slides · global inventory
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Matching slides 481
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241-270 of 481
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Includes two testimonials and a performance chart comparing Office Depot to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
107
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
27
Uses customer testimonials to frame the 'disintermediation' thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Uses external quotes and earnings call transcripts to cast doubt on management's narrative.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
12
Uses a timeline comparison to illustrate the 'lock-in' effect of equity vesting.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a map-based visualization to contrast regional diabetes statistics against the thesis that international expansion is not a viable growth strategy.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
17
The slide discusses geographic diversification of ACMR's customer base, specifically focusing on Intel (US), SK Hynix (South Korea), and UMC (Taiwan).ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
10
The slide uses a critical, investigative tone to challenge management's narrative regarding M&A strategy.IonQ Inc. (IONQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
04
The slide includes a detailed financial table and a narrative section highlighting the company's controversial reputation and marketing history.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
128
Uses a hub-and-spoke diagram to visualize board interlocks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
17
The chart highlights Stelco's superior cumulative return since its IPO compared to various peer groups and indices.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Propose Solution1 hit
02
This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
The slide uses a visual metaphor to contrast economic realities.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
15
The slide uses a 'Myth vs Reality' structure to challenge the conventional wisdom regarding capital allocation and growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
25
The slide includes a quote from an annual report and a commentary on the company's strategic shift toward shale.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
42
The slide outlines the legal framework (UN Guiding Principles and French Duty of Vigilance Law) governing Accor's corporate responsibility.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
100
The document is a printout of an email thread between a requester and Ibis Moscow Oktyabrskoe Pole RE regarding hotel booking for children.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
206
This appears to be a screenshot of an email thread, likely used as evidence in a research note or investigation.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
213
This is a screenshot of an email thread, not a formal research slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
215
This is a screenshot of an email thread, not a standard research slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
09
The slide presents a binary choice (high dividend vs. high leverage) and frames the current state as the 'worst outcome'.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
158
The slide uses a 'Culture > Strategy' framing to prioritize organizational values as the foundation for operational success.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
28
The slide uses a visual contrast between a known entity (Gary Steele) and an unknown entity (CFO) to frame the leadership transition.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
08
Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
25
This page is a continuation of a legal brief or research note, focusing on rebutting counter-arguments (points 4, 5, and 6).Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
22
This is a verbatim transcript page from a corporate meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
77
The slide uses a globe graphic to represent global reach, overlaid with logos of various Kao brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
01
This is a press release/open letter document formatted as a page in a deck.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Hook1 hit
02
Page 2 of a shareholder letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Voice Of Customer1 hit
24
The slide uses a narrative structure to argue for operational restructuring and decentralization.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit