slides · global inventory
Analytical Method
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Matching slides 365
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181-210 of 365
108
Includes a specific example of chicken weight tolerance and a photo of a branded Red Lobster bag as a 'Cadillac' example of over-specification.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
216
The slide uses a 'problem-solution' structure, contrasting high labor costs with specific tactical interventions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
224
Uses Green Street Advisors benchmarks for EBITDAR/rent coverage.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
108
Uses BlackRock Solutions as a precedent for BNY Mellon's potential strategic pivot.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
48
Includes a thumbnail of a previous slide (likely a table) in the top right corner.Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
70
Includes a red handwritten-style arrow pointing from the Jefferies quote to a red-dashed callout box criticizing GCP's late entry into the DIY/smaller-scale projects market.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
08
The slide uses a bar chart to contrast historical actuals with forward projections, specifically critiquing the company's mid-cycle methodology.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a New Yorker-style cartoon to illustrate the irony of banks rejecting deposits due to regulatory capital requirements.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
53
Uses the iceberg metaphor to imply hidden depth or systemic issues.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
18
The slide uses a Mother Goose and Grimm cartoon to illustrate the concept of 'evergreening' or lifecycle management in the pharmaceutical industry.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
29
The slide uses a metaphor of a chameleon to suggest the company opportunistically pivots its narrative to follow industry hype.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
05
The slide uses a process flow diagram to explain the technical mechanism of the company's DAC technology.Greenlyte: Carbon capture startup raises $3.5 million pre-seed round · Greenlyte Carbon Technologies
Pitch deck Strategy consulting Beat · SolutionLoop · Quick Win Big Bet1 hit
07
The slide uses a process flow diagram to explain NLP-based aspect extraction from unstructured text.Here's the pitch deck Birdie used to $1.6 million in seed funding · Birdie
Pitch deck Strategy consulting Beat · Product Demo1 hit
15
Includes specific critique of EBITDA adjustments related to real estate sales and joint ventures, and a comparison of debt calculation methodologies.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
13
Includes a description of a 'brushing' model involving round-tripping RMB 1,000,000 for ad placements.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
20
Legal analysis of a specific contract dispute involving 'Carrier Fund' and 'Fund Value' accounts.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 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
23
This page is a continuation of a legal brief or research note, focusing on the interpretation of insurance contract terms and marketing claims.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
07
The slide uses a skeptical, investigative tone, referencing Enron as a comparative precedent for lack of transparency.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
79
The slide uses a skeptical tone to expose potential financial engineering and poor investment decisions by Olam.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
17
Includes a funnel diagram for the drug discovery process and a detailed table of assumptions for revenue modeling.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
07
Uses a 'locked' vs 'unlocked' visual metaphor to contrast traditional methods with their innovation.Nourish Ingredients: Plant-based alternative fat startup raises $28.6m · Nourish Ingredients
Pitch deck Strategy consulting Beat · Solution ApproachLoop · Cost Of Inaction1 hit
13
Uses the Mehrabian rule to justify the development of Express-2 avatars.Pitch deck: Synthesia raises $180 million at $2.1 billion valuation · Synthesia
Pitch deck Strategy consulting 1 hit
07
Includes a citation to a specific JAMIA study as a foundational case study.Pitch deck that landed Carta Healthcare a $25 million Series B round · Carta Healthcare
Pitch deck Strategy consulting Beat · Problem1 hit
06
Uses a metaphor of an umbrella in a storm to represent 'insurance' against the 'storm' of quantum disruption.Quantum-computing startup QC Ware's $25 million Series B pitch deck · QC Ware
Pitch deck Strategy consulting Beat · ProblemLoop · Why Now1 hit
10
Uses a mathematical decomposition framework to isolate the win rate as the primary cause of lower bookings.Read the pitch deck Atrium used to raise a $20 million Series A · Atrium
Pitch deck Strategy consulting Beat · Solution1 hit
06
Real pitch deck: Cybersecurity startup Gutsy raises $51 million seed roundReal pitch deck: Cybersecurity startup Gutsy raises $51 million seed round · Gutsy
Pitch deck Strategy consulting Beat · Product Demo1 hit
03
Uses a famous quote as a hook to transition into the problem statement regarding enterprise application security.See the pitch deck fast-growing Onapsis used to raise $55 million · Onapsis
Pitch deck Strategy consulting Beat · TractionLoop · Pattern Hunter1 hit
71
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to derive total excess corporate costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses a cartoon to highlight the subjectivity or lack of consensus in valuation.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor Loop · Before After1 hit