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slides · global inventory

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Matching slides 110,355
Current window 37,531-37,560
Pages 3,679
Rows per page 30
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37,531-37,560 of 110,355

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03
The slide outlines a two-step activist plan: real estate separation and board/governance overhaul.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 hit
04
Includes two pie charts detailing product mix and operating model.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a hierarchical table structure to categorize 111,100 total units.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide uses a map to visualize market density and a bar chart to demonstrate the company's dominant unit count relative to the top 10 operators.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a hierarchical diagram to show the split of the parent company into two distinct valuation components.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide uses a 2x2 matrix to categorize corporate restructuring strategies, positioning PropCo/OpCo as a high-value, high-complexity solution.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
09
The matrix uses arrows to visually anchor 'Current Price', 'Base Case', and 'Intrinsic Case' within the grid.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
10
The chart shows a clear downward trend in cap rates over time, supporting the thesis of value surfacing.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
11
Includes two tables: a peer valuation table and an estimated NOI breakout table by asset type.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
12
The slide uses a dual-axis line chart to argue that the timing is optimal for a PropCo/OpCo split based on market multiples.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
13
The slide uses a comparison table to highlight governance deficiencies at BKD compared to peers like HCP, HCA, and MAR.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
14
The slide uses a table to contrast director attributes, specifically highlighting the lack of 'Real Estate' experience across the board.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
15
The slide uses a table to illustrate the disconnect between executive pay components and shareholder-aligned metrics.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
16
Uses a process flow to highlight a discrepancy in corporate governance disclosures.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
17
Uses a before-and-after comparison of CFO quotes to highlight a contradiction in management's stance on real estate value unlocking.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
31
The slide uses a Q&A format to preemptively address investor concerns about the urgency of the activist's proposal.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
32
The slide uses a Q&A table format to frame the activist's proposal as a logical evolution of the company's previous actions.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
33
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
34
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
37
Includes detailed financial tables for pro forma capital structure, credit metrics, and valuation scenarios.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
38
The table provides a multi-year financial bridge from EBITDA to FCF.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
39
The slide argues that income stocks should be valued on cash flow after maintenance capex, excluding one-time growth investments.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
40
The slide argues for the sale of Greyhound to focus on UK turnaround efforts and provides a valuation estimate based on 10x-10.5x EBITA multiples.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
41
Includes detailed pro forma capital structure and valuation metrics for base and high scenarios.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
45
This slide is a defensive argument against potential concerns regarding pension liabilities in a corporate restructuring.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide argues that the reduction in debt and pension liabilities outweighs the reduction in EBITDA and interest expense.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses a waterfall-style logic to calculate the cost of debt repayment and associated leakage.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
50
The slide compares the upfront cost of retiring debt against the NPV of future interest savings.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
51
The chart shows a dual-axis representation of bond yields and the resulting spread over time.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit