slides · global inventory
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Matching slides 110,355
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37,231-37,260 of 110,355
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
07
The slide uses red dashed boxes to highlight specific rows related to Kohl's transactions.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
09
Data presented for CY14 and CY15.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
10
Includes two distinct peer groups with calculated averages for each.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide uses a dual-axis chart to highlight the disconnect between revenue and profit, a classic 'expose contradiction' tactic in activist investor presentations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
11
The slide uses a capital allocation framework to justify a shareholder return or investment thesis.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
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 After1 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
14
The slide uses a financial buildup to expose a gap between actual performance and stated corporate goals.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
15
The slide uses a table to demonstrate a lack of alignment between management/board and shareholders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
19
Includes company description and financial metrics as of 2014 estimates.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
21
The chart uses a 100-indexed baseline to compare relative performance over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
The slide uses a 'Delta' row to explicitly highlight the performance gap between Dillard's and its peers.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
25
The slide uses a line chart to annotate specific activist milestones against stock price fluctuations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
29
The chart uses a waterfall-like visual style for a time-series bar chart.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
30
The chart displays annual inventory days, showing a fluctuation with a peak in 2007 and a general downward trend compared to the start of the period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
31
The slide uses a thesis-style headline to attribute margin growth to operational improvements.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
32
The chart illustrates a downward trend in SG&A expenses over a 7-year period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
33
The slide shows a clear upward trend in EBITDAR margin from 2008 to 2013.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
34
The chart shows a negative ROIC in 2008 followed by consistent growth.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
35
The chart illustrates the inverse relationship between free cash flow generation and share count reduction over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
36
The chart highlights Dillard's significant outperformance (2,379%) compared to peers (325%).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
38
The table highlights valuation multiples and yields for various financial metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
39
The slide uses four bar charts to demonstrate valuation gaps.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
40
The slide uses a contrast-based visual strategy to highlight Dillard's superior position in both metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
41
The peer group includes Macy's, Kohl's, and Nordstrom; JC Penney is excluded.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
42
The slide highlights the delta between D&A and CapEx as a driver for the difference between FCF and Net Income.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
43
The table demonstrates the mathematical impact of sustained share repurchases on float and insider ownership concentration.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
44
The table highlights the 12.0x multiple column with a red box.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit