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 4,021-4,050
Pages 381
Rows per page 30
Component
4,021-4,050 of 11,406
67
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
28
The chart uses negative values to highlight underperformance relative to benchmarks.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
35
Uses a before-after framing to contrast 2019 performance with 2023/current performance.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
40
Uses a color-coded bar chart within a table to visualize the increasing severity of financial decline alongside contradictory quotes.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
49
The slide uses a 'villain' framing by highlighting the CEO as the primary obstacle to value creation.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
The slide uses a 'villain' framing to attack the CFO's credibility.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
13
Uses a stock chart annotated with specific timestamps of the CFO laughing during a market sell-off.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
31
The chart highlights specific companies (ADT, Monitronics) against sector medians.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
33
The chart highlights ADT and Monitronics specifically within the peer group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
34
The chart uses a 'bond methodology' including pricing add-backs to normalize the yield comparison.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
35
The chart highlights ADT in red and Monitronics in purple, with a specific annotation for ADT regarding growth capex.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
37
The chart uses color coding to distinguish between the specific company (ADT) and the broader sector group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
39
The chart uses color coding to distinguish between sector medians, cable/satellite/telecom, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
40
The chart highlights ADT's performance at different leverage levels compared to cable, satellite, telecom, REITs, utilities, consumer staples, and MLPs.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
43
The slide uses a 'broken flywheel' narrative to contrast rising costs with stagnant revenue.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
91
The slide uses a structured list format to present four distinct strategic pillars.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
102
Part of the 'Restore the Magic' activist deck by Trian Partners.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
10
Includes a red circle highlighting the final valuation range of $408m-$442m.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
46
Includes a red circle highlight around the final implied share price and premium.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
10
The slide uses a matrix to map biotech product pipeline against end-markets and geographies.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
06
The chart uses a dual-axis approach to show equity value (bars) and EPS (line).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
16
The chart uses a stacked bar approach to show net share ownership changes, highlighting that external investors (Marcato/Third Point) have net positive accumulation compared to insiders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
01
Spectra Energy Corp (SE)Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
09
TKR Bearings shows a significant upward trend in EBIT margin, surpassing peers by 2012.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
10
Uses a checkmark overlay on boxes to signify selection criteria.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
18
Uses a before-after visual structure to highlight business model shift.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Loop · Before After1 hit
21
Red oval annotation highlights the 2004 data point for comparison.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
63
Uses a quote from Marissa Mayer to contrast with the rising cost trend line.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit