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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 66,181-66,210
Pages 2,643
Rows per page 30
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18 30 60

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66,181-66,210 of 79,264

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12
Uses a 'Management Says One Thing... But Then Does Another' framing to highlight hypocrisy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
13
The chart uses negative percentages to highlight value destruction relative to benchmarks.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
20
Uses a waterfall-style logic to show how price increases mask customer losses.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
21
The slide uses a bar chart to contrast negative/low growth of the subject company against higher market and peer growth metrics.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
38
The slide uses company logos as a proxy for the quality of experience brought by the activist's nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
43
Includes a quote from a top 20 shareholder as a qualitative data point.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
45
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
46
Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
49
Includes a quote from CEO Matt Proud to contrast with the poor performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
50
The slide uses a 'before-after' logic to contrast management's claims with actual data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
51
The slide highlights a specific governance concern regarding peer group selection bias.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
52
The chart highlights the poor performance of follow-on offerings compared to the initial IPO price.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
56
Uses an org chart with red 'X' marks to visually represent departed executives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
59
Uses a before-after-framing style to juxtapose corporate data with employee testimonials.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
60
Uses a waterfall chart to show the gap to the $1B target and a bar chart to compare scale against peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
61
The slide uses a bar-in-bar style to show FCF (dashed red box) relative to Adj. EBITDA (grey bar).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
62
Uses a CEO quote to establish the target, then contrasts it with actual performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
63
The slide uses a negative bar for 2023 growth to emphasize the decline.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
64
Uses news clippings and logos to build a narrative of reputational damage and market erosion.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
66
The chart uses a waterfall-style logic to show how a 10x price increase is offset by customer losses to result in only 2.5x revenue growth.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
72
Uses a combination of quantitative data (bar chart) and qualitative evidence (quotes) to build a case against management's capital allocation.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
73
The slide uses a process flow to highlight a value-destructive capital allocation decision.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
75
The slide uses a bar chart to contrast historical focus (IPO through Q4 2024) with recent focus (Q1 2025).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
76
The slide uses a callout box to highlight the impact of activist intervention on reducing transaction costs in 2024.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
82
The slide uses a bar chart to visualize the gap between the current share price and the implied share price at the peer median multiple.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
84
The slide highlights a discrepancy between DND's financial scale and the scale of its chosen compensation peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
85
The slide highlights a contradiction between the CEO's claim of not owning common shares and the existence of Plantro as a large shareholder.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
86
The table highlights the two members of the Compensation Committee (Mario Di Pietro and David MacDonald) who received significantly higher 'Withheld' votes compared to other nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
89
The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
103
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit