slides · global inventory
Name Villain
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Matching slides 1,296
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Slide function
1-60 of 1,296
28
Uses a 'past behavior' argument to discredit incumbent board nominees.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
Uses strong contrast language to frame the incumbent board as the villain and the activist slate as the hero.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
50
This is an activist investor deck slide attacking the incumbent board.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
97
Includes photos of the corporate office to emphasize 'lavish excess'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
135
Includes a visual callout (red circle) over an Olive Garden advertisement to emphasize the critique of discounting.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
04
This slide serves as a diagnostic critique of management's track record to justify the need for change.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
This is page 5 of a shareholder letter from Elliott Management.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
This is a page from a shareholder letter (likely an activist investor campaign) criticizing the board of directors.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses analyst quotes to build a case against the company's current capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
93
Focuses on governance entrenchment mechanisms.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
25
This is a slide from an activist investor campaign (Elliott Management) targeting Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
09
This is a screenshot of a social media post (X/Twitter) used as a slide in a regulatory filing.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Golden Circle1 hit
17
Uses a visual metaphor of a climber (CEO/Board) hanging from a weight to represent the burden of poor performance.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
45
Uses a bar chart to highlight PSX's negative growth vs. peers and visual asset maps to show lack of expansion.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
46
Includes a testimonial from shareholder nominee Mike Heim.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
63
Uses a quote from the Lead Independent Director to expose a contradiction in governance standards.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
Uses a 'villain' framing to contrast CEO pay with company underperformance.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
09
The slide displays various aspect ratios of a campaign creative targeting executive pay.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
19
The slide uses a 'villain' framing to contrast executive pay with shareholder losses.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
08
This is a screenshot of a social media post (X/Twitter) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
02
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
09
This is a screenshot of a social media post from an activist campaign (Streamline 66).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
12
This is a screenshot of a social media advertisement (likely Twitter/X) used in an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
11
The slide uses a stacked bar chart to visualize the $6.1 billion spent on capex and acquisitions since 2005.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
13
The slide uses external citations from ISS and media reports (CNBC, NY Post) to build a case against the current board's governance practices.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
33
Part of an activist investor deck (Elliott Management) targeting Phillips 66.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
Uses a 'Damaged Management Credibility' banner to frame the argument.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
This is a social media advertisement (promoted post) for the 'Streamline66' activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
09
This is a promotional slide from an activist campaign (Streamline66/Elliott) targeting Phillips 66 management.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
10
This is a social media advertisement (promoted post) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution1 hit
11
This is a social media ad (promoted post) from Elliott Investment Management's 'Streamline66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution1 hit
03
The slide uses a social media post format to present a critique of corporate strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
15
This is a transcript of an investor call or interview regarding an activist campaign against Phillips 66.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
10
Includes a stock performance chart comparing PSX to peers (MPC, VLO).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
This is a screenshot of a tweet/post from 'Streamline 66' (an activist campaign account) attacking Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
04
This is a screenshot of a tweet/social media post used as a regulatory-filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Villain Critique1 hit
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
This is a screenshot of a LinkedIn promoted post/video advertisement.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
12
The slide is a screenshot of a social media post (likely X/Twitter) used as an activist investor communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a 'villain critique' structure to frame the TOB as a breach of corporate governance standards.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Villain Critique1 hit
28
The slide uses a table to contrast Patch's performance against the broader Display segment, highlighting the -1131% margin.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
Uses a series of bulleted arguments to dismantle management's optimistic projections.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
86
Includes visual evidence (screenshots) of ISS and Glass Lewis reports recommending against Stengel and rating compensation as 'Poor'.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
19
The slide uses a classic activist investor 'strategic critique' structure, highlighting a specific management decision and providing three distinct reasons for skepticism.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
This is a classic activist investor 'villain' slide, attacking the competence and tenure of the incumbent leadership.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
44
Focuses on W. Scott Hedrick as a specific target for removal.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
18
The slide uses a 'villain' framing by focusing on the lack of independence and the consolidation of power under Richard Hill.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
40
This is a classic 'villain critique' slide used by activist investors to demonstrate management incompetence.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
44
Uses a combination of bar charts and a data table to illustrate operational inefficiency.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
65
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
14
Uses a puzzle-piece visual to represent the conglomerate structure being broken apart.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
45
Includes a testimonial/quote from shareholder nominee Mike Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
62
Includes a direct quote from the Lead Independent Director to expose contradiction.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit