Matching slides 10,645
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6,631-6,660 of 10,645

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15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
49
The slide demonstrates how tax-efficient unwinding of cross-shareholdings increases the net value realized by TICO.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor 1 hit
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
04
Includes a specific performance citation from 13D Monitor.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
41
Uses a combination of a table for bonus history and a table for relative stock performance to highlight the misalignment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
72
The slide uses a quote from Covenant Review to undermine management's credibility.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
97
Uses a specific historical anecdote from 2002 to establish a pattern of behavior.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
98
The slide uses a quote from a news article to frame the company's management as dismissive of shareholder feedback.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
11
Includes a quote from CFO Arthur Minson regarding the growth strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
Uses a waterfall-style bar chart to show revenue vs EBITDA losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
23
Uses a CEO quote to highlight the gap between current performance and potential.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
29
The slide uses a combination of bulleted arguments and an expert testimonial to build a case against the business model.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Includes a testimonial/quote from a former employee to support the thesis.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Includes a survey result showing 0% of 11 surveyed advertisers value Patch over other broad-based display advertising.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a bar chart to visualize a 0% vs 100% survey result to emphasize the lack of value proposition.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
Includes a CEO quote to reinforce the lack of monetization strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
Uses a CEO quote to frame the guidance as a target, then uses a P&L table to demonstrate the resulting losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
59
Uses a scatter plot with a broken axis to highlight the outlier status of the peer group relative to the guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
69
Uses a red box to highlight the outlier performance of AOL compared to peer percentiles.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
70
The chart uses a red dashed line to indicate the median of the peer group.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
71
The slide uses a red box to highlight the discrepancy between AOL's performance (0th percentile) and compensation (91st/60th percentile).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
28
The slide uses a quote box to highlight the specific terms of the expired agreement.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
Uses historical proxy voting data to establish a pattern of failure.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
39
Uses a 'failed' callout to highlight the board's inaction.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
41
The slide uses a bold 'FAILED' stamp and red italicized text to emphasize ISS's negative conclusion on non-independent directors.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
43
Focuses on Marsha Evans as a target for removal.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
17
The slide uses a direct quote (the resignation letter) to substantiate the claim of board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit