slides · global inventory
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Matching slides 78,129
Current window 50,461-50,490
Pages 2,605
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Component
50,461-50,490 of 78,129
02
Uses a CEO quote to contrast with the bar chart data, demonstrating a failure to meet stated goals.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
The slide uses a stock chart to visualize the gap between the current offer and the projected stock price based on fundamental performance.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
26
Includes a line chart showing stock performance over 18 years.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
33
The chart uses green arrows to denote specific insider buy events with corresponding dollar amounts.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
34
The chart shows revenue growth for existing operators, supporting the 'moat' thesis.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
35
Includes citations from Variety, Fortune, and Attractions Management to support the thesis.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Before After1 hit
03
The slide argues that Parkland's SG&A growth outpaces its GP growth, unlike its peers, suggesting a $275M cost opportunity.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter1 hit
01
Includes a data table comparing annualized returns over various trailing periods.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · Identify PainLoop · Cost Of Inaction1 hit
02
The slide uses a line chart to demonstrate the performance gap between public and private real estate over 30 years.Public REIT sector (vs. private real estate) · Land and Buildings
Research note Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 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
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
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
20
Uses a waterfall-style logic to show how price increases mask customer losses.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
46
Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
50
The slide uses a 'before-after' logic to contrast management's claims with actual data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
51
The slide highlights a specific governance concern regarding peer group selection bias.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
52
The chart highlights the poor performance of follow-on offerings compared to the initial IPO price.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
59
Uses a before-after-framing style to juxtapose corporate data with employee testimonials.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
61
The slide uses a bar-in-bar style to show FCF (dashed red box) relative to Adj. EBITDA (grey bar).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
62
Uses a CEO quote to establish the target, then contrasts it with actual performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
63
The slide uses a negative bar for 2023 growth to emphasize the decline.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
66
The chart uses a waterfall-style logic to show how a 10x price increase is offset by customer losses to result in only 2.5x revenue growth.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
72
Uses a combination of quantitative data (bar chart) and qualitative evidence (quotes) to build a case against management's capital allocation.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
75
The slide uses a bar chart to contrast historical focus (IPO through Q4 2024) with recent focus (Q1 2025).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit