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Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a grid layout to showcase four primary nominees and one alternate nominee, emphasizing their corporate experience.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
08
The table uses checkmarks to indicate that all four nominees possess the listed skills, except for Board Experience which is missing for Robert.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
09
Includes a callout box highlighting potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
10
Uses the 'put her money where her mouth is' idiom to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
11
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
12
The chart uses a dual-axis approach to contrast stock price (blue line) with EPS (red line) to highlight the divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
13
The slide uses a table to contrast Q1 2014 vs Q1 2015 performance metrics to support the activist's argument of management underperformance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
14
Uses two waterfall charts to bridge 2014 normalized EPS and 2015 guidance to core EPS needed.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
15
Uses red boxes to highlight DuPont (DD) and green boxes to highlight Trian portfolio companies (IR).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
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DuPont (DD) is highlighted in red boxes to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
17
The slide uses a 'before-after' framing of management's stated goals versus the actual stock price outcome.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
18
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
19
The slide uses a consistent color coding where grey bars represent targets/peers and red bars represent DuPont's actual performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
The slide uses a color-coded bar chart approach to contrast DuPont (red) with peer benchmarks (blue/grey).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
21
Uses a combination of bar charts to contrast capital deployment with negative financial performance outcomes.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
22
The slide uses two bar charts to demonstrate that the company has been cash-rich and cash-generative for over a decade, implying capital mismanagement.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
23
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
24
The slide uses a 'A' icon as a bullet point, likely representing the activist firm's branding.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
25
Uses a dual-axis chart (line for share price, bar for CEO comp) combined with a data table showing EPS guidance vs actuals and incentive structures.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
26
The slide uses a red box to highlight the period of decline and a dashed box to indicate the change in reporting policy.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
27
Uses red dashed boxes to highlight the reporting change and the resulting lack of transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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
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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
01
Slide 1
This is a classic activist investor 'proxy fight' opening letter.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
05
This slide outlines the core argument for why the company is undervalued due to poor capital management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
06
The chart uses a dual-axis approach to show equity value (bars) and EPS (line).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
07
This is an activist investor presentation slide outlining the case for change.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
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The slide uses a dual-axis chart to highlight the disconnect between revenue and profit, a classic 'expose contradiction' tactic in activist investor presentations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit