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16
Uses rhetorical questioning in the subtitle to frame the narrative of a rigged process.Eminence Pluralsight Presentation February 2021 · eminence-pluralsight-presentation-february-2021
Activist deck Activist investor Beat · Agitate1 hit
11
Uses historical Q4 EBITDA data to expose the implausibility of the initial forecast.Engine Capital Houghton Mifflin Harcourt Presentation March 2022 · engine-capital-houghton-mifflin-harcourt-presentation-march-2022
Activist deck Activist investor Beat · Agitate1 hit
12
The slide uses boxed callouts to emphasize the conflict of interest fees ($75M) and the transaction success fee ($32M).Engine Capital Houghton Mifflin Harcourt Presentation March 2022 · engine-capital-houghton-mifflin-harcourt-presentation-march-2022
Activist deck Activist investor Beat · Agitate1 hit
18
Uses a side-by-side comparison structure to debunk specific claims made by the target company.Engine Capital Houghton Mifflin Harcourt Presentation March 2022 · engine-capital-houghton-mifflin-harcourt-presentation-march-2022
Activist deck Activist investor Beat · Action1 hit
19
Uses a contrast-pairs framework to dismantle the board's narrative.Engine Capital Houghton Mifflin Harcourt Presentation March 2022 · engine-capital-houghton-mifflin-harcourt-presentation-march-2022
Activist deck Activist investor Beat · Action1 hit
20
Uses a side-by-side comparison structure to dismantle management's claims.Engine Capital Houghton Mifflin Harcourt Presentation March 2022 · engine-capital-houghton-mifflin-harcourt-presentation-march-2022
Activist deck Activist investor Beat · Action1 hit
05
Uses a CEO quote to set up a contradiction regarding strategic failure and accountability.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
09
Uses before-after framing to contrast pre-GEC and GEC strategy periods.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
10
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
11
The slide uses a bar-grouped chart to visualize the liquidity gap and includes two external quotes from credit rating agencies to validate the thesis.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
12
The timeline uses a dual-track approach to show Hestia's actions vs. the Company's responses.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
13
The slide uses a hub-and-spoke diagram to visualize director connections across multiple corporate boards.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
14
Uses a combination of a table for director interlocks, a quote for CEO support, and a list for bad-faith negotiation tactics.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Problem1 hit
26
The slide uses a numbered list to highlight the Board's lack of objectivity and contradictory behavior.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
31
The slide uses a step-chart to visualize credit rating downgrades over time, correlating them with specific corporate events.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
33
The chart uses a dual-axis line graph to correlate share price (blue) and EBIT (pink) from 2012 to 2021.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
35
Uses checkmarks to indicate the presence of specific failures across two categories.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
37
Uses a numbered list to build a narrative of failure, contrasting management's stated vision with the financial outcome.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
38
The slide uses a line chart to visualize the decline in EBIT margins from 2011 to 2022.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
39
Uses a quote-contradiction framework to highlight management failure.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
41
The slide uses stacked bar charts to show the percentage contribution of each segment to total Revenue, EBITDA, and CapEx. Red dashed boxes highlight the GEC CapEx spend and the negative EBITDA in the Presort segment.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
42
The slide uses a dual-axis line chart to demonstrate a -0.97 correlation between revenue and EBIT, directly challenging management's growth narrative.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
43
The chart shows a clear disparity in communication focus, with GEC consistently receiving more mentions than SendTech or Presort.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
44
Uses a line chart to visualize the widening gap between guidance and actual EPS, supported by two contradictory management quotes.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
46
Uses a quote from the CEO to frame his 'stay the course' mentality as a liability.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
47
Uses red boxes and arrows to visually emphasize the gap between guidance and actual performance.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
48
Uses a bar chart to visualize the outlier status of the company's auditor tenure.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
50
Uses a classic 'Myth vs. Reality' structure to discredit the incumbent board's narrative.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · Agitate1 hit
52
Uses headshots and bar charts to correlate long tenure with poor financial performance.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit
53
The slide uses a visual grid of headshots paired with purchase data to expose a lack of 'skin in the game'.Hestia Pitney Bowes Presentation April 2023 · hestia-pitney-bowes-presentation-april-2023
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit