slides · global inventory
Subtitle
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 11,406
Current window 3,991-4,020
Pages 381
Rows per page 30
Component
3,991-4,020 of 11,406
10
The slide uses stacked bar charts to show TSR performance, including a specific adjustment for CDK spin-off reinvestment.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
63
The table includes two main sections: absolute TSR and relative TSR vs. comparables, with specific adjustments for 'unaffected' pricing.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
65
The table compares ADP's performance against a peer group of 14 companies, including market cap, beta, and TSR metrics over 'Since Carlos', 5-year, 3-year, and 1-year periods.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
64
The table tracks stock performance on the day following specific corporate announcements compared to the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
35
Uses a 'before-after' visual structure to highlight significant declines in shareholder value metrics.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
46
The slide highlights that only peers with significant linear TV exposure and leverage issues have underperformed Disney.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
108
The chart uses a line graph to show performance trends against a 'breakeven' threshold.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
132
The slide uses a quote from the CEO to highlight the gap between management's narrative and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
98
Base Case scenario, values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
99
Page number B-7 indicates this is an appendix slide.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
102
Base Case scenario, figures in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
105
D-2 footer indicates this is an appendix page.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
106
Base Case scenario; values in $M unless otherwise noted.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
23
The slide contains a primary quote from a 2007 report and a contextual summary below it.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
27
The slide includes a summary text block and a source citation.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
34
Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
12
The slide uses a CEO quote to frame the company's internal optimism against the objective reality of poor stock performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the board's tenure.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
47
Teck Resources (TECK)Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
04
The slide uses a before-after framing to validate Trian's historical activist campaign.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 1 hit
02
Note at the bottom indicates this is part of a multi-page disclosure.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 1 hit
08
The slide focuses on a single headline metric (~900bps) and provides extensive legal/methodological disclaimers.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
14
Uses checkmarks and X-marks to visually contrast business models.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
The chart highlights Ferguson's performance relative to competitors in Specialty, Broadline Industrial MRO, and Home Improvement Retail sectors.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
The chart uses a waterfall-style layout to show positive vs negative margin changes, with company logos as x-axis labels.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
26
Vitesco Technologies (VTSC)Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit