slides · global inventory
Before After Framing
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121-150 of 637
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
02
This is a research note page detailing specific claims regarding MCY's insurance exposure and regulatory filings.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
40
The slide uses a vertical dashed line and a red circle to emphasize the 'turning point' of the stock performance.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
11
The chart highlights the significant underperformance of Deckers relative to its peers and broader indices.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
04
The slide uses a visual comparison to expose document fraud.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
27
Uses a before-after framing to demonstrate credibility and relationship building.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
99
Uses a quote from Netflix Q4 2023 shareholder letter to validate the margin expansion narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
50
The slide uses a stacked bar chart to visualize the shift in sentiment over time.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a waterfall bridge to visualize the gap between projected and actual EBITDA, followed by a table showing the resulting decline in enterprise value.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Complication1 hit
21
Uses a before-after framework to demonstrate that perceived asset quality is often a function of management quality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
62
The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
03
The slide uses two bar charts to illustrate negative revenue forecasts for retail and business travel sectors.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
23
The slide uses a photo of a station domination to illustrate the scale of assets, followed by text detailing allegations of insider enrichment and failed acquisition synergies.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
09
Includes a map of the facility, property tax assessment data, and a narrative regarding a significant price premium paid by IIPR.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
51
Includes Google Street View screenshots and investigator field notes.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
54
The slide uses a stacked bar chart to show historical and estimated trends in sales mix, and a grouped bar chart to compare profit margins across first-party and third-party games.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The chart illustrates a shift in strategy from expansion to contraction/rationalization.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
29
The chart uses a waterfall-like visual style for a time-series bar chart.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
32
The chart illustrates a downward trend in SG&A expenses over a 7-year period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
54
The slide uses a metaphorical/anecdotal headline to introduce a quantitative financial sensitivity analysis.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
10
Includes a quote from former CEO David Taylor validating the significance of the change.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
21
Includes a quote from Jim Cramer criticizing the balance sheet.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
68
Case study of Trian's investment in Ingersoll-Rand.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
54
The slide uses a line chart to visualize the margin decline and provides specific operational levers for margin expansion.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
58
The chart uses a split timeline to emphasize the contrast between the stagnant period (2004-2012) and the improvement period (2012-2014).General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
11
Uses a bar chart to show relative performance and a list to provide context on the starting conditions of the CEO's tenure.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
Uses a before-after visual structure to highlight business model shift.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Loop · Before After1 hit