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 211-240
Pages 473
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Slide function
211-240 of 14,162
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
16
The slide uses screenshots of news articles to establish credibility and frame the scandal as a governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The slide uses a structured table format to highlight governance failures in a M&A transaction.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The slide uses a three-column structure: Key Issue, Changes in Revised TOB, and Remaining Concerns.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The slide uses a two-column layout to categorize feedback from investors vs. sell-side/other stakeholders.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a 'violation' or 'contradiction' matrix format to map specific regulatory guidelines against the company's alleged failures.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
21
Uses a waterfall-style comparison to show how the 'minority' calculation is manipulated to lower the threshold.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
46
Includes two waterfall charts comparing FY25/3 results to FY26/3 guidance, and a third waterfall chart from FY24/3 as a precedent for similar accounting practices.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
This is a page from a shareholder letter/activist investor document arguing against a TOB.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses specific financial figures (18,600 JPY, 18,800 JPY, 1,005 JPY increase, 7.5% stock rise) to build a case of undervaluation.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
14
The slide uses a before-after comparison of calculation methodologies for 'Majority of Minority' voting thresholds.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
02
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Anchor1 hit
06
The slide uses a combination of a summary returns table and three time-series line charts to demonstrate long-term underperformance.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
Uses a dual-chart layout to contrast capital allocation (rising) against revenue performance (falling).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
10
Uses a dual-chart layout to contrast capital allocation (spending) with market outcome (enterprise value decline).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
11
The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a 'Commitment vs. Reality' structure to highlight management credibility issues.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a bar chart to visualize historical and projected losses, and a text block to highlight contradictory management statements.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses specific examples of executive departures (Young, Chernicoff, Roohparvar) to build a case for board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a direct quote (the resignation letter) to substantiate the claim of board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
38
The slide uses a contrast-pairs framework to highlight the disparity between OSATs and OEMs.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
41
The slide uses a combination of a summary table and a bar chart to illustrate the financial failure of the Digital Optics segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
42
Includes a specific callout box and arrow highlighting the 'Troubling decline due to non-renewals'.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
43
The slide uses a bar chart to contrast rising expenses with the claim of lack of output (patents).Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
66
Uses rhetorical questioning to highlight potential cronyism.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
67
Uses rhetorical questioning to highlight the absurdity of the board's stated criteria.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
68
The slide uses a chronological narrative to frame the Board's actions as a pattern of disenfranchisement.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
69
The slide uses a chronological list to build a narrative of bad faith governance.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit