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Elliott · activist-deck

Riverbed Technology, Inc. (RVBD)

14 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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Riverbed Technology, Inc. (RVBD)

Elliott · 2014-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides
— 0/1 slides
Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Solution (Provide relief) 4 slides 100% 4/4 slides 100% 4/4 slides · 25 hits
— 0/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides 50% 2/4 slides

Slide inventory

14
every slide · same image gating as the playbook
01
Slide 1
Includes Elliott and Moelis & Company branding.front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a structured table format to present deal terms, including valuation multiples and premiums.summarize
Open slide detailLoop · The Reveal
04
Includes a stacked bar chart for revenue and a bar chart for growth rates.analyze_data
Open slide detail
05
Includes a pie chart of market share and two bar charts showing revenue and growth rates.analyze_data
Open slide detail
06
This is a classic activist investor 'case for change' slide, highlighting market headwinds, poor capital allocation, and operational underperformance.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
07
The chart highlights a 69.4% underperformance gap between the NASDAQ and Riverbed.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Benchmark Gap
08
The slide uses a combination of a line chart for share price and a bar chart for volume, with callouts pointing to specific dates of negative news.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)Loop · Benchmark Gap
09
The slide uses a vertical arrow on the left to indicate that the listed analyst reports address Elliott's offer.preempt_rebuttal
Open slide detailLoop · Benchmark Gap
10
The 22% premium is highlighted with a red dashed circle.cite_precedent
Open slide detailLoop · Benchmark Gap
11
Includes detailed footnotes regarding methodology and data sources.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Benchmark Gap
12
The slide highlights that Riverbed's valuation at $21/share is premium relative to the peer median.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Benchmark Gap
13
The slide uses a red dashed box to highlight the TEV/EBITDA multiples for comparison.compare_peers
Open slide detailBeat · Solution (Provide relief)
14
The table highlights that the Elliott offer's premiums (42.9%, 45.2%, 40.9%, 37.6%) are consistently higher than the median premiums of the selected peer transacompare_peers
Open slide detailBeat · Solution (Provide relief)