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Matching slides 303,834
Current window 303,481-303,510
Pages 10,128
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303,481-303,510 of 303,834

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22
Uses a screenshot of a news article as evidence of competitive pressure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
24
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
25
The slide uses a chronological list to build a narrative of management inaction and misrepresentation.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
27
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
29
The slide argues for a divestiture to unlock value, contrasting the current business value with the potential real estate appraisal value.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
30
The chart uses a waterfall-bridge style to show how different segments contribute to the total EBITDA.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
32
The slide uses a stacked bar chart to show the composition of 14bn yen in synergies and a big number callout for the <4% metric.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
33
The slide uses a comparison frame to highlight the underperformance of group companies versus standalone peers.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
34
The slide uses a bar chart to contrast 7-Eleven's 32% margin against Couche-Tard's 46% margin.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
35
The chart uses bubble size to represent system sales. The slide explicitly calls out a $625m profit potential from expense efficiency.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
36
The slide uses a process-flow visual to link fuel-based retail to food-based retail.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · SolutionLoop · Aha Moment1 hit
41
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
43
Uses a timeline framework to highlight the sequence of events leading to the deflection of responsibility.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
47
The slide uses a combination of direct employee quotes and a media headline to illustrate a toxic corporate culture.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Uses an org chart to visualize complexity and a quote to support the 'diversification discount' thesis.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
51
Uses a comparative structure to show initial partnership goals vs. lack of follow-through, ending in the partner leaving.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
52
Uses a timeline to frame the 7Pay failure and a quote box to provide evidence of internal dysfunction.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
53
Uses a stacked bar chart to show board composition and a scorecard format to highlight governance failures.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
54
The slide uses a matrix to visualize the conflict of interest for each director.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
55
The chart uses a binary 'Yes/No' classification for skills across 11 categories, revealing that 4 categories have zero representation among outside directors.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
56
Uses a binary choice framing to highlight governance and structural inefficiencies.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
58
The slide uses a 'before-after' framing to argue for organizational simplification.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
59
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
60
The slide uses a timeline to frame a pattern of recurring investor dissatisfaction, effectively acting as an antagonist-introduction for the board/management.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
61
The slide uses a specific example of a survey question to demonstrate how the company restricts and confuses shareholder input.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
63
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
64
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
66
ValueAct Seven i Holdings Presentation February 2022ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit