slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 65,521-65,550
Pages 3,679
Rows per page 30
Component
65,521-65,550 of 110,355
08
The slide uses a 'villain' narrative to critique the board's valuation analysis.Altair US LLC | Activist Presentation Deck | 16 slides · Altair US, LLC
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
09
The slide uses a numbered callout system (1, 2, 3) to link specific critiques to the data presented in the chart and table.Altair US LLC | Activist Presentation Deck | 16 slides · Altair US, LLC
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
10
The slide uses numbered callouts to link specific critiques to visual elements in the charts.Altair US LLC | Activist Presentation Deck | 16 slides · Altair US, LLC
Activist deck Activist investor Beat · Expose ContradictionLoop · Analogy1 hit
11
Uses numbered callouts to link specific claims to the company's own slide content.Altair US LLC | Activist Presentation Deck | 16 slides · Altair US, LLC
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
Uses numbered callouts to map specific critiques to a timeline diagram.Altair US LLC | Activist Presentation Deck | 16 slides · Altair US, LLC
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
13
The slide uses a numbered callout system (1, 2, 3) to map specific criticisms to points on a timeline chart.Altair US LLC | Activist Presentation Deck | 16 slides · Altair US, LLC
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
Uses external analyst quotes to validate the activist's position on valuation.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Problem1 hit
07
Includes a line chart comparing Avalara's 3-year TSR against comparable public companies and the S&P Software Index.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Problem1 hit
09
The slide highlights a flawed sale process and negative shareholder/analyst sentiment.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Problem1 hit
10
The slide uses a combination of bulleted performance highlights and two charts to support the thesis of consistent growth.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Agitate1 hit
14
The slide uses a combination of a line chart for TSR and a grouped bar chart for valuation multiples to demonstrate the market downturn.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses two bar charts to illustrate the widening of high-yield spreads and the decline in transaction volume as evidence of a difficult financing environment.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Includes two bar charts showing revenue growth and operating income projections.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The slide uses a stock price line chart as the background for a chronological narrative, implying that the board's actions were poorly timed relative to market conditions.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Agitate1 hit
20
Uses numbered footnotes to substantiate claims of financial incentives and revenue declines.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Agitate1 hit
21
The slide uses a numbered list format to detail specific failures in the M&A process, including the 'no-shop' provision and limited outreach by the financial advisor.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Agitate1 hit
22
Uses conflict of interest as a narrative device to suggest a biased M&A process.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Agitate1 hit
23
The slide uses a narrative structure to expose a contradiction between the Board's fiduciary duty and their actual negotiation behavior.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Agitate1 hit
26
The chart highlights the gap between the market's historical valuation and the proposed acquisition price.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
27
Uses a combination of a bar chart for historical price targets and a bar chart for premium/discount analysis to frame the deal as undervalued.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
28
Uses a line chart to show historical valuation trends and a bar chart to compare valuation compression across peers.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
29
Uses a stock price chart to anchor the argument that the company was trading at a level where a standard premium would have exceeded $100/share.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
30
Uses a combination of TSR performance and deal premium benchmarking to expose the 'trough' valuation.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
31
Uses a 'true undisturbed price' argument to challenge the fairness opinion's baseline.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
33
The slide uses a grid of pull-quotes to build consensus on the undervaluation of the target company.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
34
Altair US LLC | Activist Presentation Deck | 38 slidesAltair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
36
Includes three news clippings as evidence of recent deal activity.Altair US LLC | Activist Presentation Deck | 38 slides · Altair US, LLC
Activist deck Activist investor Beat · Solution1 hit
03
Includes logos for AMMO, STELTH, STREAK, and GunBroker.com.AMMO | Investor Presentation Deck | 27 slides · AMMO, Inc.
Pitch deck Investor relations Beat · Problem1 hit
08
Includes FY 2022 actuals and FY 2023 estimates for Net Revenue and Adj. EBITDA.AMMO | Investor Presentation Deck | 27 slides · AMMO, Inc.
Pitch deck Investor relations 1 hit
14
The slide uses a comparison grid structure to showcase four distinct product lines.AMMO | Investor Presentation Deck | 27 slides · AMMO, Inc.
Pitch deck Investor relations Beat · Solution1 hit