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Matching slides 119,566
Current window 63,871-63,900
Pages 3,986
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63,871-63,900 of 119,566

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01
Slide 1
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
06
The map highlights the concentration of restaurants in the Midwest and Eastern US.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
06
The slide uses a map to visualize market density and a bar chart to demonstrate the company's dominant unit count relative to the top 10 operators.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
42
The quote is used to preemptively rebut a strategic proposal by citing internal leadership skepticism.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
02
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Ordinary World1 hit
04
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Ordinary World1 hit
44
The slide uses a quote to preemptively argue against standard retail performance metrics.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
Slide 1
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor 1 hit
04
The slide uses a logo grid to demonstrate board experience.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
06
The slide uses a logo-grid to establish credibility through past investment success.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
11
The slide uses a hub-and-spoke diagram to show the competitive pressure on the consumer.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
17
The slide uses a three-column layout to present chronological events with supporting press release snippets.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
18
The slide uses a news-style summary to illustrate a collaborative precedent in the media industry.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
02
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
01
Slide 1
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
16
This is a classic activist investor 'thesis' slide identifying the gap between market price and intrinsic value.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
29
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor 1 hit
02
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
02
Includes disclosure of 14.4% ownership stake.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor 1 hit
14
Spectra Energy Corp (SE)Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
01
Slide 1
TPC Group Inc. (TPCG)TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
TransCanada Corp (TRP)TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
TransCanada Corp (TRP)TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
03
Tronox Incorporated (TROX)Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
04
Uses quotes from company presentations and conference calls to build an argument for capital allocation changes.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
07
The slide transitions from historical context to a specific critique of management's delay in relisting and financial reporting.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
08
This slide outlines the deal structure, including equity stakes, cash components, BEE compliance, and lockup/standstill provisions.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
01
Slide 1
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit