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Uses a comparison table to highlight ingredient simplicity as a brand differentiator.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
29
Includes a footnote regarding the PSH High Water Mark date.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
32
The slide uses a hub-and-spoke diagram to show the holding company structure.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
32
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
38
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Market Size1 hit
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
70
The slide uses a two-part structure: positive performance highlights followed by a rebuttal to market concerns about oil price exposure.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
17
BlackRock | Investor Day Presentation Deck | 188 slidesBlackRock | Investor Day Presentation Deck | 188 slides · BlackRock
Conference presentation Investor relations Beat · Problem1 hit
01
Slide 1
This is the cover letter of an activist investor presentation.Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
24
Uses a contrast-pairs framework to frame the voting decision as a binary choice between change and status quo.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
296
The slide uses a numbered list format (point 4) to outline a strategic shift.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
23
Bank of East Asia, Limited (0023.HK)Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
34
Page 34 of an activist investor deck.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
The slide serves as an introductory executive summary for an activist investor presentation.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem1 hit
27
Uses a 'Failure to Evolve Strategy' vertical banner to frame the problem.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
05
The slide uses a narrative structure to frame the current board as the 'hero' and Vivendi as the 'villain'.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
23
The slide uses a 'staircase' or 'progressive disclosure' layout to present the three pillars of the activist campaign.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
75
This is a text-heavy slide outlining the rationale for board reconstitution.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 hit
08
Includes specific share ownership data for various participants in the proxy solicitation.Southwest Airlines (LUV) · Elliott Investment Management
Regulatory filing Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
17
This is a web-page style slide from an activist investor campaign (Elliott Management) targeting Southwest Airlines.Southwest Airlines (LUV) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Resolution1 hit
07
Uses a visual metaphor of tires on an upward-trending arrow to represent growth.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
01
Slide 1
This is the first page of a formal shareholder letter/proposal.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Situation & Context1 hit
07
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
20
Uses a contrast-pair structure to highlight specific misleading claims vs. the truth.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
16
The slide uses a Mad Libs-style input form to simplify user data entry.Oscar Health | Start Up Pitch Deck | 33 slides · Oscar Health
Pitch deck Investor relations Beat · SolutionLoop · Logic Chain1 hit
20
Sampo Oyj (SAMPO)Sampo Oyj (SAMPO) · Elliott
Activist deck Activist investor 1 hit
36
Uses strong, accusatory language to frame the Board's actions as a breach of fiduciary duty.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
187
Includes a quote by Sam Walton to reinforce the customer-centric thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
204
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
12
This is a classic activist investor 'demand' slide, framing the path forward as a necessary intervention.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Loop · Logic Chain1 hit