Matching slides 3,962
Current window 1-30
Pages 133
Rows per page 30
Slide function: Propose Solutionclear collectionreset all

Slide function

1-30 of 3,962

filter-aware
06
Page 6 of a shareholder letter/proposal document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
10
This is page 10 of a shareholder letter, focusing on management change and operational improvement.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
Page 11 of a shareholder letter; focuses on operational efficiency and capital allocation.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
08
The slide advocates for corporate governance reform in the context of Japanese cross-shareholding practices.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
This is a text-heavy shareholder letter page outlining a specific strategic recommendation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
04
The slide uses a clear 'problem-solution' structure, identifying the cost of undervaluation and proposing specific tactical actions.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor 1 hit
02
This is page 2 of a shareholder letter, likely from an activist investor (Trian Partners).PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
11
This is a page from a shareholder letter advocating for a change in capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
34
The slide uses a structured comparison framework to contrast current operational/governance issues with proposed strategic improvements.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
39
The slide uses a 'Case Study' and 'Benefits' structure to frame the proposal.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
41
The slide uses a map-based visual to illustrate regional brand fragmentation and lists specific operational levers for consolidation.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
42
Includes a specific callout for a +15 bps margin impact.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
43
The slide uses a hub-and-spoke diagram to illustrate the current fragmented state of the four brands under the TALG umbrella.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
44
Includes a timeline-style diagram showing the transition from 'Today' to 'Ambition'.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Solution1 hit
34
The slide uses a 'before-after' framework to justify a standalone strategy, contrasting current governance/capital allocation issues with future targets.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
04
The slide uses a before-after valuation bridge to illustrate the potential upside of the proposed plan.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
19
The valuation bridge uses a waterfall-bridge chart to show value creation from $103 to $183 (base) and then to $350+.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
69
Uses a waterfall-bridge chart to illustrate value creation from specific strategic initiatives.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
74
The slide uses a four-column layout with checkmark icons to present the core thesis for the proposed spin-off.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Uses a before-after/problem-solution framing to advocate for leadership and cultural changes.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
16
Uses a waterfall-bridge chart to visualize the path to valuation upside.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
66
The slide uses a precedent (Marathon) to justify the proposed strategic pivot.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
06
This is a social media advertisement (promoted post) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
07
This is a screenshot of a social media post (Twitter/X) from the 'Streamline 66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a 'problem-solution' structure, contrasting poor historical returns with a proposed strategic plan.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
18
The slide uses a waterfall-bridge chart to visualize the value creation potential of the proposed strategic initiatives.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
68
The slide uses a waterfall-bridge chart to illustrate value creation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
73
Phillips 66 (PSX)Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
78
Uses a before-after framing to contrast current failures with proposed corrective actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
90
Uses a directional arrow graphic to frame the choice.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit