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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
41
Campbell Soup Company (CPB)Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
45
The slide uses a visual metaphor of alphabet soup to reinforce the campaign slogan.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The Victory1 hit
45
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
04
This is a classic activist 'problem-solution' framing slide.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
01
Slide 1
Dell Technologies (Class V / DVMT tracking stock) (DVMT)Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
10
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
01
Slide 1
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Hook1 hit
27
This is a screenshot of a website landing page, not a traditional slide deck page.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
03
The slide is a continuation of a letter, focusing on corporate sustainability strategy and policy advocacy.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Desire1 hit
04
This is the final page of a shareholder letter, including signatures.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Action1 hit
55
AerCap Holdings (AER)AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 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
48
The slide serves as a placeholder for a video presentation.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
23
The cartoon depicts the Grim Reaper at the door, with the homeowner asking if he is there to do the hedges, serving as a metaphor for avoiding an inevitable negative outcome (weak pricing).CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Loop · Hypothesis Test1 hit
68
Includes a Non Sequitur comic strip as a visual metaphor for supply and demand.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
53
The slide uses a Hyperbole and a Half cartoon to mock the 'bull' narrative as a repetitive, potentially dubious story.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
10
This is a text-heavy shareholder letter page outlining the activist's proposed strategic changes.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
27
The slide uses a 'Peloton-style' UI overlay to frame a cartoon, likely used as a humorous transition or icebreaker.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
45
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
74
Includes revenue from recorded music, publishing, and merchandising/other. Sony Music excludes 'Visual Media & Platform'.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
21
Canadian National Railway (CNI)Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Solution1 hit
04
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
03
The slide uses a bulleted list structure to present arguments against a corporate transaction.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
21
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
73
The slide uses a 'problem-solution' structure, identifying the 'insular culture' as the villain/problem and proposing specific hiring and succession goals as the solution.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
04
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
45
Uses a 'reveal' meme format to transition to company-specific content.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit
77
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit