slides · global inventory
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Matching slides 79,264
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64,591-64,620 of 79,264
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
07
The slide uses red dashed boxes to highlight specific rows related to Kohl's transactions.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
09
Data presented for CY14 and CY15.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
10
Includes two distinct peer groups with calculated averages for each.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
103
Uses two side-by-side bar charts and data tables to demonstrate the 'jaws' effect where costs grow faster than or decline slower than sales.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
104
Uses a bar chart to show the growth of unallocated shared expenses from FY17 to FY23, highlighting a ~2x increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
106
Uses a combination of press clippings and a bar chart to frame Disney's studio performance as a 'black box' of declining profitability.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
107
The slide uses a 'villain critique' approach by juxtaposing management's excuses with competitive data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
108
The chart uses a smoothed line (spline) to represent yield trends over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
109
Uses a red arrow to emphasize the upward trend in sequel production.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
112
Includes a waterfall-style chart showing historical FCF and the uncertainty of future years.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
113
The slide uses a comparison table to list benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
118
Uses a waterfall-style comparison chart to show stock underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
120
Uses a 'before-after' or 'contrast' structure to highlight the gap between pricing power and service quality.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
126
Uses a two-column layout to contrast Disney's claims with Trian's rebuttals.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
128
This slide uses a three-column structure to frame the problem (underperformance), the villain (the Board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
132
The slide uses a 'Since Trian Resurfaced' period to highlight a recent positive trend while showing long-term underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
06
The chart uses a dual-axis approach to show equity value (bars) and EPS (line).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
08
The slide uses a dual-axis chart to highlight the disconnect between revenue and profit, a classic 'expose contradiction' tactic in activist investor presentations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
09
The slide uses a yellow highlight to delineate the 'Post-Activist Involvement' period, contrasting it with the preceding 3 years.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
11
The slide uses a capital allocation framework to justify a shareholder return or investment thesis.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
13
The slide highlights a specific capital allocation policy from Sotheby's, presented by Marcato Capital Management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
14
The slide uses a financial buildup to expose a gap between actual performance and stated corporate goals.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
15
The slide uses a table to demonstrate a lack of alignment between management/board and shareholders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
16
The chart uses a stacked bar approach to show net share ownership changes, highlighting that external investors (Marcato/Third Point) have net positive accumulation compared to insiders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit