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Matching slides 79,264
Current window 64,951-64,980
Pages 2,643
Rows per page 30
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64,951-64,980 of 79,264

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09
The slide uses a 'Lean Into Parks' tag, suggesting it is part of a larger activist campaign.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
12
The slide uses a 'villain' framing for Netflix, contrasting it against the 'Studios' (Disney, WBD, NBCU, Paramount).The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
14
The chart illustrates the increasing engagement over time, particularly driven by the expansion of the bundle.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
04
Includes footnotes regarding financial data sources and adjustments.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
07
The slide uses a donut chart to show market share and a bar chart to compare market penetration across different home services.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
08
The chart highlights two recession periods (2001-2002 and 2008-2009) to demonstrate industry stability.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
The chart compares ADT against Verizon, AT&T, DirecTV, DISH, and Cable industry estimates from 2007 to 2012E.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
The slide highlights financial performance trends including the impact of the Brinks acquisition.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
The table compares three financial scenarios (Base, Upside, Downside) across various metrics including Target Price, EBITDA, Debt, and P/E ratios.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
05
The chart uses a red area fill to emphasize negative performance. The annotation points to a specific date (July 18, 2012) to highlight a 43% decline.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
06
The slide uses negative percentages in parentheses to denote underperformance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
07
Uses a before-after comparison of stacked bar charts to expose data manipulation.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is weak.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
15
Uses a bar chart to visually demonstrate that the activist owns more shares than the entire board combined.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
16
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
19
Includes a preemptive defense regarding Unwired Planet stock performance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
20
Includes stock performance charts and bulleted lists of accomplishments for each company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
16
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 Beat · CompetitionLoop · Before After1 hit
18
Uses a before-after visual structure to highlight business model shift.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Loop · Before After1 hit
19
The chart uses a combination of bar and line charts to show the inverse relationship between rent growth and vacancy rates.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
20
The chart uses floating bars to represent yield ranges for different investment strategies within each asset class.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
21
Red oval annotation highlights the 2004 data point for comparison.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
22
The chart uses a stacked bar format to show the composition of lenders (Banks, CMBS, Life Cos, Other) over time.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
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit