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Matching slides 110,471
Current window 69,121-69,150
Pages 3,683
Rows per page 30
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69,121-69,150 of 110,471

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104
Uses a bar chart to show the growth of unallocated shared expenses from FY17 to FY23, highlighting a ~2x increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
110
The slide uses a callout box for the primary demand and a grid for specific areas of inquiry.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
115
The slide uses a 3x3 grid layout to present a list of strategic concerns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
118
Uses a waterfall-style comparison chart to show stock underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
119
The slide uses a 'villain' framing (Universal) to demand increased capital expenditure from Disney.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
121
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
122
Uses a two-column layout to directly refute specific quotes from Disney management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
126
Uses a two-column layout to contrast Disney's claims with Trian's rebuttals.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
129
This is a standard proxy solicitation closing slide.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
04
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
08
The slide uses arrows to map accounting line items (Inventories, Investments in Affiliates, Real Estate Developments, Property - net) to descriptive business categories.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
09
The slide uses a vertical axis to represent valuation difficulty, ranging from 'Easy to Value' to 'Harder to Value'.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
14
The slide uses a bulleted list with custom triangle icons to detail the timeline and land usage of the Wailea development.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
15
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
19
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
23
The slide uses maps to visualize land distribution by type (Conservation, Ag/Pasture, Urban) for two islands.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
26
The table includes footnotes explaining specific transaction contexts (forced sales, specific valuation inclusions).Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
43
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
45
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
48
Includes ticker, price, market cap, TEV, 2011 revenue, 2011 FCF, and valuation multiples.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
53
Dual-axis chart comparing U.S. (left axis) and Canada (right axis) housing starts.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
54
The chart shows U.S. prices peaking around 2006 and declining, while Canadian prices show consistent growth over the decade.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
56
The slide uses a line chart for historical price trends and a bar chart for affordability ratios to contrast Alberta markets with major Canadian cities.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
03
The slide uses a logical flow diagram to explain the relationship between financial metrics and shareholder value.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
05
This slide outlines the core argument for why the company is undervalued due to poor capital management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
09
The slide uses a yellow highlight to delineate the 'Post-Activist Involvement' period, contrasting it with the preceding 3 years.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
10
This slide uses a rhetorical strategy to frame the incumbent management as ineffective and misaligned with shareholder interests.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
13
The slide highlights a specific capital allocation policy from Sotheby's, presented by Marcato Capital Management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
17
This is a classic activist investor slide framing the incumbent as stagnant and the activist as the solution.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
27
Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit