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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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Slide function
13,891-13,920 of 14,162
46
The slide uses a waterfall bridge to isolate the impact of share repurchases on EPS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
48
Uses red circles to highlight the EBIT decline and a blue bar for CapEx to emphasize the contradiction.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
49
The slide uses a waterfall-style bar chart to compare guidance ranges against actuals over time.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
52
Uses a three-column layout to highlight specific analyst actions from BofA, J.P. Morgan, and UBS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
57
The slide uses a 'before-after' style juxtaposition, though it is technically an 'expose_contradiction' slide. The quote acts as the 'before' (the claim) and the images act as the 'after' (the reality).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
59
Uses screenshots of Google search results to demonstrate the lack of visibility for Kohl's.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
60
The slide uses a red box to highlight the JCPenney search result as evidence of the contradiction.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
64
The slide uses a 'CEO quote contradiction' pattern, contrasting the CEO's statement about inventory delays with visual evidence of overstocked clearance items.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
67
Includes a sensitivity table comparing $750k vs $1M remodel costs.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
70
The slide uses a 'villain' framing to attack the Board's governance and strategic decision-making.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
72
The slide uses 'x' markers to denote points of failure or contradiction in governance.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
73
The table provides a longitudinal view of Kohl's Long-Term Incentive Plans (LTIP) targets vs actuals.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
74
The chart uses a dual-axis combination of bar (operating income) and line (CEO award percentage) to visualize the disconnect.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
75
The chart uses a dual-axis combo chart (bar for compensation, line for EBIT).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
76
The slide uses red 'x' markers to emphasize points of contention regarding executive pay.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
77
Uses a screenshot of an FTC press release and a Kohl's marketing asset to highlight hypocrisy.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
123
Uses a before-after-bridge style comparison to show the pricing error.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
139
Uses a classic 'Myth vs. Reality' framing to discredit the incumbent board's narrative.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
140
Uses a red background for the 'Myth' column and white for the 'Reality' column to visually contrast the claims.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
164
The slide uses a bar chart to visually demonstrate the gap between stated goals and actual performance, reinforcing the argument that management has failed to deliver.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
165
Uses a timeline-like structure to link past announcements to current skepticism.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
166
The slide uses a timeline to highlight repetitive strategic messaging over 8 years.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
167
The slide uses a timeline to contrast corporate announcements with critical media coverage.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
05
The slide uses the term 'Opportunities' ironically to refer to excessive pay practices.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses headshots of the new directors to highlight their lack of relevant industry experience (consumer brand, financial services, technology vs. grocery).Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
14
Uses a callout box to anchor the 'lowest stock price' argument.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses a bar chart to visualize the jump in CapEx spending in 2022 compared to the 2014-2021 average.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The chart uses a 'Miss' label to explicitly call out instances where actual performance fell below the guidance range.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
Uses CEO/CFO quotes to frame management as out of touch with market reality.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Uses a classic myth vs. reality framework to discredit the incumbent board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit