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Includes a memo section for liquid credit and detailed definitions of asset categories.BlackRock | Results Presentation Deck | 12 slides · BlackRock
Conference presentation Investor relations Beat · New Bliss2 hits
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Slide 1
Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor 2 hits
05
Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Situation & Context2 hits
09
Uses a numbered list of three pillars to frame the critique of the current management and strategy.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Situation & Context2 hits
10
The slide uses a numbered list format to present a strategic plan.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Situation & Context2 hits
11
Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication2 hits
13
Uses a contrast-based argument to frame the dual-class structure as a governance failure.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication2 hits
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Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & Complication2 hits
28
The slide uses a checkmark/cross comparison table to highlight feature parity and gaps.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
34
Blackwells Capital branding present.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
36
The slide uses a hub-and-spoke diagram to visualize ecosystem integration.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
37
The slide uses a hub-and-spoke visual metaphor to connect the central 'FaaS' concept to four strategic pillars.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet2 hits
41
Uses WHO data to establish a TAM for a 'Fitness-as-a-Service' model.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus2 hits
42
The slide uses a specific precedent (Centr) to derive a hypothetical valuation for Peloton.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus2 hits
43
The slide uses screenshots of Strava and Peloton's existing social presence to contrast current engagement with potential platform growth.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus2 hits
44
Uses a CNN Business article screenshot as a credibility anchor for the 'cult-like' brand status.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus2 hits
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Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus2 hits
50
Uses a waterfall chart to bridge current value to a $75 target and a bar chart to show the subscriber gap.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
53
Includes a valuation bridge/scenario table for user penetration rates.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
54
This slide serves as a precedent for a potential acquisition strategy by highlighting Apple's successful integration of hardware and services.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
55
Includes a table of financial metrics and a sensitivity analysis of value creation based on user penetration rates.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
56
The slide uses a combination of brand logos and UI screenshots to illustrate the ecosystem synergy.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
58
The slide uses a logo grid to visually demonstrate the breadth of the WBD content portfolio.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
60
Includes a screenshot of Netflix's investor materials to support the 'Content People Love' thesis.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
62
Uses a screenshot of a fitness app interface to illustrate the potential digital ecosystem integration.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
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Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Action2 hits
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Blackwells Capital | Activist Presentation Deck | 71 slidesBlackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Action2 hits
68
The slide uses a callout box to emphasize specific survey findings regarding purchase intentions for bikes and treads.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Action2 hits
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The chart displays a relatively stable market with a dip in 2020 due to the pandemic.Cazoo | Results Presentation Deck | 16 slides · Cazoo
Conference presentation Investor relations 2 hits
01
Slide 1
Central Pacific Financial | Results Presentation Deck | 14 slidesCentral Pacific Financial | Results Presentation Deck | 14 slides · Central Pacific Financial
Conference presentation Investor relations Beat · Introduction2 hits