slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
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Pages 473
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Slide function
13,051-13,080 of 14,162
16
The slide uses legal citations to build an argument against the IRS's interpretation of 'substantially all' assets.Bausch Health Companies | Investor Conference Presentation Deck | 25 slides · Bausch Health
Conference presentation Investor relations Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
66
Uses a 'FAIL' stamp visual to emphasize the critique of the board.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · Agitate1 hit
67
Used to argue for misalignment between board and shareholders.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · Agitate1 hit
20
The slide uses a quote to frame management as out of touch with reality.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
25
Uses the 'ceo-quote-contradiction' framework to undermine leadership credibility.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
26
Uses juxtaposition of stock performance and management commentary to highlight a lack of discipline.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
27
Uses media clippings as evidence of strategic vacillation.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
28
Uses a quote-based structure to contrast management's stated confidence with the reality of inventory buildup.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
29
Uses a timeline framework to contrast the CPSC warning with Peloton's initial denial and subsequent apology.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
30
Uses a 'Markets Insider' pull-quote to validate the critique of capital allocation.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
32
Uses a CEO quote to highlight hypocrisy/contradiction.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
33
Uses a direct quote from the company's 10-K to expose management failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
34
Uses quotes from the CEO and internal officers to build a case for nepotism and poor governance.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
35
Uses the 'ceo-quote-contradiction' pattern to highlight the gap between management rhetoric and insider behavior.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
36
The slide uses a bar chart to visualize the percentage of economic interest pledged by specific executives and directors.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
42
Includes a quote from former CEO Lee Raymond regarding the importance of aggregate ROCE over individual project attractiveness.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
The chart uses a dual-axis approach to show absolute dollar values for Capex and Dividends+Buybacks alongside a percentage line for Capex/CFO.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
The slide highlights a strategic divergence between ExxonMobil and its peers, using historical capex guidance and production forecasts to frame the company's strategy as risky or out of step.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses a Goldman Sachs quote to frame the industry transformation and uses a visual 'Value Destruction Zone' annotation to emphasize poor capital allocation.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
51
Uses a timeline to juxtapose quotes against actual capital expenditure cuts.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
52
Uses analyst quotes to undermine management's narrative of fiscal discipline.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
53
Uses a 'before-after' framing to highlight inconsistency in dividend policy, capital allocation, and performance metrics.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
58
The slide uses a timeline to highlight the hypocrisy of the board's selection process.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
59
Uses a torn-paper visual effect to house quotes that represent the 'status quo' view the activist is challenging.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
Uses a dual-axis chart to visually demonstrate the divergence between market cap and CEO compensation.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
65
The slide uses a comparison-based argument to highlight governance failures in executive compensation.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
66
Uses a specific case study of 2018/2019 metric changes to illustrate governance failure.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
77
The chart illustrates the gap between Exxon's internal projections and IEA's more conservative/decarbonization-focused scenarios.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor 1 hit
78
The slide uses a Redburn quote to contrast Exxon's assumptions with a <2C pathway scenario.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor 1 hit
81
The slide uses a line chart to visually demonstrate that ExxonMobil's projections (highlighted in a red box) are consistently lower than those of IEA, OPEC, BP, and BNEF.Engine No. 1 | Activist Presentation Deck | 83 slides · Engine No. 1
Activist deck Activist investor 1 hit