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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 37,561-37,590
Pages 3,679
Rows per page 30
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37,561-37,590 of 110,355

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04
The slide argues that the market miscategorizes Bob Evans as a restaurant company despite the significant contribution of the BEF Foods segment.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
06
The chart uses volume (pounds) rather than revenue, which is a key distinction for sales mix analysis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
Uses a before-after-framing style to highlight market misperception.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a sum-of-the-parts logic implication by contrasting restaurant multiples with higher packaged food multiples.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
13
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
16
The slide uses an external expert opinion to preemptively address tax-related concerns regarding a proposed spin-off.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
17
Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
11
The chart highlights a significant drop in OUTR performance at the end of 2015.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The chart uses a combination of a line chart for stock price and a bar chart for cumulative repurchases to demonstrate poor capital allocation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The chart uses a waterfall-style visualization to aggregate losses.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a line chart to visualize the timing of repurchases relative to major stock price drops caused by poor earnings and weak guidance.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
26
The chart uses a waterfall-like distribution of market yields to demonstrate valuation upside for OUTR.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The slide uses a chronological list of quotes to demonstrate a pattern of broken promises.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Action1 hit
03
Uses red 'X' icons to emphasize negative points.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
06
The slide uses negative percentages in parentheses to denote underperformance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
07
Uses a before-after comparison of stacked bar charts to expose data manipulation.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
08
Uses red 'X' icons as bullet points to emphasize negative findings.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
09
Uses a timeline-style layout to show recurring broken promises.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
12
The slide uses a timeline framework to build a case of bad faith against the company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
14
Uses a classic 'Claim vs. Reality' structure to frame the board's offer as disingenuous.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
15
Uses a bar chart to visually demonstrate that the activist owns more shares than the entire board combined.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
18
The slide uses a comparison matrix structure to validate the nominees' qualifications for the board.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit