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Includes footnotes regarding non-GAAP measures and segment reporting.Bausch Health Companies | Results Presentation Deck | 86 slides · Bausch Health
Conference presentation Investor relations Loop · Quick Win Big Bet1 hit
25
Includes revenue growth metrics and segment-specific operational updates.Bausch Health Companies | Results Presentation Deck | 86 slides · Bausch Health
Conference presentation Investor relations Loop · Quick Win Big Bet1 hit
27
Uses a causal chain structure to link strategic actions to financial outcomes.Bausch Health Companies | Results Presentation Deck | 86 slides · Bausch Health
Conference presentation Investor relations Loop · Quick Win Big Bet1 hit
07
The chart uses a 'waterfall' style layout to show the distribution of returns, with Peloton highlighted in red at the extreme left.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
15
Includes a bar chart of monthly workouts per subscriber and a grid of instructor Instagram follower counts.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
16
Uses a sensitivity analysis approach to derive implied share price.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
17
Uses a decomposition of valuation based on FYE 6/2023 gross profit estimates.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
19
The slide uses a red arrow and a dashed line to emphasize the significant drop in stock value.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
26
Uses juxtaposition of stock performance and management commentary to highlight a lack of discipline.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
35
Uses the 'ceo-quote-contradiction' pattern to highlight the gap between management rhetoric and insider behavior.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
36
The slide uses a bar chart to visualize the percentage of economic interest pledged by specific executives and directors.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
45
The slide uses ISS QualityScore data to frame the company as having high risk and poor disclosure practices.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
49
Uses a news article screenshot as a credibility anchor.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
50
The slide uses a dual-axis chart to visually contrast the gain of insiders against the loss of shareholder value.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
51
The slide uses a bar chart to visualize the percentage of shares pledged against a 40% policy limit, visually calling out John Foley.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
53
The slide uses a bar chart to show that 100% of CEO compensation opportunity in FY22 was base salary and time-based equity.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The StruggleLoop · Golden Circle1 hit
60
Uses a tornado-style bar chart to show valuation ranges against a current stock price anchor.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
07
The chart uses a color-coded bar for 'boohoo Group' (pink) to highlight it, though the title refers to 'Boozt' as the leader.Boohoo Group | Results Presentation Deck | 49 slides · Boohoo Group
Conference presentation Investor relations Beat · Need1 hit
12
The map highlights regions in purple, indicating supply chain presence. The data points compare short vs long lead time percentages.Boohoo Group | Results Presentation Deck | 49 slides · Boohoo Group
Conference presentation Investor relations 1 hit
23
ROE likely refers to Rest of Europe, ROW to Rest of World.Boohoo Group | Results Presentation Deck | 49 slides · Boohoo Group
Conference presentation Investor relations Beat · Satisfaction1 hit
24
The slide uses a visual metaphor of a model in a pink dress to match the brand color palette.Boohoo Group | Results Presentation Deck | 49 slides · Boohoo Group
Conference presentation Investor relations Beat · Satisfaction1 hit
06
The chart uses a waterfall bridge to explain the 7.1% total revenue growth.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
08
Includes a table of cash flow components for 2021 vs 2020 and a bar chart showing annual cash conversion percentages.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
09
Includes a 10-year bar chart of leverage ratios and a summary balance sheet table for 2020-2021.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
10
The chart displays annual dividend growth from 1992 to 2021.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
14
The chart uses a stacked bar format to distinguish between smaller and larger orders, with a horizontal line indicating the 2019 baseline.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
15
The chart shows a recovery trend in H2 2021 compared to previous periods.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · SatisfactionLoop · Cost Of Inaction1 hit
22
The slide uses a donut chart with callouts to segment revenue. It includes a disclaimer/note section regarding the methodology of allocation.Bunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations Beat · ActionLoop · Quick Win Big Bet1 hit
33
Bunzl | Results Presentation Deck | 35 slidesBunzl | Results Presentation Deck | 35 slides · Bunzl
Conference presentation Investor relations 1 hit
10
The slide highlights a recovery and growth trend post-FY2021.Capri Holdings | Results Presentation Deck | 16 slides · Capri Holdings
Conference presentation Investor relations Beat · FinancialsLoop · Cost Of Inaction1 hit