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The slide uses a chevron-like background to imply forward momentum.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
26
Uses a causal-chain style mapping to link regulatory requirements to operational outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a 2x3 grid of colored boxes to categorize strategic focus areas.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
14
The slide outlines a classic activist investor playbook for operational and financial restructuring.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
28
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
32
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · EvidenceLoop · Quick Win Big Bet1 hit
36
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The VictoryLoop · The Reveal1 hit
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
08
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Loop · Golden Circle1 hit
115
The slide uses a grid layout to present eight distinct strategic concerns.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
48
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
57
The slide uses a simple icon-based illustration to represent the physician-patient-technology interaction.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
54
The slide uses the term 'Capitulation' to describe the loss of these specific customers.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
26
The slide uses brand recognition to anchor the concept of 'Branded' companies, comparing them to P&G and Colgate-Palmolive.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · ActionLoop · Golden Circle1 hit
39
The slide uses the metaphor of 'weddings' to describe corporate mergers.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
68
Includes a Non Sequitur comic strip as a visual metaphor for supply and demand.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
02
This is page 2 of a shareholder letter, continuing a list of demands.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
29
The slide uses a contrast-based structure (Advantaged vs. Deteriorating/Lagging/Eroding/Poor) to frame the activist argument.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
91
The slide uses a structured list format to present four distinct strategic pillars.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
05
The slide uses a UI metaphor of a Peloton workout screen to present business highlights.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Humble Origins1 hit
43
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
16
The slide outlines a strategic preference for spin-offs over other corporate restructuring methods.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
This slide outlines the core activist thesis for Third Point's campaign against Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
87
The slide uses a numbered list to detail specific operational changes, including management turnover, margin expansion, and working capital improvements.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
36
Slide 35 from an activist deck, likely Trian Partners or similar.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
41
The slide uses a process-flow diagram to link enterprise functions to two core business model objectives.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
04
This slide is from a Third Point presentation regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit