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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 37,471-37,500
Pages 3,679
Rows per page 30
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37,471-37,500 of 110,355

filter-aware
11
The slide uses a standard EV bridge calculation to derive the valuation multiple.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
12
The slide presents two distinct peer groups: Family-Dining Restaurants and Packaged Food Companies.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
29
Uses a series of quotes to build a case against management/board transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
30
The slide uses a narrative of governance failure to justify shareholder intervention.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
31
Uses red dashed boxes to highlight specific periods of concern (strategic review/candidacy and sale failure/share sales).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
32
Uses a direct quote comparison to expose management inconsistency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
33
The chart uses a waterfall structure to show cash flow and share repurchases impacting net cash balances over time.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
34
The slide uses a 'Promise vs. Failure' structure to build a case for management incompetence or lack of accountability.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
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 1 hit
36
The slide uses a comparison table structure to contrast two directors against specific governance criteria.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
38
The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
39
Uses a table to detail share transactions and a rhetorical question at the bottom to drive the activist narrative.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
41
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
The slide uses a dual-chart layout to correlate store expansion with margin erosion. It includes estimates for FY2016 and FY2017 post-consolidation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
The slide uses a quote to preemptively argue against standard retail performance metrics.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Uses a deductive logic flow to break down company guidance and isolate the impact of cost savings versus revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
The slide uses an external consultant's estimate to highlight a gap between the potential savings ($150-200M) and the company's current target ($32M).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a combination of a line chart for historical/projected price and a data table for key performance indicators.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses red text to highlight key phrases within the quote.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
The slide uses a map-based layout to contextualize regional market growth for tree equivalents.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
14
The slide uses historical trend data to argue for operational efficiency improvements.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
15
Includes additional value sources like tax losses and GST claims.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
05
The slide uses a SOTP framework to justify a target valuation range based on specific corporate actions (drop-downs, IPOs, sales).Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
06
The slide uses annotations to link specific corporate actions (acquisitions, splits, spin-offs) to the divergence in stock performance.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit