Matching slides 78,129
Current window 49,981-50,010
Pages 2,605
Rows per page 30
Component: Chartclear collectionreset all

Component

49,981-50,010 of 78,129

filter-aware
14
The chart illustrates the increasing engagement over time, particularly driven by the expansion of the bundle.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
08
The chart highlights two recession periods (2001-2002 and 2008-2009) to demonstrate industry stability.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
The chart compares ADT against Verizon, AT&T, DirecTV, DISH, and Cable industry estimates from 2007 to 2012E.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a hub-and-spoke diagram to show the integration of various services into the Pulse platform, and a growth trajectory chart to illustrate revenue expansion over time.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
27
The chart uses color coding to distinguish between specific companies (Vivint, Securitas, Monitronics, Protection 1, ADT) and broader industry sectors (Sector Group Median, Cable, Satellite, and Telecom).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
30
The slide uses a screenshot of a Bloomberg terminal chart as the primary evidence.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
31
The chart highlights specific companies (ADT, Monitronics) against sector medians.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
32
The chart compares ADT's levered FCF yield against a peer group of cable, satellite, telecom, and other sectors.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
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The chart uses a waterfall-style visualization to aggregate losses.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a line chart to visualize the timing of repurchases relative to major stock price drops caused by poor earnings and weak guidance.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
26
The chart uses a waterfall-like distribution of market yields to demonstrate valuation upside for OUTR.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
05
The chart uses a red area fill to emphasize negative performance. The annotation points to a specific date (July 18, 2012) to highlight a 43% decline.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is weak.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
15
Uses a bar chart to visually demonstrate that the activist owns more shares than the entire board combined.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
16
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.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
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.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
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.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 · Market Size1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.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 · CompetitionLoop · Before After1 hit
16
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)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 · CompetitionLoop · Before After1 hit
20
The chart uses floating bars to represent yield ranges for different investment strategies within each asset class.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
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
22
The chart uses a stacked bar format to show the composition of lenders (Banks, CMBS, Life Cos, Other) over time.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