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Argument From Analogy
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08
Uses a comparison of two SEC filing excerpts to show how the company's narrative on competitors has evolved.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Call to AdventureLoop · Zoom In1 hit
08
The slide is text-heavy, functioning as a summary of the activist short thesis.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a historical analogy to establish credibility and long-term vision.Carta | Start Up Pitch Deck | 23 slides · Carta
Pitch deck Investor relations 1 hit
07
The slide uses a central product image flanked by ingredient descriptions and icons.Celsius Holdings | Investor Presentation Deck | 23 slides · Celsius Holdings
Conference presentation Investor relations Beat · Product1 hit
203
Uses a TV-shaped graphic to frame a quote from the CCO, juxtaposed against layoff statistics.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
37
The slide uses a comparative bar chart to illustrate the opportunity cost of the current DSM structure.Elliott Management | Activist Presentation Deck | 39 slides · Elliott Management
Activist deck Activist investor Beat · Action1 hit
22
The slide uses a 'before-after' framing technique to set up a future contradiction by establishing the initial high expectations.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Agitation1 hit
17
Includes a specific revenue metric at the bottom to tie the external validation to Experian's business model.Experian | ESG Presentation Deck | 91 slides · Experian
Conference presentation Investor relations Beat · Market SizeLoop · Cost Of Inaction1 hit
32
The slide uses a potency spectrum chart to frame the problem of toxin evolution and a comparison table to highlight the competitive advantages of TATs.Fusion Pharmaceuticals | Investor Presentation Deck | 33 slides · Fusion Pharmaceuticals
Pitch deck Investor relations 1 hit
06
The slide uses a visual equation (A + B + C = D) to simplify a complex technological concept.Hyperloop One | Investor Presentation Deck | 34 slides · Hyperloop Technologies Inc.
Pitch deck Investor relations Beat · InterestLoop · Pattern Hunter1 hit
07
Includes a technical stack diagram of CoreWeave's platform.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
03
Page 3 of 6 from a Dealreporter document.N/A (Japanese M&A regulatory guidelines; Alps Alpine cited as precedent) · Norie Hata
Other Activist investor Beat · Evidence1 hit
101
Uses a side-by-side list comparison to establish operational similarity.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
21
Legal analysis of contract interpretation rules (plain meaning, intent, contra proferentem) applied to a specific insurance contract clause.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
15
Page 15 of a document titled 'Road Kill on the Information Highway'.Nathan P Myhrvold Microsoft · nathan-p-myhrvold-microsoft
Deck Investor relations Beat · AgitateLoop · Cost Of Inaction1 hit
43
Strategic Organizing Center | Activist Presentation Deck | 65 slidesStrategic Organizing Center | Activist Presentation Deck | 65 slides · Strategic Organizing Center
Activist deck Activist investor Beat · Solution1 hit
05
Uses a hub-and-spoke diagram to demonstrate market precedent.The pitch deck marketing startup Valve used to raise $4.5 million · Valve
Pitch deck Strategy consulting 1 hit