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
Current window 13,081-13,110
Pages 473
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Slide function
13,081-13,110 of 14,162
37
Uses external media headlines as evidence of internal failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
38
Uses a before-after framing to expose management's lack of credibility.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
39
Uses a combination of a press clipping and direct quotes to undermine CEO credibility.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
40
Uses a CEO quote to highlight the gap between management's narrative and reality.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
41
Uses authority citation to undermine management's narrative.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
42
Uses a news clipping as evidence of management's lack of internal capability.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
48
The slide uses the 'WITHHOLD' recommendations as evidence of board failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
49
Uses a news article screenshot as a credibility anchor.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
50
The slide uses a dual-axis chart to visually contrast the gain of insiders against the loss of shareholder value.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
51
The slide uses a bar chart to visualize the percentage of shares pledged against a 40% policy limit, visually calling out John Foley.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
52
Uses a bar chart to show the gap between economic interest and voting power, and a grouped bar chart to show the impact of excluding executive votes on shareholder support.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
53
The slide uses a bar chart to show that 100% of CEO compensation opportunity in FY22 was base salary and time-based equity.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
09
The slide uses a timeline to demonstrate a pattern of ignored shareholder feedback.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
11
The slide uses a callout box to pivot from the board's refusal to a direct call for shareholder action.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
15
Uses a before-after framing to highlight management failure.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
18
Uses a checkmark/cross comparison matrix to highlight strategic gaps.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
19
The slide uses a classic 'expose contradiction' structure by contrasting capital allocation with internal ROIC expectations.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
20
Uses a news article screenshot as evidence of competitive threat.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
25
The slide uses a chronological narrative to expose the contradiction between the company's private acknowledgement of ValueAct's ideas and their public denial of receiving them.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
43
Uses a timeline to highlight the contradiction between corporate ownership and blame deflection.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
44
Uses visual juxtaposition of gas station scale vs. EV charger targets to frame the company as lagging in the energy transition.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
45
Uses a quote from Financial Times to validate the critique of the Speedway acquisition.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
46
Uses a quote to frame the company's internal state as a 'mess' due to communication gaps.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
47
Uses screenshots of OpenWork reviews and a Diamond Online article to substantiate claims of internal strife.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
49
Uses an org chart to illustrate excessive complexity and a quote to provide academic backing for the 'diversification discount' thesis.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
51
Uses a comparative structure to show the failure of two specific partnerships.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
52
Uses a timeline to show the rapid failure of 7Pay and a pull-quote box to highlight the governance critique.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
53
Uses a stacked bar chart to visualize board composition and a checklist format for governance criteria.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
54
The table is partially obscured by a grey box, likely a redaction or layout artifact.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
60
The slide uses a timeline to frame a narrative of management failure to act on repeated investor concerns.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit