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Matching slides 110,355
Current window 61,801-61,830
Pages 3,679
Rows per page 30
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61,801-61,830 of 110,355

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20
Uses a news article screenshot as evidence of competitive threat.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
21
Uses a news article screenshot as evidence of competitive pressure.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
22
Uses a screenshot of a news article as a 'cite_precedent' or 'evidence' to frame the competitive threat.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
26
Uses a binary choice framework to contrast current performance vs potential.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
28
The chart uses color coding to distinguish between conglomerates (grey) and focused retail/QSR peers (teal), with Seven & i Holdings highlighted in purple.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
29
The slide argues for a divestiture to unlock value and allow management focus on 7-Eleven.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
30
The chart uses a waterfall-style bridge to show how different segments contribute to the total EBITDA, highlighting the drag of non-food retail.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
32
The slide uses a stacked bar chart to visualize the 14bn yen in synergies and a callout to explain why standalone scale is sufficient.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
33
Uses a bar chart to contrast group company performance against industry peers.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
34
The slide uses a peer benchmark to argue for operational improvements in the US 7-Eleven business.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
35
The chart uses bubble size to represent system sales; the regression line suggests 7-Eleven is an outlier in headcount efficiency.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
36
Uses a visual transition from a gas pump to food brands to illustrate the strategic pivot.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
40
The chart uses a waterfall bridge to show how operational improvements, expansion, and divestitures contribute to ROIC growth.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
43
Uses a timeline to highlight the contradiction between corporate ownership and blame deflection.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
44
Uses visual juxtaposition of gas station scale vs. EV charger targets to frame the company as lagging in the energy transition.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
45
Uses a quote from Financial Times to validate the critique of the Speedway acquisition.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
46
Uses a quote to frame the company's internal state as a 'mess' due to communication gaps.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
48
The chart uses a waterfall-style layout to show negative deviation from a baseline (0).ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
49
Uses an org chart to illustrate excessive complexity and a quote to provide academic backing for the 'diversification discount' thesis.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
50
Uses a traffic light system (green/yellow/red) to evaluate disclosure quality across different industries.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
51
Uses a comparative structure to show the failure of two specific partnerships.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
52
Uses a timeline to show the rapid failure of 7Pay and a pull-quote box to highlight the governance critique.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
53
Uses a stacked bar chart to visualize board composition and a checklist format for governance criteria.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
55
The chart uses a binary 'Yes/No' classification for skill possession among directors.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
57
Uses a before-after-bridge framework to highlight the gap between current state and desired governance standards.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
58
The slide uses a 'before-after' framing to argue for organizational simplification.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
61
The slide uses a callout-style diagram to link specific survey flaws to the company's survey text.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
62
Uses METI guidelines as an authoritative precedent to critique board governance.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
67
Includes a footnote indicating that some entries represent BOD observation rights.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
68
The slide contrasts high-volume collaborative metrics (104 investments, 53 seats) with low-volume adversarial metrics (6 letters, 1 contest) to frame the firm as a constructive partner.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit