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Diagnose Problem
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Matching slides 2,245
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Slide function
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02
This is a text-heavy slide from an activist investor letter (Elliott Management) framing the case for change at athenahealth.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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This page serves as a diagnostic summary of the company's issues, setting the stage for a proposed path forward.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
05
The slide uses a 'before-after' framing to highlight the deterioration of the company's financial health.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
05
The slide uses a waterfall-style bridge to compare the TOB price against book value and NAV.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification1 hit
38
Uses quotes from 'Former Automotive OES Executive' to support the thesis of unfavorable pricing power.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
45
Uses a problem-solution framework to highlight governance and transparency failures.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
07
The slide uses a red callout box on the left to emphasize the negative impact of the TOB, contrasted with a list of governance and valuation concerns on the right.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
42
Includes a stacked bar chart showing market share erosion from 16% to 9% for Toyota vs 36% to 53% for low-cost OEMs.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
45
The slide uses a diagnostic table format to contrast current failures with proposed strategic improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a larger argument against a tender offer.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
13
The central diagram is a circular process flow representing a negative feedback loop.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Aha Moment1 hit
15
Includes a callout box detailing a specific meeting with Elliott Management to expose management's lack of strategic alignment.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
Uses a combination of line charts for opex and bar charts for growth comparison to frame the problem.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses a two-column layout to contrast commercial and cost issues, followed by a bottom callout highlighting leadership's lack of refining expertise.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
44
Uses a stool metaphor to represent the four legs of the business.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
144
This is a social media advertisement (LinkedIn) from the 'Streamline 66' activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
152
This slide functions as a FAQ or summary of the activist's case against the current board.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
04
This is a text-heavy slide acting as an executive summary or introduction to the activist thesis.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
14
The slide uses a bar chart to show negative cumulative total returns over 1, 3, 5, and 10 years, paired with a list of three core reasons for the underperformance.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
26
Uses a three-column layout to categorize the root causes of the company's issues.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
32
Uses a three-part diagnostic framework to categorize operational failures.Phillips 66 (PSX) · John Pike
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
This is a classic 'problem statement' slide used in activist investor presentations to justify operational changes.Phillips 66 (PSX) · 02_Elliott_Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
14
The slide uses a series of pull-quotes from anonymous shareholders to build a case for leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
02
This is page 2 of a shareholder letter, likely from an activist investor or dissenting party.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
04
This slide serves as the core 'villain critique' and 'problem statement' for the activist campaign.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Problem Statement1 hit
09
Uses red trend lines to emphasize negative performance trends.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a circular 'cycle of failure' diagram to connect the four problem areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The MonsterLoop · Aha Moment1 hit
38
The slide uses a contrast-based diagnosis to frame the problem as both operational and cultural.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
43
The stool metaphor is a classic business framework for stability/interdependence.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit