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 38,311-38,340
Pages 3,679
Rows per page 30
Component
38,311-38,340 of 110,355
03
The slide serves as a corporate profile and track record summary.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Includes a Reuters news clipping as a visual anchor for the transaction announcement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
05
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
07
Uses a simple additive equation to demonstrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
08
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
09
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
10
The chart uses a waterfall structure to show how individual synergy categories (Procurement, G&A, Operational, Growth, Financial) sum up to a total of $650M.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
11
The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
12
Includes a table of proforma valuation metrics and a line chart comparing historical NTM EBITDA multiples.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
14
The table highlights a central range of EBITDA ($4,450-$4,500) and EBITDA multiples (11.0x-11.5x).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
The chart uses a waterfall bridge to decompose the value creation drivers.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
08
Includes a headshot of Ann Fandozzi and a stock performance chart comparing RBA to S&P 500.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
09
The slide uses a competency matrix to validate the management team's fit for the post-merger entity.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · EvidenceLoop · Aha Moment1 hit
10
Includes a matrix showing skill alignment for six board members.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
11
The table includes both announced cost synergies and potential revenue/growth opportunities.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
15
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
16
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
20
The slide uses a quote from a CNBC Mad Money interview to validate management's strategic direction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
22
Uses a visual metaphor (masquerade) to undermine the credibility of the opponent.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
23
The slide uses a combination of a data table and a dual-axis line chart to show the correlation between Luxor's increasing RBA stake and their increasing short position in IAA.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
24
Uses a side-by-side comparison of a quote from an activist letter and a stock performance chart to discredit the activist's narrative.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
26
The slide uses a 'Luxor's Claim' vs 'The Facts' structure to directly counter an activist's argument.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
27
Uses a screenshot of the original Luxor letter as a visual anchor for the critique.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
28
Uses a 'Luxor's Claim' vs 'The Facts' structure to directly refute a specific investor argument.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
29
The slide uses a 'claim vs. fact' structure to discredit the activist's analysis.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
10
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
11
The chart uses a waterfall-bridge structure to show how the current share price of $73 reaches a base case of $142 through four distinct value-add steps.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
07
The chart uses a red circle to emphasize Elanco's (ELAN) negative return of (45.5)%.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
08
Uses a screenshot from CNBC's Mad Money to highlight the disconnect between management rhetoric and performance.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
10
Uses red 'X' icons to denote negative performance indicators for each director.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit