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Matching slides 1,727
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661-690 of 1,727
111
The slide contains two distinct exhibits: a line chart for revenue trends and a comparison table for industry players.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
149
The slide highlights that while TWX owns top-ranked titles, they are not among the fastest-growing in terms of ad pages or revenue.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
92
The slide uses a red box to highlight the 'Technology' column as the preferred strategic direction.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
20
The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
10
The slide uses a comparison table to frame FleetCor's pricing as potentially fraudulent or egregious compared to WEX.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Comparison Table1 hit
11
The table includes both announced cost synergies and potential revenue/growth opportunities.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
40
Assured Guaranty (AGO)Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
41
The slide uses a benchmark-based methodology to estimate debt capacity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide uses a contrast-pairs approach to highlight investor concerns.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
106
Uses a contrast-pairs framework to frame the nominee selection as a binary choice between a qualified candidate and an unqualified one.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
115
The table highlights that the reported figures in the Annual Report match the Q4 2008 figures exactly, with a difference of zero for almost all line items.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
116
The table shows identical totals for Revenue and Profit for the period, with minor variances in specific expense line items.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
117
The table compares 2010 AR vs Q4 2010, showing a discrepancy of 20 in taxation and non-controlling interests.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
119
The table demonstrates data consistency between two reporting periods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
43
The slide uses a red box to highlight a specific discrepancy in 'Long-term deposits'.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
114
The slide uses a visual bar chart representation at the bottom to show the mix of compensation components.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
01
The slide uses a 'Key Points' sidebar to summarize the investment thesis.N/A (asset-class advocacy) · Land and Buildings
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
Uses a 'The Board's Contention' vs 'The Reality' structure to systematically dismantle opposing arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · InterestLoop · Before After1 hit
26
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
100
The slide highlights the lack of integration between acquired products and the opportunity to cross-sell/integrate.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
11
Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Loop · Before After1 hit
62
The slide uses a hypothetical scenario to demonstrate the benefit of capital structure optimization.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
27
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
36
The slide uses a visual hierarchy to highlight 'Alternative A' as the preferred option via a callout bubble.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
17
The slide highlights a discrepancy between analyst expectations and historical performance to argue for better potential.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
Uses a peer comparison table to argue for operational improvements.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
20
The chart uses floating bars to represent yield ranges for different investment strategies within each asset class.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
33
Uses a contrast-pairs framework to highlight the differences between two leadership candidates.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
11
Uses bubble sizes to visually represent the scale of the consumer base.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit