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Villain Slide
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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
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
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
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
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