slides · global inventory
Before After Bridge
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Matching slides 3,276
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1,231-1,260 of 3,276
15
The slide uses a list-based structure to highlight three primary value drivers.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
22
The chart uses a vertical dashed line to mark the 2018 'Return to Our Roots' strategic shift, dividing the timeline into three distinct periods.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · SatisfactionLoop · Before After1 hit
49
The slide uses a dual-axis line chart to show absolute and relative P/E multiples, with a table for summary statistics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
55
The chart highlights the average cost at announcement ($67) and correlates specific news events with share price movements.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
59
The slide uses callout boxes to explain specific price movements relative to earnings and market sentiment.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
63
The slide uses a timeline-annotated line chart to correlate specific company milestones with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
81
The chart highlights the gap between the average cost at announcement ($91) and the final price ($63).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Action1 hit
12
This is page 12 of a shareholder letter, likely from an activist investor (Elliott Management).Cognizant Technology Solutions (CTSH) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
06
Uses a classic 'problem-solution' or 'before-after' framework to justify activist intervention.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
18
The slide uses donut charts to show the shift in revenue mix for three major tower companies.Crown Castle International Corp. (CCI) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Before After1 hit
13
The chart uses a split-axis approach to separate the 'Peak to Trough' and 'Recovery' phases of the financial crisis.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
56
The chart compares the 2/1/2017 event against historical peaks, most of which occurred during the 2009 financial crisis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
176
Uses a stacked bar chart to compare historical revenue segments against a 2019 projection, highlighting a discrepancy with management's guidance.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
61
Uses a waterfall-bridge chart to visualize margin expansion.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Beat · Propose Solution1 hit
148
This slide uses a simple 'If-Then' logical structure to explain a compensation mechanism.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor 1 hit
64
The slide uses a precedent to argue for the value of spinning off midstream assets.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
14
The slide uses a before-after diagram to illustrate the impact of the proposed corporate restructuring.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
42
The chart shows a downward trend in Capex as a % of revenue across three segments (International, Digital, NA) from 2006 to 2014.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor Loop · Before After1 hit
39
Uses industry expert quotes to validate the thesis that ownership is not required for supply chain security.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
07
The slide uses a growth-arrow visual to frame the four pillars of Southwest's historical success.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit
48
Uses a before-after bridge visualization to highlight the delta in employee compensation.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor Beat · Solution1 hit
07
Uses a before/after framing to justify a board action.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Problem1 hit
20
Uses a split-screen layout (blue top, red bottom) to visually represent the 'before' and 'after' states.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor Loop · Logic Chain1 hit
06
Uses a three-column structure to contrast current status with the proposed path forward.The Goodyear Tire & Rubber Company (GT) · Elliott
Activist deck Activist investor 1 hit
41
The slide uses a screenshot of a previous Elliott presentation as evidence of their original thesis, then contrasts it with a table of actual results.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
14
The slide uses a two-column layout to contrast high-level objectives with specific tactical elements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
86
Uses Brinker as a precedent to argue for Darden's turnaround potential.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
190
The slide uses historical performance to argue for current leadership change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
09
Uses a waterfall-bridge chart to illustrate value creation from current price to target price.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit
09
Uses a before-after framing to highlight the decline in competitive standing.Southwest Airlines (LUV) · Elliott
Activist deck Activist investor 1 hit