slides · global inventory
Consultants Gambit
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 39,432
Current window 26,821-26,850
Pages 1,315
Rows per page 30
Arc
26,821-26,850 of 39,432
01
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes trading data and FY 2014 results.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses a clear segmentation between core brands and growth concepts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
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Includes summary table and three line charts showing stock performance relative to benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
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The slide outlines a multi-pronged turnaround strategy involving operational improvements, real estate optimization, portfolio restructuring, and franchising.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This is a formal shareholder letter from an activist investor.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Anchor1 hit
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This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
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Page 4 of the document.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask1 hit
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This is a formal legal/corporate correspondence document.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask1 hit
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This appears to be the final page of a formal legal or corporate letter.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Closing Ask1 hit
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This is the first page of a press release document.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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This is a text-heavy press release document formatted as a formal letter.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a text-heavy press release slide summarizing the investment thesis.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This appears to be the final page of a press release or activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes a call-to-action box at the bottom summarizing the valuation target.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
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Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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The slide outlines a specific financial target of $70 per share as a result of the proposed JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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The slide outlines a structural reorganization strategy for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit