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Villain Slide
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32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
26
The slide uses a series of pull-quotes from financial analysts to build a case for competitive pressure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide contains a critique of BP's management and board, specifically targeting Helge Lund and Mr. Auchincloss.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain CritiqueLoop · David Goliath1 hit
08
The slide uses a comparative bar chart to frame the CEO as an underperformer.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
56
Uses red 'X' icons to denote negative practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
50
This is a classic activist investor 'villain' slide, framing the incumbent management as incompetent and unresponsive.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
11
Includes an Andy Warhol-style illustration of a man with a Campbell's soup can, likely referencing the brand's cultural history.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a 'Why give Board another opportunity to fail?' rhetorical question as a closing hook.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure1 hit
117
Uses a 'problem-critique' structure with red 'X' icons to emphasize failures.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
49
The slide uses a powerful image to establish the context of the problem.ENVIRONMENT EMERGENCY? · Ipsos
Consulting deck Strategy consulting Beat · Evidence & ProofLoop · Zoom In1 hit
10
Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath1 hit
128
Uses a hub-and-spoke diagram to visualize board interlocks.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
72
This is a text-heavy slide outlining the activist's narrative against the incumbent board.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
07
Uses a two-column layout to categorize failures into Governance and Financial issues.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Complication1 hit
09
This is a screenshot of a social media post (X/Twitter) used as a slide in a regulatory filing.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Golden Circle1 hit
09
The slide displays various aspect ratios of a campaign creative targeting executive pay.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
19
The slide uses a 'villain' framing to contrast executive pay with shareholder losses.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
09
This is a screenshot of a social media post from an activist campaign (Streamline 66).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
10
Includes a stock performance chart comparing PSX to peers (MPC, VLO).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
07
Uses a visual metaphor of a paper claim form to represent the 'past' and lists structural decline factors.Getsafe pitch deck: Insurance startup raises $93 million Series B · Getsafe
Pitch deck Strategy consulting Beat · Agitate (Make it worse)1 hit
27
Uses a New Yorker style cartoon to illustrate the concept of regulatory arbitrage.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · EvidenceLoop · The Reveal1 hit
10
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
32
The image is a famous scene from The Dark Knight where the Joker burns a pile of money, used here to imply capital destruction.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Funnel Analysis1 hit
52
The slide uses a cartoon as a rhetorical device to mock the target company's valuation methodology.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
57
The slide uses a geological map to support the argument that the deposit is constrained.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
02
This is a text-heavy press release document formatted as a letter.QTS Realty Trust (QTS) · Jonathan Litt
Press release Activist investor 1 hit
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
08
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
02
Uses legal concept 'Mens Rea' to frame corporate actions as intentional fraud.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · The Monster1 hit
09
The slide uses a 'villain' framing (Naviguard/UHC) to argue for a short thesis on MultiPlan (MPLN).MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
08
The slide includes an X-ray image and text questioning the legitimacy of NNOX's image quality claims.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
04
This is a page from a short-seller research report (likely Muddy Waters or similar) exposing corporate malfeasance.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
40
This slide serves as a critical assessment of NQ Mobile's business model and market positioning.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
41
The slide uses anecdotal evidence and visual proof to undermine the credibility of the company's operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
02
This is a short-seller research note page exposing a specific company's fraudulent business practices.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
This is a page from a short-seller research report (Muddy Waters Research).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
90
The slide uses the Enron collapse as a cautionary framework to critique Olam's growth strategy, accounting practices, and risk management.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
02
This is a research note from Muddy Waters Research, focusing on exposing potential corruption and lack of transparency in a target company.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
16
The text highlights discrepancies between company announcements and actual business outcomes, framing them as failures.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide uses a quote from Kao management to expose a contradiction between potential and actual strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
40
The slide uses a 'villain critique' approach to undermine management's credibility by contrasting their stated goals with a lack of concrete metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
41
Uses a cartoon earth character to frame the target company's strategy as absurd.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
42
Uses a hub-and-spoke diagram to break down the three brands under the 'Global Sharp Top' initiative.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
46
Includes a callout box regarding an Oasis & BDTI initiative to promote female directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
01
The document is a Muddy Waters, LLC short-seller report.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
19
Uses a waterfall-style bridge to show value destruction and a map to show lack of focus.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
02
This is page 2 of a shareholder letter. It focuses on fiduciary duty, conflicts of interest (Michael Patrick), and lack of strategic direction.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
16
The slide uses a complex network diagram to argue that the current structure is inefficient and leads to undervaluation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
43
The slide uses color-coded lines to represent ownership stakes between various Samsung entities and the Lee family.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
65
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
10
This page is a text-heavy critique of a corporate acquisition, likely from an activist investor letter.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
20
The slide uses a strong accusatory tone to frame the board and management as incompetent.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
20
This slide frames the company's strategic initiative as a failure, using the 'distraction' narrative to justify activist intervention.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
56
The slide uses a 'villain critique' approach to frame Viacom's lack of top-tier content as a failure of corporate culture.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit