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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 64,921-64,950
Pages 2,643
Rows per page 30
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64,921-64,950 of 79,264

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03
The slide outlines the core investment thesis for Sandell Asset Management regarding Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide argues that the market miscategorizes Bob Evans as a restaurant company despite the significant contribution of the BEF Foods segment.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
05
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
06
The chart uses volume (pounds) rather than revenue, which is a key distinction for sales mix analysis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
Uses a before-after-framing style to highlight market misperception.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a sum-of-the-parts logic implication by contrasting restaurant multiples with higher packaged food multiples.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
13
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
17
Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
18
Includes a pro-forma EBITDA and net debt buildup table followed by a 2D sensitivity matrix.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
The slide uses a hierarchical table structure to categorize 111,100 total units.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 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
07
The slide uses a hierarchical diagram to show the split of the parent company into two distinct valuation components.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The matrix uses arrows to visually anchor 'Current Price', 'Base Case', and 'Intrinsic Case' within the grid.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
10
The chart shows a clear downward trend in cap rates over time, supporting the thesis of value surfacing.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
11
Includes two tables: a peer valuation table and an estimated NOI breakout table by asset type.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
12
The slide uses a dual-axis line chart to argue that the timing is optimal for a PropCo/OpCo split based on market multiples.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
11
The chart highlights a significant drop in OUTR performance at the end of 2015.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The slide uses a peer comparison to demonstrate undervaluation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The chart uses a combination of a line chart for stock price and a bar chart for cumulative repurchases to demonstrate poor capital allocation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The chart uses a waterfall-style visualization to aggregate losses.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a line chart to visualize the timing of repurchases relative to major stock price drops caused by poor earnings and weak guidance.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The tables highlight the $125 dividend scenario as a focal point.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
26
The chart uses a waterfall-like distribution of market yields to demonstrate valuation upside for OUTR.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit