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Problem Agitate Solve Pas
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105
The slide specifically addresses the counter-argument that they are trying to eliminate the 'unlimited' breadstick brand promise.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
214
Includes screenshots of TGI Fridays mobile app as a precedent for the proposed technology.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
250
Uses a nested bullet structure to build a logical argument for franchising in specific geographic markets.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
134
This is a text-heavy page from a Lazard report, likely part of a larger industry analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
06
Uses a structured Issue-Proposal-Action framework.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
135
The slide uses a process flow diagram to illustrate the shift in communication strategy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
37
The slide uses a contrast-based framing to position the Independent Slate against the incumbent board.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
94
The slide uses a numbered list format to present specific governance recommendations.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
66
Uses a three-part structure: Background, Problem, and Proposed Solution.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
67
Uses a structured background-problem-solution framework.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
102
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Jobs To Be Done1 hit
140
The slide uses a structured list format to present strategic recommendations based on external consulting analysis.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
10
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)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
66
The slide uses a precedent (Marathon) to justify the proposed strategic pivot.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 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
27
Uses a New Yorker style cartoon to illustrate the concept of regulatory arbitrage.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
113
The slide uses a check-list format to highlight the benefits of the proposed plan.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
04
The slide uses a background of leaves to reinforce the sustainability theme.PITCH DECK: The Cool Down raises $5.7 million seed round · The Cool Down
Pitch deck Strategy consulting Beat · Why NowLoop · Why Now1 hit
03
This is a text-heavy press release slide summarizing the investment thesis.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
34
The slide uses a structured list format to detail specific corporate governance and structural problems.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
27
Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
03
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
06
The slide uses a 'problem-solution' structure to critique current MLP management and propose an 'All-In' dropdown strategy.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
05
The slide outlines the core argument for a potential split or restructuring of PepsiCo.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
70
Uses a quote from a 2016 earnings call to frame management as out of touch with the competitive reality.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
31
Uses a precedent-based argument (Heinz) to justify a specific demand for State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
71
This is a classic activist investor rebuttal slide, framing the opponent's proposal as a 'fire sale' and positioning the author's plan as the superior alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit