slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 65,581-65,610
Pages 2,643
Rows per page 30
Component
65,581-65,610 of 79,264
02
The slide uses a combination of narrative text and a bar chart to argue for operational efficiency.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
03
The slide combines a bubble chart for compensation comparison and a bar chart for historical EBIT margins.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
13
The slide argues that Edgewater's underperformance is significant and that the company's own peer group selection is biased.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
14
The chart highlights a significant performance gap during the tenure of the current CEO.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
15
The chart highlights significant underperformance of EDGW compared to major indices, particularly since the appointment of the CEO in 2002.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
17
The slide uses a 'Value Creation (Destruction)' calculation to highlight negative returns.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
18
The slide uses a comparison table to highlight performance gaps between Edgewater and its peers.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
19
The slide uses a combination of a combo chart (revenue/margin) and a grouped bar chart (margin comparison) to argue for management failure.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
20
The slide uses a dual-chart layout to visually correlate poor company performance with high executive pay.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
53
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
55
The slide uses a negative framing to highlight poor performance, consistent with an activist investor's critique.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit
57
Uses a quote-contradiction framework to undermine management's public stance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
58
The slide uses negative percentage labels to emphasize the decline of specific brands.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
61
Uses a French proverb to emphasize the cyclical nature of the company's failure to improve.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
67
Uses a 'villain' framing by characterizing the company's performance as 'creatively bankrupt' and using a photo of a slimed celebrity to mock the brand.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
70
Uses a red circle annotation to highlight the average price paid for buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
72
Uses a 'what-if' scenario to critique capital allocation strategy.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
73
The slide highlights that Viacom's leverage (3.0x) is higher than several peers, limiting its ability to perform share buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
75
Includes a quote from Rupert and Lachlan Murdoch and a line chart showing stock performance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
80
The slide uses a specific valuation argument based on EV/EBITDA multiples to justify the change in leadership.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
81
Includes a valuation upside callout at the bottom.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
82
Part of a multi-step activist plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
87
The slide uses a 'Step 8' framing, implying a multi-step strategic plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
88
This is part of a multi-step value creation plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
89
The chart bridges the current value to a potential total value through additive and subtractive components.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
91
The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and adjustments for JVs, debt, and cash.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
96
Data source is ISS Report (03/16/15). Values are in $thousands.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
97
The slide shows a high concentration of ownership in Class A shares by a single individual.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
98
Data as of 31 Dec 2014, sourced from ISS Report.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit