Matching slides 118,471
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32,551-32,580 of 118,471

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Uses a sensitivity table to demonstrate implied ROE against consolidated ROE targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After2 hits
115
The chart uses letter annotations (A-P) to mark specific events, though the legend for these is missing.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
123
Uses a simple two-part flow to present a problem statement conclusion.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
126
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
140
Uses a central logo as a pivot point between two strategic pillars.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
142
The slide uses a simple horizontal layout to contrast rational vs emotional value propositions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
07
Uses a before-after-framing style to highlight market misperception.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
14
The slide uses external media citations to validate the thesis of industry consolidation.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle2 hits
16
The slide uses an external expert opinion to preemptively address tax-related concerns regarding a proposed spin-off.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
17
Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
01
Slide 1
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
07
The slide highlights the aggressive increase in capital expenditures associated with the restaurant remodeling initiative.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 2 hits
08
Includes a bar chart showing the progression of restaurant remodels from FY11 to FY14E.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 2 hits
10
Includes a 'No Mitigation' data point for FY12 to contrast with adjusted performance.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Loop · Before After2 hits
19
Part of a multi-step activist proposal for Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
05
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Ordinary World2 hits
19
Uses red text to emphasize critical data points and concerns within the quotes.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction2 hits
35
Uses a quote-based structure to frame the board's inaction as a failure of governance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 2 hits
59
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction2 hits
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle2 hits
09
Uses a contrast-pairs framework to highlight the incumbent board's failures versus the proposed board's potential.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
10
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
35
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
62
The slide uses a peer benchmark table to demonstrate a competitive advantage in capital efficiency.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
12
Uses a quote from the CFO to highlight the contradiction between cost-cutting claims and rising personnel costs.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After2 hits
01
Slide 1
Includes branding for Sandell Asset Management and Castlerigg Investments.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 2 hits
10
The chart shows historical data from 1978 to 2015e.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 2 hits
05
The slide uses a 2x2 matrix to illustrate the interaction between governance quality and shareholder activism levels.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds2 hits