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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 26,431-26,460
Pages 885
Rows per page 30
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26,431-26,460 of 26,550

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ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
24
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
25
The slide uses a chronological list to build a narrative of management inaction and misrepresentation.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
26
Uses a binary choice framework to advocate for corporate restructuring.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
27
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
28
The chart highlights the valuation gap between conglomerates (left) and focused peers (right).ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
29
The slide argues for a divestiture to unlock value, contrasting the current business value with the potential real estate appraisal value.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
30
The chart uses a waterfall-bridge style to show how different segments contribute to the total EBITDA.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
31
Uses a visual 'before' (conglomerate) vs 'after' (focused 7-Eleven) structure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
32
The slide uses a stacked bar chart to show the composition of 14bn yen in synergies and a big number callout for the <4% metric.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
33
The slide uses a comparison frame to highlight the underperformance of group companies versus standalone peers.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
34
The slide uses a bar chart to contrast 7-Eleven's 32% margin against Couche-Tard's 46% margin.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
35
The chart uses bubble size to represent system sales. The slide explicitly calls out a $625m profit potential from expense efficiency.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
36
The slide uses a process-flow visual to link fuel-based retail to food-based retail.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
37
The slide uses a map to visualize market penetration and a table to compare store counts and market reach against major global QSR/retail brands.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
38
The chart uses a waterfall bridge to decompose the EPS growth drivers.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
39
The chart bridges current share price to potential value through operational improvements, expansion, and strategic exits.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
40
The chart bridges the gap between FY2022 PF Speedway ROIC and FY2026 potential ROIC through operational and strategic improvements.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
43
Uses a timeline framework to highlight the sequence of events leading to the deflection of responsibility.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
Uses a combination of bar chart, table, and rhetorical questions to highlight a strategic gap.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
45
Uses a quote from a Financial Times article to bolster the argument regarding ESG disclosure risks.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
46
Uses a quote-heavy format to frame the company's internal management as chaotic.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
47
The slide uses a combination of direct employee quotes and a media headline to illustrate a toxic corporate culture.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
The chart uses a deviation from the mean (0) to highlight negative performance of specific group entities.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Uses an org chart to visualize complexity and a quote to support the 'diversification discount' thesis.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
50
Uses a custom 'VAC Evaluation' framework to categorize disclosure quality.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
51
Uses a comparative structure to show initial partnership goals vs. lack of follow-through, ending in the partner leaving.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
Uses a timeline to frame the 7Pay failure and a quote box to provide evidence of internal dysfunction.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit