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slides · global inventory

Problem Agitate Solution

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

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Matching slides 26,550
Current window 13,861-13,890
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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13,861-13,890 of 26,550

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01
Slide 1
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
02
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
04
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
05
The slide uses company logos and executive quotes to build credibility for the PropCo strategy.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds1 hit
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
07
The slide uses red dashed boxes to highlight specific rows related to Kohl's transactions.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
09
Data presented for CY14 and CY15.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
10
Includes two distinct peer groups with calculated averages for each.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
12
The slide uses a CEO quote to frame the company's internal optimism against the objective reality of poor stock performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Uses a dot-plot to emphasize the overwhelming frequency of negative returns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the board's tenure.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses red 'X' icons to emphasize failures in governance process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
78
Uses a list of negative points to contrast consulting vs. board seats, followed by a 'villain critique' style quote section highlighting personal relationships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
79
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
80
The slide uses a table format to present qualitative assessments of nominee qualifications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose SolutionLoop · David Goliath1 hit
81
Includes a detailed list of current and past board directorships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
82
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
83
Uses a contrast-pairs framework to highlight hypocrisy in board selection criteria.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
84
The slide uses a contrast-pair framework to highlight the difference in performance between the two nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
85
Uses a 'before-after' style comparison to frame the opponent's experience as irrelevant compared to the activist's track record.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
86
The slide uses a grid of four quotes to establish credibility and counter potential 'activist' narratives of being difficult or disruptive.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
87
The slide uses a grid of quotes to build credibility for the nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
90
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
91
The slide uses a structured list format to present four distinct strategic pillars.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit