slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 39,031-39,060
Pages 3,679
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Component
39,031-39,060 of 110,355
04
The slide uses a combination of a performance table and two line charts to contrast performance under the previous CEO versus the current CEO.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
09
This is a page from an activist investor letter (likely Elliott or similar) detailing strategic recommendations.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
05
The slide highlights both the firm's general strategy and specific case studies of successful activism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
06
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
07
The timeline uses color-coding (green for Engine actions, red for DND obstruction/negative actions) to frame the narrative.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
08
The slide uses a line chart to correlate specific activist milestones with share price movements.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
11
Uses a waterfall chart to show the gap to the $1B target and a bar chart to show acquisition multiple discrepancies.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
12
Uses a 'Management Says One Thing... But Then Does Another' framing to highlight hypocrisy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
13
The chart uses negative percentages to highlight value destruction relative to benchmarks.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
14
The slide uses a scorecard format to systematically dismantle the leadership's credibility across talent, strategy, capital allocation, and execution.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
17
The slide uses a callout box to point out that activity has slowed since the activist investor (Engine Capital) became involved.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
18
Uses visual evidence (screenshots) to contradict management's stated strategy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
19
Uses a screenshot of the software interface to prove the legacy ESILAW branding remains visible.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
21
The slide uses a bar chart to contrast negative/low growth of the subject company against higher market and peer growth metrics.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
27
Uses a news clipping as a primary source of evidence to frame the board's actions as a 'sideshow' and 'broken culture'.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
28
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
29
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
30
Uses a classic 'He said / She said' or 'Claim vs. Fact' structure to discredit the board.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
31
Uses a classic 'They say / We say' structure to discredit management claims.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
32
Uses a side-by-side comparison of management quotes vs. market data to expose a contradiction.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
33
Uses headshots and text descriptions of board turnover to argue against the efficacy of current leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
34
The slide uses a visual distinction (pink vs grey borders) to categorize directors as 'Incumbent' vs 'New', while highlighting that the 'Incumbent' group remains in control.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
36
Uses legal testimony and quotes to undermine the credibility of a specific board member.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
37
Uses red 'x' bullets to emphasize negative attributes for each nominee.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
38
The slide uses company logos as a proxy for the quality of experience brought by the activist's nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
49
Includes a quote from CEO Matt Proud to contrast with the poor performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit