slides · global inventory
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Matching slides 78,129
Current window 5,761-5,790
Pages 2,605
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5,761-5,790 of 78,129
55
Part of a series of exhibits (2A.19, 2A.20, 2A.21) documenting subscriber attrition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps3 hits
60
Uses a combination of bar charts to show the gap between stated goals and actual financial outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 3 hits
89
Includes market size charts and donut charts showing insourced vs outsourced servicing ratios for Hedge Funds, Private Equity, and Real Estate.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After3 hits
100
Includes a mix of historical AUM data, growth projections, an S-curve adoption model, and a competitive product penetration bubble chart.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 3 hits
121
The slide uses a donut chart to visualize total share volume for three financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 3 hits
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test3 hits
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
13
DuPont is highlighted in red in each chart to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Problem3 hits
19
Uses a combination of bar charts and line charts to show stagnant growth and margin reliance on external factors.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate3 hits
20
The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate3 hits
24
The slide uses a combination of bar charts for revenue/EBITDA trends and a comparison bar chart for ROIC vs WACC to highlight value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate3 hits
16
DuPont (DD) is highlighted in red boxes to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg3 hits
22
Uses a combination of bar charts and line charts to show stagnation in sales and PTOI, contrasted with the growth in ethylene spread profits.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
23
Uses a red dashed box to highlight the 'unproven' segments. The slide contrasts the 'proven' Agriculture segment with the 'unproven' segments.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
27
The slide uses a combination of bar charts for revenue/EBITDA trends and a comparison bar chart for ROIC vs WACC to highlight value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
58
The slide uses a combination of bar charts and a waterfall-style bridge to illustrate performance metrics and valuation uplift.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
27
Uses a combination of bar charts and a table to demonstrate value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
58
The slide uses a before-after comparison of valuation multiples and performance metrics to justify a specific activist thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 3 hits
21
The slide uses three bar charts to highlight the relative underperformance of McDonald's (red bars) compared to its peers (grey bars).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
09
The slide uses a 'Lean Into Parks' tag, suggesting it is part of a larger activist campaign.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle3 hits
31
Uses a combination of bar charts and box plots to demonstrate peer comparability.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
06
Includes historical context, segment EBITDA breakdown, key financial metrics, and operational mix charts.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 3 hits
15
Uses a before-and-after comparison of financial performance to argue for structural change.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain3 hits
24
The slide uses three line charts to correlate corporate events (Laidlaw acquisition, Rights Issue) with negative financial performance metrics.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
30
The charts demonstrate a consistent alpha generation for buyback strategies across multiple time horizons.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
120
Uses a 'before-after' or 'contrast' structure to highlight the gap between pricing power and service quality.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 3 hits
19
Includes a preemptive defense regarding Unwired Planet stock performance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 3 hits
20
Includes stock performance charts and bulleted lists of accomplishments for each company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 3 hits
25
The slide uses a bar chart to highlight UNP's position at the extreme end of the distribution for all three metrics.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 3 hits
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence3 hits