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Aida Model
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Uses a convergence diagram to show market share shift toward Fast Casual.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
32
The slide uses a convergence diagram to show how three distinct market segments are funneling demand into the 'Fast Casual' category.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
13
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
24
The slide uses a simple causal diagram to link business growth and operational improvements to the projected 2009 financial metrics.Activision Blizzard | Mergers and Acquisitions Presentation Deck | 28 slides · activision-blizzard
Deck Investment bank Beat · FinancialsLoop · Cost Of Inaction1 hit
07
The slide uses a visual flow from a hardware/IP stack to a cloud-based service, highlighting a $600m cash flow bridge.arm | Investor Presentation Deck | 40 slides · ARM
Conference presentation Investor relations Beat · Early Struggles1 hit
39
The slide uses a three-pillar approach to describe the investment strategy.BlackRock | Investor Day Presentation Deck | 188 slides · BlackRock
Conference presentation Investor relations Beat · Market Size1 hit
06
The slide uses a numbered list to structure the core arguments against the current management proposal.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · Need1 hit
299
The slide uses yellow circles to annotate specific acquisition events along the stock performance line.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses historical voting data to validate the activist's current position.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
14
The slide uses a strong, singular metric to establish market scale and platform activity.Etsy | Investor Day Presentation Deck | 264 slides · Etsy
Conference presentation Investor relations Beat · How1 hit
103
The slide uses a list-based structure to build a case for urgency.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 1 hit
84
The slide uses a clear, bulleted list to justify a specific sequencing strategy for privatization.Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor 1 hit
64
The slide uses a specific scenario to illustrate the tax advantage of capital gains over dividends for a hypothetical shareholder.Goldman Sachs | Investment Banking Pitch Book | 66 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
07
The chart uses a floating bar structure to represent cost ranges or specific cost points for different payment methods.Greensill Capital | Investor Presentation Deck | 17 slides · Greensill Capital
Pitch deck Investor relations Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
Includes a disclaimer at the bottom regarding regulatory approvals.IBM | Other Presentation Deck | 10 slides · IBM
Conference presentation Investor relations 1 hit
12
The slide uses a combination of bullet points and a numbered list to outline the risks of the proposed IPO, concluding with a legal warning.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 1 hit
51
This slide uses aggressive, activist-style language to frame Nevro as a failing company and Saluda as a disruptive competitor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
The chart illustrates scaling laws in LLMs.OpenAI | Product Presentation Deck | 33 slides · OpenAI
Conference presentation Investor relations Beat · EvidenceLoop · Hypothesis Test1 hit
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The chart compares model performance against parameter count, showing a plateau after 762M parameters.OpenAI | Product Presentation Deck | 33 slides · OpenAI
Conference presentation Investor relations Beat · EvidenceLoop · Hypothesis Test1 hit
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Pershing Square | Activist Presentation Deck | 58 slidesPershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
18
The table is split into two periods: PSLP (2004-2012) and PSH (2013-2020).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
53
Uses a 'quote-counter-quote' structure to expose the contradiction.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
200
This slide outlines the culinary strategy proposed by the activist investor (Starboard Value) for Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
12
This is a classic activist investor 'demand' slide, framing the path forward as a necessary intervention.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit
01
The slide uses aggressive, accusatory language typical of short-seller research reports.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
31
The slide highlights the benefits of the direct sales model compared to traditional dealership networks.Tesla | Investor Presentation Deck | 33 slides · Tesla
Pitch deck Investor relations Beat · Action1 hit
31
This is a classic M&A rationale slide, likely from the Tesla/SolarCity acquisition deck.Tesla | Mergers and Acquisitions Presentation Deck | 35 slides · Tesla
Conference presentation Investment bank 1 hit
41
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)1 hit
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Vivendi | Mergers and Acquisitions Presentation Deck | 26 slidesVivendi | Mergers and Acquisitions Presentation Deck | 26 slides · Vivendi Universal
Deck Investment bank 1 hit
30
Wendy's International (WEN)Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit