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60,361-60,390 of 60,568
54
Uses quotes from press releases to contrast management's acquisition promises with actual financial outcomes.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
61
The slide highlights the valuation gap between Comtech's current multiple (12.9x) and the median multiples of its peer segments, particularly the high-multiple Public Safety/CCaaS segment.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing AskLoop · Mece Breakdown1 hit
62
Includes a peer benchmark table for EV/FY22 EBITDA and market share pie charts for NG911 and NGCS.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
66
The slide uses a visual contrast (red arrow) to highlight the anomaly of the Comtech deal compared to the others.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
67
Uses a side-by-side comparison to highlight the contradiction between company claims and investor logic.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
69
The slide uses a stacked bar chart to emphasize the spike in acquisition expenses in 2021 due to the Gilat termination fee.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
77
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
78
Uses a table to contrast director independence, conflict status, and involvement in the interview process.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
79
The slide uses a timeline-style visual to show board tenure alongside a table of director credentials.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
82
The slide uses red 'X' marks to visually highlight the lack of relevant industry experience among independent directors.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
83
The slide uses red 'X' marks to indicate a lack of relevant experience or public board presence for the incumbent nominees.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Closing Ask1 hit
90
Outerbridge Comtech Presentation November 2021Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
93
The slide uses a table to highlight that the new directors are not up for election, supporting the claim of lack of accountability.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
98
Uses a table structure to highlight the evolution of Comtech's claims, culminating in a 'scrivener's error' defense.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
99
The slide uses a comparison table to frame the 'villain' (White Hat) as having disproportionate power relative to their capital contribution.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
100
The slide highlights organizational complexity as a problem to be solved.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor 1 hit
01
The slide uses a screenshot of a blog post overlaying a financial data table.Paddle Pitch Deck · paddle-pitch-deck
Pitch deck Investor relations 1 hit
10
The slide uses a table structure to map asset categories to their percentage contribution to total FMV.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Problem1 hit
15
Uses a 4-point numbered list structure to systematically dismantle the deal's legitimacy.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
18
The slide uses a 'villain' framing by attributing underperformance to specific management failures.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a waterfall-style comparison to illustrate value destruction.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide distinguishes between features that provide value unilaterally versus those requiring a critical mass of users/infrastructure.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Loop · Why Now1 hit
17
Includes a footnote regarding MobileWallet Clearing Fees.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Beat · FinancialsLoop · Why Now1 hit
18
The data shows a significant turnaround in 2003, moving from negative total assets/equity to positive values.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Beat · FinancialsLoop · Why Now1 hit
19
Financial statement showing cash flow dynamics including net income, working capital changes, and financing activities.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Beat · FinancialsLoop · Why Now1 hit
20
This is the famous Confinity (PayPal) business plan slide detailing growth and unit economics assumptions.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Beat · FinancialsLoop · Why Now1 hit
21
The diagram at the bottom is a conceptual 2x2-style matrix representing the product of number of customers and value per customer as market capitalization.Paypal Confinity Wallet Banking Business Plan · paypal-confinity-wallet-banking-business-plan
Deck Investor relations Loop · Why Now1 hit
04
Includes a highlighted column for Blended Value Per Share.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · ProblemLoop · Benchmark Gap1 hit
09
Includes two line charts showing 'Incentives Created' vs 'Incentives Paid' for both proposals over years 2021-2025.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · Market Size1 hit
12
Includes net accrued incentives and 75% of NAV of corporate investments.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit