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slides · global inventory

Frame Situation

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 2,219
Current window 1-60
Pages 37
Rows per page 60
Slide function: Frame Situationclear collectionreset all
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Slide function

1-60 of 2,219

filter-aware
06
The slide uses a 'Great brands' and 'Valuable assets' structure to justify the activist investment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
16
The slide uses a grid of six screenshots from past commercials to support the argument that the brand has lost its original 'fun' identity.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
65
Pfizer Inc. (PFE)Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
47
Multiple (BILL Holdings, Tripadvisor, Fluor Corporation)Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to Monotype Imaging.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Hook1 hit
06
Includes logos of BASF, Sika, and Saint-Gobain.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
33
This is a formal activist investor letter.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 1 hit
22
This slide serves as a narrative bridge between the initial investment thesis and the current activist campaign.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · David Goliath1 hit
13
This is a cover letter/introductory page for an activist investor deck.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
19
Uses a simple additive logic flow to represent the investment thesis.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
19
Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
32
The third box is redacted/empty, suggesting a placeholder or confidential topic.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
The slide uses a humorous metaphor to critique economic policy, specifically referencing the 'Fed's Jelly Donut monetary policy'.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Setup1 hit
13
The slide uses a visual metaphor to contrast economic realities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
14
The slide uses a political cartoon to frame a discussion on commodity market dynamics and central bank policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
20
The slide uses a P.C. Vey cartoon to illustrate the absurdity of negative interest rates.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
25
Uses a New Yorker-style cartoon to introduce the concept of banking.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
26
The slide uses a New Yorker-style cartoon to illustrate the irony of banks rejecting deposits due to regulatory capital requirements.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
28
Includes a cartoon illustrating the concept of charging customers for deposits.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
03
The slide uses a quote to preemptively address the 'unfamiliarity' of the proposed financial instrument (perpetual preferred stock).Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
05
Uses visual metaphors of a treasure chest and Noah's Ark to illustrate corporate cash management strategies.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
29
The slide uses a list to define the current status quo of the target company's financial strategy.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Loop · Golden Circle1 hit
04
The slide uses the cover of David Einhorn's book 'Fooling Some of the People All of the Time' to establish credibility and set the stage for a new short thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a political cartoon as a metaphor for market bubbles and corporate risk-taking.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
60
The title is a pun on the CEO's name, Dominic Frederico.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
23
The image of skyscrapers above clouds serves as a metaphor for 'bubble' valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
03
The slide uses a metaphorical narrative structure to introduce a topic, likely a business case study or project journey.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Attention1 hit
10
Uses pop culture imagery to frame investor sentiment.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
11
Uses a humorous visual metaphor to frame an investment thesis.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
35
The cartoon depicts a scarecrow teaching a younger scarecrow about 'GMO CORN', highlighting the technological shift in farming.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
37
Uses a pop-culture metaphor (Princess Bride) to discuss M&A regulatory hurdles.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
41
The slide uses a visual comparison to debunk the idea that there is a significant difference in the physical infrastructure of oil vs gas drilling.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
46
Uses a sports metaphor to frame a corporate strategy comparison.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Satisfaction1 hit
61
The cartoon is a classic visual metaphor for market cycles.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
63
The cartoon serves as a metaphor for operational backlog in the oil and gas industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
73
The slide uses a political cartoon to convey a market thesis about the decline of oil demand.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
13
Uses a metaphor (Superman/Clark Kent) to suggest that the true nature of the company is hidden in plain sight.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
48
The slide uses a cartoon as a metaphor for market cycles to frame the company's business model.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
59
The slide explains the rationale behind a new product launch as a defensive patent strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
04
The slide uses a cartoon as a rhetorical device to set up a bearish investment thesis.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
10
The slide uses a metaphorical illustration to simplify the concept of fossil fuel extraction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
06
This appears to be a page from a white paper or investor letter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
28
The slide uses a visual contrast between a known entity (Gary Steele) and an unknown entity (CFO) to frame the leadership transition.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
24
The slide uses a blue-tinted aesthetic to align with the L'Oréal brand imagery.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
Uses a cartoon illustration to convey a somber message about industry decline.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a play on words 'Solv-ay' to introduce the company Solvay.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
05
Sotheby's (BID)Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
01
Slide 1
This is a formal shareholder letter from Starboard Value to the Board of Algonquin Power & Utilities Corp.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to GoDaddy.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of a shareholder letter from Starboard Value to GoDaddy.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
Slide 1
This is a formal activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
07
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Problem1 hit
12
The slide uses a bubble metaphor to represent speculative stocks in the electric/renewable sector.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a visual metaphor of copper wire vs. an Aluminum periodic table block to represent substitution.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
32
The slide uses a flat-design illustration to represent green energy and modern infrastructure.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
50
The slide uses a protest image to frame the public perception of coal, then provides a technical distinction to differentiate the subject matter.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
04
The slide uses a psychological concept (negative reinforcement) to explain a financial market phenomenon (divergence from fair value).Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Pattern Hunter1 hit
40
Uses a visual metaphor of a Reese's cup to explain a business integration or M&A concept.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide uses a bulleted list to outline the investment rationale.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit