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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 10,591-10,620
Pages 355
Rows per page 30
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10,591-10,620 of 10,649

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43
Uses a quote from a FY2016 earnings release to frame the subsequent failure of the strategy.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
44
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
45
Uses red trend lines to emphasize the decline in revenue and net income.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
46
The slide uses a combination of a summary table and two bar charts to demonstrate that growth was already slowing before the pandemic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
47
The slide uses a combination of bar charts for historical trends and a table for pro forma metrics to frame management's guidance as a failure.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
48
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
49
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
50
The chart shows a clear pattern of negative market sentiment following earnings calls.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
51
Uses historical investor presentation slides to highlight a pattern of management behavior.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
52
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
53
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
54
Uses quotes from press releases to contrast management's acquisition promises with actual financial outcomes.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
55
The slide uses a timeline-chart hybrid to correlate specific corporate events with share price drops.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
56
The slide uses a line chart to visually anchor the 19% drop in share price, connecting it to the narrative of board incompetence.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
57
The chart shows a bridge from the 2016 base market cap to the 2021 unaffected market cap, highlighting value destruction.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
58
The chart highlights a significant drop in ROIC in FY21, represented by a red bar.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
59
The use of emergency vehicle lights is a common activist trope to signal a crisis or urgent need for intervention.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
60
Uses a vertical numbered list format to present key arguments.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
61
The slide highlights the valuation gap between Comtech's current multiple (12.9x) and the median multiples of its peer segments, particularly the high-multiple Public Safety/CCaaS segment.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing AskLoop · Mece Breakdown1 hit
62
Includes a peer benchmark table for EV/FY22 EBITDA and market share pie charts for NG911 and NGCS.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
63
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
64
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
65
The slide uses a comparison table to contrast 'Reason for Concern' with 'Questions Raised for Shareholders' alongside a transaction summary table.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
66
The slide uses a visual contrast (red arrow) to highlight the anomaly of the Comtech deal compared to the others.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
67
Uses a side-by-side comparison to highlight the contradiction between company claims and investor logic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
68
Uses a quote from a CFO to highlight a discrepancy between historical CapEx and projected future needs.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
69
The slide uses a stacked bar chart to emphasize the spike in acquisition expenses in 2021 due to the Gilat termination fee.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
70
Includes excerpts from legal agreements as evidence of the dilution and voting power shift.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
71
Uses a quote from the CEO-elect to establish the baseline for the contradiction.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
72
Uses a triangle diagram to illustrate the relationship between the CEO, the COO/CEO-Elect, and the White Hat partner.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit