and Acquisitions Presentation Deck | 36 slides · Apollo
Conference presentation Investment bank Beat · Situation & ContextLoop · Benchmark Gap1 hit
24
Boohoo | Results Presentation Deck | 81 slidesBoohoo | Results Presentation Deck | 81 slides · boohoo group plc
Conference presentation Investor relations Beat · Solution (Provide relief)1 hit
06
Uses three pull-quotes to highlight the contradiction between management's stated strategy and external market/analyst sentiment.Engine No. 1 | Activist Presentation Deck | 25 slides · Engine No. 1
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses a red dashed trend line to emphasize the long-term decline in capital efficiency.Engine No. 1 | Activist Presentation Deck | 25 slides · Engine No. 1
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former CEO to frame the ROCE as the ultimate 'report card' for project performance.Engine No. 1 | Activist Presentation Deck | 25 slides · Engine No. 1
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The chart uses a waterfall-style logic to show how total emissions are reduced to a small subset for target setting.Engine No. 1 | Activist Presentation Deck | 25 slides · Engine No. 1
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide highlights the deterioration of market position, credit rating, balance sheet health, and dividend sustainability.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
Uses pull-quotes from financial media to build a case against management's capital allocation strategy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
Uses a pull-quote from the Wall Street Journal to reinforce the narrative of financial instability.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The chart uses a waterfall-style logic to bridge starting asset value to ending asset value, highlighting the gap as 'Potential Value destruction'.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Uses a stacked area chart to show the relative decline of ExxonMobil's market cap compared to Chevron.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
14
Includes a chart highlighting ExxonMobil's low score compared to peers and two critical quotes.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The chart uses a waterfall-style logic to show how the vast majority of emissions are excluded from reduction targets.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
The slide uses a donut chart to visualize the insignificance of carbon capture relative to total emissions.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
17
Uses pull-quotes from financial news sources to substantiate the contradiction.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
26
The slide uses a combination of a scatter plot (Bloomberg transition scores) and a dot plot (CapEx share) to visualize the gap between ExxonMobil and its peers.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
28
Uses a combination of a dual-axis combo chart and a bar chart to illustrate the degradation of financial performance over three major market shocks.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
29
The chart is a variation of a waterfall or marimekko chart showing capital expenditure width vs IRR height.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
30
The slide uses a series of overlapping line charts to demonstrate the 'forecast drift' or failure of long-term projections in the face of technological disruption.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
34
Uses a line chart to visualize the gap between corporate claims and climate science pathways.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
35
Uses a line chart to compare two different company reports (2020 vs 2021) to highlight data revisions and poor performance trends.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
36
Uses a pull-quote from Bloomberg to substantiate the claim of 'greenwashing' or performative investment.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
37
Uses two pull-quotes to establish a pattern of hypocrisy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
38
Uses a stacked bar chart to illustrate the 'carbon tax cost increase' on gas generation compared to battery storage adders for renewables.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
Uses a combination of historical quotes and a critical external source to highlight the gap between corporate messaging and operational reality.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
40
Uses a 'before-after' or 'contradiction' framing to highlight hypocrisy.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
55
The slide uses annotations to justify a divestment decision based on market performance and management commentary.Pershing Square | Investor Presentation Deck | 57 slides · Pershing Square Holdings
Conference presentation Investor relations Beat · Action1 hit
14
The table demonstrates a lack of consensus in valuation methodologies and multiples, suggesting a knowledge gap among analysts.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
86
Uses red bounding boxes to highlight key negative phrases in analyst reports.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
88
Uses a combination of financial charts, news clippings, and a availability matrix to demonstrate business contraction.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit