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Matching slides 42,534
Current window 18,661-18,690
Pages 1,418
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18,661-18,690 of 42,534

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11
The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
12
Includes a table of proforma valuation metrics and a line chart comparing historical NTM EBITDA multiples.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
13
The chart uses a waterfall bridge to illustrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
14
The table highlights a central range of EBITDA ($4,450-$4,500) and EBITDA multiples (11.0x-11.5x).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
15
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
09
This is a page from a shareholder letter/presentation, likely part of a proxy contest.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
The slide uses historical data to contrast past performance with current performance, implying a decline in the latter.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Analogy1 hit
11
The chart includes a callout box highlighting ROIC improvement from 2000 to 2006.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
29
The slide uses a nested bullet point structure to detail specific grievances regarding the Board's handling of the strategic sale process.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
30
This is a classic activist investor 'conclusion' slide, framing the incumbent board as the villain and the activist as the solution.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
31
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
32
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Action1 hit
33
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Action1 hit
34
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Action1 hit
35
The slide serves as a reference list for peer group identification.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Action1 hit
21
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
22
Uses a visual metaphor (masquerade) to undermine the credibility of the opponent.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
23
The slide uses a combination of a data table and a dual-axis line chart to show the correlation between Luxor's increasing RBA stake and their increasing short position in IAA.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
24
Uses a side-by-side comparison of a quote from an activist letter and a stock performance chart to discredit the activist's narrative.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
25
Uses a side-by-side comparison framework to debunk a specific activist claim.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
26
The slide uses a 'Luxor's Claim' vs 'The Facts' structure to directly counter an activist's argument.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
27
Uses a screenshot of the original Luxor letter as a visual anchor for the critique.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
28
Uses a 'Luxor's Claim' vs 'The Facts' structure to directly refute a specific investor argument.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
29
The slide uses a 'claim vs. fact' structure to discredit the activist's analysis.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
30
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Resolution1 hit
02
Includes signatures of Frederick D. DiSanto and James Chadwick.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
44
Uses a timeline structure to highlight the contradiction between previous claims of having the 'right team' and the subsequent hiring of a new COO.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
45
Includes a photo of Mr. Orr. Uses historical precedent to preemptively rebut the company's narrative.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
46
The chart shows a decline in average train speed from 22.3 mph in 2019 to 20.1 mph in 2023.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
12
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Action1 hit