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Matching slides 6,448
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3,421-3,450 of 6,448
11
Uses a before-after framework to contrast manual paper checks with the BILL mobile interface.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
104
The slide uses a timeline framework to establish the long-term strategic relationship between Fluor and NuScale.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
07
The slide uses a before-after bridge logic to explain the drivers of margin expansion.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
17
Includes a 2x2 matrix from NelsonHall 2017 and a stacked bar chart showing market growth.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
27
The slide uses a funnel-like visual structure to connect service model changes to business outcomes.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
32
The slide uses a chevron-style layout to represent progress and forward-looking strategy.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
106
The slide uses a 2x2 grid layout to categorize strategic initiatives.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
132
Uses a before-after transition visual to show the shift in marketing channels.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
36
The slide uses a process flow leading into a risk-spectrum categorization.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
37
Uses a vertical risk-based hierarchy to categorize strategic options.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
43
Uses a 'broken flywheel' narrative to contrast investment vs. return.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
54
Uses a contrast-pairs framework to diagnose the root cause of Disney's streaming performance issues.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
75
Uses a 'contrast-pairs' framework to highlight the gap between investor expectations and management's evasive communication style.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
98
The slide uses a 'Strategic Checklist' framework to highlight areas of concern for an activist investor.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
105
Uses a three-column 'before-after' style framework to contrast the status quo with the proposed review and its expected outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
22
Uses a classic portfolio management framework similar to BCG Growth-Share Matrix but simplified into three strategic actions.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
Uses a contrast-pairs framework to highlight the strategic misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
62
The slide uses a 'Problem' vs 'Explanation' vs 'Blame' structure to systematically dismantle management's narrative.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
03
Uses a before-after framework to counter the narrative that Trian is disruptive, showing a transition from initial skepticism to later endorsement by CEOs.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
03
The slide uses a logical flow diagram to explain the relationship between financial metrics and shareholder value.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
04
Uses a balance scale metaphor to represent the capital allocation trade-off.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
13
The slide highlights a specific capital allocation policy from Sotheby's, presented by Marcato Capital Management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
27
Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
01
This is the first page of a shareholder letter from Starboard Value to CarMax's incoming CEO.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
09
The slide uses a 3-column matrix structure to frame the activist's narrative of past failure, current progress, and future demands.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
37
Uses a three-column comparison structure to highlight historical inaccuracy of incumbent board rhetoric.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
53
Uses a contrast-pairs framework to systematically dismantle management's stated objections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
16
The slide uses the 'prisoner's dilemma' framework to explain the competitive pricing environment between PepsiCo and Coca-Cola.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
61
Uses a before-after framing to highlight a strategic error.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit