slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
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Slide function
151-180 of 1,296
13
The slide uses a process-style list on the left to highlight the specific area of critique (Conglomerate Structure).Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
19
Uses a list of criteria to critique a specific M&A deal, supported by pie charts showing GP mix divergence.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
07
Uses a grid of six cards to categorize board failures.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
22
The slide uses a four-column layout to categorize failures in ESG governance.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a grid of six cards to categorize failures under ESG pillars.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
02
The text is a direct attack on the incumbent board members and CEO Jeff Jacobson, framing them as obstacles to value creation.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
09
The slide uses a 'Why give Board another opportunity to fail?' rhetorical question as a closing hook.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure1 hit
37
The slide uses red text for specific experience and performance metrics to emphasize the negative correlation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
72
This is a text-heavy slide outlining the activist's narrative against the incumbent board.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
26
This is a social media advertisement (LinkedIn) for the Streamline 66 campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The slide uses a list of negative attributes to discredit the cable industry as a benchmark.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
20
The slide uses a strong accusatory tone to frame the board and management as incompetent.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
16
The chart uses a red dashed box to emphasize UNP's poor performance relative to peers.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
26
The slide uses a combination of qualitative quotes and a quantitative bar chart to build a case against management's operational competence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
27
Uses quotes from STB Chairman Martin Oberman to establish the 'villain' narrative.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
23
The slide uses a visual metaphor of darts hitting a board labeled 'RETURNS' to represent threats.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
13
The slide uses a two-section structure to attack the board and the Chair separately.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Includes a photo of the CEO and COO.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a series of bulleted arguments to frame the CEO's past decisions as the primary cause of the company's decline.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a 'Too X' structure to categorize board failures.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
Uses a pop culture metaphor to frame the governance failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
56
The slide uses a 'villain critique' approach to frame Viacom's lack of top-tier content as a failure of corporate culture.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
58
The slide uses negative percentage labels to emphasize the decline of specific brands.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
63
Uses a cartoon character (SpongeBob) to illustrate the point about over-reliance on a single franchise.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
45
Uses a quote from Eric Jackson to frame the failure as a lack of market research.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
47
The slide uses anecdotal evidence and industry quotes to undermine management's claims about Gemini's success.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
58
The slide uses a visual timeline/process flow to list costs, culminating in the 'half an Instagram' comparison.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit