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Problem Agitate Solution
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Matching slides 26,550
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931-960 of 26,550
04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
05
This is a rebuttal slide from Agrium attacking JANA's methodology. The table explicitly calculates the 'implied' multiple to show it is unrealistic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
06
This slide is a classic activist defense rebuttal targeting an opponent's valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
07
The slide uses a comparison table to highlight peer expansion projects as a counter-argument to JANA's valuation logic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
14
The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
16
Uses external analyst sentiment to validate the activist's thesis regarding management incompetence.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
17
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
18
The slide is designed to be contrasted with poor performance metrics in subsequent slides.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
20
The slide uses a quote to frame management as out of touch with investor priorities.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
21
The slide uses red text to emphasize the core complaints within the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
22
The slide uses a direct quote to highlight a perceived management failure.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
23
The slide uses a two-column layout to categorize margin improvement levers into Cost and SG&A, with specific basis point ranges for each.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
24
The slide uses authority bias to validate the activist's thesis by citing external financial analysts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
26
Uses a comparison frame to expose operational gaps in COGS and Labor costs.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
27
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and operational reality.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
28
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
29
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
30
Red circles highlight the downward trend across multiple categories.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
31
Uses a mapping technique to link specific corporate claims to corresponding low-performing consumer metrics.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
32
The slide uses a quote from the COO to emphasize the importance of the guest experience, contrasting it with the poor performance shown in the chart.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
33
The slide highlights the target company (On The Border) in yellow within the bar charts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
34
The slide uses a 'villain' framing technique to dismiss management's narrative.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
35
The slide uses a series of red-bordered boxes to highlight negative customer sentiment.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
06
The slide argues that market inefficiencies are temporary and correctable, framing the investment opportunity.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
75
Uses a 'before-after' style contrast table to frame management's responses as evasive.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
76
The slide uses a timeline to contrast Disney's claims of 'meaningful interactions' with the reality of brief, non-substantive contact.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
77
The slide uses a three-column layout to detail specific tactical maneuvers by the Board.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits