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Matching slides 79,264
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64,621-64,650 of 79,264
06
Slide provides a high-level company profile for an investment presentation.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
08
The slide uses arrows to map accounting line items (Inventories, Investments in Affiliates, Real Estate Developments, Property - net) to descriptive business categories.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
10
Includes a red circle highlighting the final valuation range of $408m-$442m.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
11
Includes a red oval highlight around the $457m and $528m valuation figures.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
12
The table shows a significant discount (54.9%) of the current stock price relative to the estimated market value per share.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
15
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
17
The table includes a footnote referencing a 2006 Goldman Sachs report for historical context.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
18
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
20
Includes a specific callout regarding a 2006 Goldman Sachs valuation of the Kukui'ula project.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
21
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
19
Includes company description and financial metrics as of 2014 estimates.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
21
The chart uses a 100-indexed baseline to compare relative performance over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
22
The slide uses a 'Delta' row to explicitly highlight the performance gap between Dillard's and its peers.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
25
The slide uses a line chart to annotate specific activist milestones against stock price fluctuations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
28
The chart illustrates a shift in strategy from expansion to contraction/rationalization.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
29
The chart uses a waterfall-like visual style for a time-series bar chart.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
30
The chart displays annual inventory days, showing a fluctuation with a peak in 2007 and a general downward trend compared to the start of the period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
31
The slide uses a thesis-style headline to attribute margin growth to operational improvements.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
32
The chart illustrates a downward trend in SG&A expenses over a 7-year period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
33
The slide shows a clear upward trend in EBITDAR margin from 2008 to 2013.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
34
The chart shows a negative ROIC in 2008 followed by consistent growth.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
35
The chart illustrates the inverse relationship between free cash flow generation and share count reduction over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
36
The chart highlights Dillard's significant outperformance (2,379%) compared to peers (325%).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
38
The table highlights valuation multiples and yields for various financial metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
39
The slide uses four bar charts to demonstrate valuation gaps.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
40
The slide uses a contrast-based visual strategy to highlight Dillard's superior position in both metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
41
The peer group includes Macy's, Kohl's, and Nordstrom; JC Penney is excluded.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
42
The slide highlights the delta between D&A and CapEx as a driver for the difference between FCF and Net Income.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
43
The table demonstrates the mathematical impact of sustained share repurchases on float and insider ownership concentration.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
44
The table highlights the 12.0x multiple column with a red box.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit