slides · global inventory
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Matching slides 1,231
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511-540 of 1,231
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The slide uses a collage of brand assets to build a narrative of brand strength.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor 1 hit
30
The slide uses a dialogue format between a GS analyst and the CEO to frame the company's strategic priorities.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
74
The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
37
The slide uses screenshots of OpenAI announcements to validate the partnership claim.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
01
This is an activist investor letter from Starboard Value to Mellanox Technologies.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
110
The slide uses a visual grouping strategy to distinguish between new nominees and existing board members.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit
55
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
04
The slide uses the cover of David Einhorn's book 'Fooling Some of the People All of the Time' to establish credibility and set the stage for a new short thesis.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
20
The slide uses a visual pun on 'bubbles' to discuss stock market valuations.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Struggle (Inadequate margin leverage)1 hit
41
The slide uses a direct quote to undermine a third-party analyst's (Morgan Stanley) thesis.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
08
Uses a New Yorker-style cartoon as a metaphor for corporate M&A strategy.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · InterestLoop · Logic Chain1 hit
24
Includes a satirical cartoon about pharmaceutical research costs and timelines.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
40
The cartoon depicts St. Peter at the pearly gates questioning two businessmen about their merger, implying the deal is so significant it challenges traditional entry criteria.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
14
The slide uses a pun on 'hiking' to transition from a political scandal context to the topic of Appalachian coal.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
44
The slide highlights production growth while emphasizing management's decision to defer new investment until economics improve.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
60
CONSOL Energy (CNX)CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
81
The slide highlights a $100 million revenue outperformance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
08
The cartoon serves as a metaphorical critique of poor investment choices, specifically referencing oil fracking.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
56
The cartoon uses a wine corkscrew metaphor to represent drilling into the ground and extracting a 'burst' of resources.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
99
The slide uses a critical tone to question the capitalization of assets.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
08
The slide is entirely text-based, functioning as a narrative or opinion piece within a presentation.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a grid layout to categorize offerings into four pillars: Domains, Hosting, Web Presence, and Applications & Commerce.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
03
The slide uses a cartoon as a rhetorical device to pivot the discussion.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
05
The slide uses a humorous cartoon to transition into a discussion about market opportunities during downturns.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
28
The slide uses a cartoon to bridge the topic of teeth whitening (peroxide) and business segments.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Business Model1 hit
33
The slide uses visual examples to illustrate the diverse applications of Highly Dispersible Silica (HDS).Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
05
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
34
The slide includes a stock price chart and a short paragraph justifying an investment in the company based on its leading position in copper mining and valuation.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Hypothesis Test1 hit
27
The slide uses a logo grid to establish credibility and market reach.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
38
The slide uses a photo of Cathie Wood to anchor a hypothetical valuation scenario.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit