slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 300,391-300,420
Pages 10,128
Rows per page 30
Component
300,391-300,420 of 303,834
06
Macellum Letter to Christopher Banks Jun 2015Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst Beat · Evidence1 hit
01
Macellum Perry Ellis Presentation April 2014Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
04
The slide uses a 'villain critique' approach to justify activist intervention by highlighting specific operational and governance failures.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
05
The slide uses the term 'Opportunities' ironically to refer to excessive pay practices.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
06
Includes a specific governance critique regarding a licensing deal with the COO's relative.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Solution & Approach1 hit
07
Macellum Perry Ellis Presentation April 2014Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Solution & Approach1 hit
08
The slide presents a detailed table of financial instruments and real estate assets with associated notes on valuation and status.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
09
The slide uses the data to contrast Pinehurst's royalty-heavy profit model against JNY's low-margin operational model.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
11
The slide uses a bridge-like structure to reconcile LTM figures to a PF target.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Loop · Mece Breakdown1 hit
12
The slide uses two side-by-side scenario tables to demonstrate the impact of valuation parameters on exit price and return.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Loop · Mece Breakdown1 hit
13
Outlines a phased approach to activist engagement, starting with a friendly 13D and escalating if necessary.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
14
Macellum Perry Ellis Presentation April 2014Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
15
The slide uses two pie charts to illustrate distribution channels and brand segments, followed by a logo grid of the portfolio.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
01
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
04
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
Contains two detailed financial tables comparing SpartanNash against various peer groups.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
06
The slide uses a comparison table format to highlight past successes as a proxy for future performance on the Kohl's board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The slide uses headshots of the new directors to highlight their lack of relevant industry experience (consumer brand, financial services, technology vs. grocery).Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a 'villain' framing for the current board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
12
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
13
The 5-year TSR data is highlighted with a red dashed box to emphasize the long-term underperformance.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Uses a callout box to anchor the 'lowest stock price' argument.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide uses a red dashed box to highlight the underperformance of SPTN relative to UNFI.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The chart uses a $100 investment baseline to compare total return performance.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a table to contrast capital expenditure with declining profitability metrics.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit