slides · global inventory
Evidence
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 40,452
Current window 14,221-14,250
Pages 1,349
Rows per page 30
Beat
14,221-14,250 of 40,452
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
09
The slide uses a 'Lean Into Parks' tag, suggesting it is part of a larger activist campaign.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
11
Includes a circular diagram representing a flywheel or virtuous cycle of capital allocation.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
12
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
13
Uses a CFO quote to frame the company's current strategy before providing a rebuttal.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
The chart highlights the valuation gap between CCI and other tower transactions.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide outlines a specific financial framework for capital allocation, including leverage targets and growth expectations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Includes a disclaimer note at the bottom regarding 2015 AFFO projections and dividend exclusion in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Includes a disclaimer regarding conservative guidance and exclusion of dividends in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
18
The slide uses a combination of a data table and a bar chart to illustrate that CCI's current yield is an outlier compared to peers, suggesting it should trade at a lower yield (higher price).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
The table compares Crown Castle (CCI) against various peer groups (Data Center REITs, Outdoor REITs, Wireless, and Wireline).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
36
The chart highlights Dillard's significant outperformance (2,379%) compared to peers (325%).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
37
This is a title slide for a section of the presentation.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
38
The table highlights valuation multiples and yields for various financial metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
39
The slide uses four bar charts to demonstrate valuation gaps.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
40
The slide uses a contrast-based visual strategy to highlight Dillard's superior position in both metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
10
Uses a checkmark overlay on boxes to signify selection criteria.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
12
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
16
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
17
Uses a vertical arrow-based list structure to categorize competitive advantages.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
24
The table shows high concentration of revenue/profit in core business segments for Motorola Solutions, Adobe, and Moody's.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit