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1,021-1,050 of 3,276

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Uses a before-after framework to contrast manual paper checks with the BILL mobile interface.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
12
Uses a before-after framing to highlight the value proposition of BILL's integration capabilities.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
49
The slide uses a before-after pie chart comparison to illustrate business transformation.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
92
The green box highlights the period starting from David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
93
The chart compares two metrics (Backlog vs Unfunded Losses) over time to demonstrate risk reduction.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
97
The chart illustrates a strategic shift in contract mix during David Constable's tenure as CEO.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
99
The slide uses a visual connection (dashed lines) to emphasize the growth of the Urban Solutions segment slice.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
110
The chart highlights a specific event (NuScale IPO) and a median line to emphasize the valuation gap.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
14
The slide uses a political cartoon to frame a discussion on commodity market dynamics and central bank policy.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
48
The slide uses a bar chart to illustrate the market position of ILFC relative to competitors, with text explaining the context of its acquisition and sale.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
Uses a visual metaphor of an apple pie to illustrate the 'cake' analogy mentioned in the text.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
21
The slide uses a dual-axis chart to correlate share count reduction with buyback activity.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
56
The slide uses two charts to demonstrate that the 'greenfield' opportunity for EHR adoption has been largely exhausted as incentives phase out.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
47
Uses a famous Hyperbole and a Half comic to make a point about M&A strategy.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
08
The slide uses a pun in the title and an Economist magazine cover to illustrate the decline of coal due to market and regulatory pressures.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
16
The cartoon serves as a metaphor for market consolidation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
63
The cartoon serves as a metaphor for operational backlog in the oil and gas industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
74
The chart shows a historical correlation that broke down around 2009.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
14
The slide uses a dual-axis chart to illustrate the impact of oil price volatility on revenue, specifically pointing out a -11% drop in 2008.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Monster1 hit
26
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
The slide uses a Peloton UI aesthetic to present financial data.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Early Struggles1 hit
51
Shows revenue composition change over time, highlighting the impact of PS4 launch and PS Plus.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a stacked area chart for revenue mix and a line chart with vertical cycle markers for operating margins.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Uses a process diagram to show the impact of shareholder pressure on corporate governance and strategy.Sotheby's (BID) · Daniel S. Loeb
Activist deck Activist investor 1 hit
22
The slide highlights a 60% reduction in potential new capacity compared to 2008.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Agitate1 hit
46
Uses a 'But Wait, There's More!' meme overlay on a photo of a mining site.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
22
Uses a bracketed list to contrast long-term drivers with a short-term inhibitor.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
31
The slide uses a bar chart to visualize the profit growth and tables to show revenue and margin expansion.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
43
The slide uses stock price data to argue that the market viewed a potential merger as value-accretive for both parties.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
08
The slide uses a visual metaphor of a gasoline car vs an electric car to set up a future comparison.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit