slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 38,101-38,130
Pages 3,679
Rows per page 30
Component
38,101-38,130 of 110,355
21
The slide uses a 'gotcha' quote from the company's own marketing materials to contradict the strategic value of their business structure.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
22
The slide uses a map to show plant locations and a bar chart to show industry-wide capacity growth.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
23
The chart illustrates a long-term structural shift in the company's vertical integration.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
24
Uses a combination of growth trend analysis and relative valuation multiple to argue against the conglomerate discount/synergy thesis.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
25
The chart highlights TKR's higher volatility relative to its industry peers.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
29
Uses a direct quote from a Group President to expose the contradiction.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
30
Includes historical financial data (2006-2013) and a valuation bridge to arrive at a 22% upside.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
33
The slide uses a 'TKR' (Timken) vs 'RI' (Relational Investors) methodology comparison to argue that management's premium valuation claims are misleading.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
35
The chart uses the Bloomberg ticker BNSPIN to track spin-off performance.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses external analyst validation to build credibility for the activist's thesis.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a list-based argument to build a case against the current board's independence and alignment with shareholders.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
40
The slide uses historical spin-off data to justify the assumptions made for the TKR spin-off model.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
41
Includes Income Statement, Balance Sheet, and Cash Flow data for two business units.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
05
Includes a footnote regarding the EV/EBITDA Ex-Asia Stakes calculation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
07
The chart highlights Yahoo's 81.5% return versus Nasdaq's 71.2% return over the 3-year period ending Dec 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
08
The chart highlights the performance gap between Yahoo and the Nasdaq as of December 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
09
The chart highlights the tracking behavior of Yahoo stock relative to Alibaba's performance post-IPO.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
10
The slide uses a trend line to highlight a 55% decline in EBITDA over the period.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
11
The chart highlights a negative trend line over a 5-year period, emphasizing the need for strategic intervention.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
12
The chart highlights an 88% increase in expenses, framing it as a problem requiring a turnaround.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Problem Statement1 hit
13
The chart uses a dual-axis approach to show the divergence between revenue and headcount, specifically pointing out the hiring of Marissa Mayer in 2012.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide highlights that Yahoo spends a higher percentage of revenue on R&D compared to peers despite lower absolute dollar amounts.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Data as of 12/09/2015; source Bloomberg.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses a historical precedent to frame current PE interest as predatory rather than value-additive.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
17
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
18
The slide uses a 'Why not instead' framing to pivot from a critique of management's plan to a proposed alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
19
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Propose Solution1 hit
20
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Propose Solution1 hit
21
The slide outlines a specific activist thesis for value creation at Yahoo.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit