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59,881-59,910 of 60,557

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Legion Genesco Presentation June 2021Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
171
Uses a classic 'They say / We say' structure to debunk opposition claims.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
174
Uses orange dashed boxes to highlight Genesco's position relative to peers.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
175
The slide uses red dashed boxes to highlight specific search results (Cole Haan, Allen Edmonds) as examples of competitors appearing in the search results.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
11
The slide uses an 'Unaffected Date' of 2/24/21 to avoid COVID-19 market volatility impacts on the performance comparison.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
26
The table uses checkmarks to visually demonstrate the skill gap between incumbents and nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
27
The slide uses a table to demonstrate that the new directors share common, non-cloud backgrounds and personal ties to existing board members, contradicting the 'cloud leader' narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
28
The slide uses a table to contrast candidate qualifications with board rejection reasons, followed by a callout box summarizing the 2021 tactical interview requests.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
30
The slide uses a chronological comparison to frame the board's actions as reactive rather than proactive.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
34
The table highlights significant underperformance, with most values in parentheses indicating negative relative returns.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
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The table highlights significant underperformance (negative percentages in parentheses) for long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
39
Uses cherry-picking accusation to undermine board credibility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
43
Uses cherry icons to highlight the 'Proxy Statement Peers' as a manipulated data set.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
46
The table uses red dashed boxes to highlight specific data points for comparison.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
72
Uses a 3-column comparison table to highlight the gap between management's stated guidance and investor interpretation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
84
The slide highlights a pattern of poor capital allocation and lack of disclosure by long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
119
The slide uses a timeline-based comparison table to frame the Board as obstructionist.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
142
The slide uses a visual callout box to group long-tenured directors, implying a correlation between tenure and lack of modern experience.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
143
The slide uses a 'X' to denote lack of prior experience, contrasting with the nominee's experience mentioned in the callout box.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
144
The slide uses a table to systematically dismiss the relevance of the directors' external experience.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
145
Section 7 of an activist deck.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
152
The slide uses a table to track changes in compensation metrics over time, specifically critiquing the lack of focus on software recurring revenue.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
12
The slide uses a 'bookends' framing to define the range of potential future outcomes.LEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Logic Chain1 hit
15
The table uses checkmarks to denote the intensity of research focus (primary vs secondary) across different mobility sectors.LEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Logic Chain1 hit
17
The slide uses a matrix structure to categorize policy interventions. A dashed box highlights the 'Fleet' and 'Infrastructure' rows as the focus of the work.LEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Situation & ContextLoop · Logic Chain1 hit
23
LEK Infrastructure Victoria AZZEV International ScanLEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle1 hit
24
The table uses checkmarks to indicate the presence of specific interventions in Australia, US, Norway, China, and other markets.LEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle1 hit
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LEK Infrastructure Victoria AZZEV International ScanLEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle1 hit
28
The slide uses a table to categorize incentive approaches (Self-sustainability, Fraud resistant, Minimising emissions, Quota-driven phase out) and maps them to specific country examples and policy implications.LEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle1 hit
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LEK Infrastructure Victoria AZZEV International ScanLEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Golden Circle1 hit