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Story Moments
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Matching slides 684
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451-480 of 684
202
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
211
The slide uses a photo of an Olive Garden exterior overlaid with callout boxes suggesting specific sub-concepts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
14
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
76
The slide uses a sum-of-the-parts (SOTP) valuation approach to derive an equity value, then adjusts for debt, JV interests, and cash to arrive at a per-share price.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
12
The slide uses a visual metaphor (tiger) to represent the codename of the processor.arm | Investor Presentation Deck | 35 slides · Arm
Conference presentation Investor relations 1 hit
06
This is a text-heavy research note page detailing the company's recent history and financial distress.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide uses a 'hero' image of participants on a Tough Mudder obstacle, flanked by smaller images showing participants holding Celsius energy drinks.Celsius Holdings | Investor Presentation Deck | 41 slides · Celsius Holdings
Pitch deck Investor relations Beat · Traction1 hit
03
The slide serves as a bridge between a previous report and the current section, highlighting specific red flags (seller financing, proxy individuals linked to money laundering).CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
130
Uses bolding and underlining to emphasize the lack of insider confidence.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
12
This is a transcript slide from a proxy contest presentation.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
04
This is the final page of a shareholder letter, including signatures.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Action1 hit
37
Uses a child playing with a toy plane as a metaphor for the business model.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
62
The slide uses a cartoon to frame a critique of a company's financial health and the necessity of regulatory oversight.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
62
The cartoon is a classic Sidney Harris New Yorker cartoon used to mock unrealistic business projections.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
67
The slide uses a cartoon to illustrate a point about investment strategy, specifically comparing betting on oil prices via stocks versus other instruments.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Evidence & Proof1 hit
09
The slide uses a critical tone to challenge the attribution of success to the current CEO, contrasting it with the previous CEO's legacy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
32
The slide uses a screenshot from the TV show 'Silicon Valley' to illustrate a data center.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
25
This is a text-heavy transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
86
The slide outlines a digital marketing strategy focusing on UI/UX redesign and content creation for social media.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
This is the first page of a press release document.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
202
Includes a press release excerpt regarding the Pork Filettino's 'Best Entree' award.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
14
The slide uses anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
18
The slide uses direct quotes from an Ushio engineer and other industry experts to undermine Lasertec's marketing claims.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
22
The slide uses expert testimony to frame Lasertec's technical roadmap as a failure, specifically highlighting the inadequacy of their R&D investment compared to ASML/Cymer.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
24
The slide uses a narrative approach to discredit Lasertec's technical strategy by highlighting past rejections of current partners.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses investigative reporting style to expose a negative relationship between a vendor (Lasertec) and a customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
07
Includes a direct quote from the 2006 Master Plan as a foundational strategic anchor.Tesla | Mergers and Acquisitions Presentation Deck | 35 slides · Tesla
Conference presentation Investment bank Beat · Problem & Complication1 hit
37
Uses contrast-principle to frame the incumbent board as stagnant.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
67
Trian Partners | Activist Presentation Deck | 94 slidesTrian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit