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slides · global inventory

Problem Agitate Solution Problem Identify Pain

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 3,748
Current window 1,921-1,950
Pages 125
Rows per page 30
Beat: Problem Agitate Solution Problem Identify Painclear collectionreset all
18 30 60

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1,921-1,950 of 3,748

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Slide 1
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide outlines a classic activist 'breakup' thesis involving segment separation, real estate monetization, and capital return.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide outlines a specific financial thesis involving a $1.08B proceeds target and a projected stock price range of $73-$84.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
The slide outlines a two-step activist plan: real estate separation and board/governance overhaul.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 hit
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Includes two pie charts detailing product mix and operating model.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a before-and-after comparison to demonstrate how accounting practices mask declining retail performance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a series of quotes to build a case against management/board transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a narrative of governance failure to justify shareholder intervention.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a visual 'gap' analysis between a rising peer index and a falling company stock price.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide outlines a classic activist investor 'breakup' strategy.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
13
The slide uses a table-like layout to illustrate the operational scale of five distinct business units.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide uses dual-axis charts (bar for revenue, line for EBITDA margin) to compare two peers over time.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a before-and-after comparison of financial performance to argue for structural change.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a dual-period bar-line chart to illustrate performance decline.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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Uses a before-after framing to contrast performance periods.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
01
Slide 1
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a timeline to frame the company's actions as a reactive and opaque response to shareholder pressure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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Uses a comparison table structure to clarify voting thresholds and timelines for two different shareholder actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide argues that market inefficiencies are temporary and correctable, framing the investment opportunity.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
The slide serves as the opening thesis for an activist campaign, detailing ownership, valuation gap, and specific demands.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · Problem1 hit
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The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Includes a specific valuation target of $41-$48 per share.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
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The slide uses a flow-chart structure to map current business segments to proposed corporate actions.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
01
Slide 1
The image is of Castlerigg Stone Circle, a play on the firm's name.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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TransCanada Corp (TRP)TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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TransCanada Corp (TRP)TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
Uses a pie chart to illustrate the sum-of-the-parts valuation breakdown.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit