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Includes a stock performance chart for BNED and a supporting analyst quote.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
06
The slide uses a timeline to frame the company's lack of engagement as a deliberate, conflict-ridden process.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
07
Uses a table to contrast retiring board members with conflicted new members involved in the interview process.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
08
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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Includes a logo grid at the bottom representing various companies and organizations.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a three-column structure to categorize the activist's grievances against the company.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
12
The slide uses a three-column layout to contrast current board failures with the proposed solution.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
13
The slide highlights consistent underperformance across all time horizons.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
14
The slide uses a combination of total value bars and stacked segment bars to illustrate performance trends.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
15
The slide uses a red trend line to emphasize the long-term decline from FY10 to FY21.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
16
Uses quotes from press releases to contrast with actual performance data.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
17
The slide uses a timeline-chart hybrid to correlate specific corporate events with stock price drops.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
18
Uses a line chart to visualize the share price drop and bullet points to detail the financial and strategic failures of the deal.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The chart uses a waterfall bridge to show the delta between the base market cap and the final market cap, highlighting the negative impact of capital allocation.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
20
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The chart uses a waterfall-style layout to emphasize the negative impact of management decisions.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
22
The slide uses a bar chart to visualize market sentiment and quotes to highlight management's failure to meet expectations.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
23
The slide highlights the valuation disparity between Comtech's segments and its current trading multiple.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
24
Includes market share pie charts and a peer valuation table.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
25
The slide uses a comparison table to contrast concerns with shareholder questions, alongside a transaction summary table.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
26
The slide uses a bar chart combined with a table to highlight the outlier status of the Comtech deal.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
27
Uses a side-by-side comparison to highlight the contradiction between management's claims and investor logic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
28
The slide uses a timeline chart to highlight the proximity of the PIPE transaction events to the Acacia offer.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
30
The slide uses a timeline-style column on the left to emphasize board tenure.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
31
The slide uses a hub-and-spoke style diagram to visualize cronyism in board appointments.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
32
Uses headshots to visualize board composition changes; highlights 'Directors Escaping Election' as a specific tactic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
33
The slide uses red 'X' marks to visually emphasize the lack of experience in Public Safety, Gov. Contracting, and Satellite sectors.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
34
The slide uses a comparison table to contrast the experience of two sets of nominees across commercial, government, and public board experience.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit
35
The slide uses a two-column comparison table to list specific failures of the nominee.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Peer Benchmark1 hit