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Thesis Archetype
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211-240 of 986
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This is a classic activist investor 'breakup' thesis slide.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
156
The chart uses a waterfall structure to aggregate specific operational improvements into a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
218
Includes a reference to a previous 'Real Estate Primer' and cites Green Street Advisors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses an org-chart structure to visualize the corporate structure of News Corp.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.Bloomin' Brands (BLMN) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
74
The slide uses two bar charts to contrast margin decline with expense growth, framing personnel costs as the primary opportunity for improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
04
Uses a two-part structure: a diagnostic table of failures followed by a list of required actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter, likely from an activist investor.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
81
Includes a CEO quote from 2017 to highlight the gap between management's stated goals and actual performance.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Pareto Focus1 hit
121
The slide uses bolding and underlining to emphasize key points of failure and the proposed path forward.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Next Steps1 hit
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
126
The slide uses a series of case studies to establish credibility and counter potential arguments against the activist's proposed strategy.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
66
The slide uses a precedent (Marathon) to justify the proposed strategic pivot.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
02
This is a screenshot of a LinkedIn sponsored post.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
21
The slide uses a 'problem-solution' structure, contrasting poor historical returns with a proposed strategic plan.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
19
Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
27
Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
29
The slide uses a 'before-after' bridge structure to illustrate value creation potential.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
59
The slide explains the rationale behind a new product launch as a defensive patent strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
11
The image is a cultural reference to J.R. Ewing from the TV show 'Dallas', representing the oil tycoon archetype.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
01
This is a formal shareholder letter from an activist investor.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
19
Uses a simple additive framework to illustrate value creation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
60
The slide uses a map to visualize global reach and callout boxes for key operational metrics.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
11
Uses a collage of news headlines to establish market context and urgency.PITCH DECK: Eric Seufert launches $10 million fund Heracles Capital · Heracles Capital
Pitch deck Strategy consulting Beat · Why NowLoop · Why Now1 hit
01
The slide uses a vertical list format attached to a brand pillar.See pitch deck that helped air-purification company raise money to grow enterprise business · Wynd
Pitch deck Strategy consulting 1 hit
13
Uses a dual-chart layout to juxtapose capital allocation (spending) against market performance (enterprise value).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
04
This is a classic activist deck slide framing the incumbent board as obstructionist and the new nominees as the solution.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
04
This is a classic activist investor 'thesis' slide, combining a critique of management/board with a forward-looking financial target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
Sysdig used this pitch deck to get $188 million for developer securitySysdig used this pitch deck to get $188 million for developer security · Sysdig
Pitch deck Strategy consulting 1 hit