slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 69,211-69,240
Pages 3,683
Rows per page 30
Component
69,211-69,240 of 110,471
04
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor 1 hit
38
The slide uses a waterfall bridge to reconcile management's reported return with the actual economic return after accounting for G&A, Capex, lost royalties, and taxes.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
43
The slide uses a scatter plot with color-coded markers representing EBITDA growth tiers to demonstrate the valuation premium of highly franchised business models.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
30
The slide uses a dual-axis style visualization (bar for mix, line for margin) to highlight the correlation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
31
The slide uses a bar chart to show the historical percentage of takeout sales, highlighting a recent uptick in Q1 2016.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
33
Includes a table comparing franchisee acquisitions vs new company-owned stores, and a bar chart showing historical ROE vs Cost of Equity.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
The slide highlights the company's strategy of re-levering and returning capital to shareholders, showing a 210% cumulative payout ratio.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The slide uses a 6x post-royalty EBITDA multiple to calculate the value of the store base.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Uses a vertical risk-based hierarchy to categorize strategic options.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
40
The slide uses a checkmark matrix to compare compensation structures. Red dashed boxes highlight gaps in BWLD's current incentive program.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
44
The slide uses a bridge-style annotation to link specific financial line items to the qualitative drivers of value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
45
The slide outlines a clear activist agenda for operational and financial restructuring.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
47
The slide outlines specific growth, margin, and capital allocation assumptions for the financial model.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
09
The slide uses a 'Why give Board another opportunity to fail?' rhetorical question as a closing hook.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure1 hit
24
The slide uses a 'A' icon as a bullet point, likely representing the activist firm's branding.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
30
The slide uses a narrative of governance failure to justify shareholder intervention.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
44
The slide uses a quote to preemptively argue against standard retail performance metrics.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
52
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
03
The slide serves as the opening thesis for an activist campaign, detailing ownership, valuation gap, and specific demands.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · Problem1 hit
04
The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
The diagram illustrates the holding company structure and ownership percentages.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide uses a matrix to map biotech product pipeline against end-markets and geographies.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
15
Includes additional value sources like tax losses and GST claims.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
03
The slide uses a bulleted list structure to present arguments against a corporate transaction.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
04
The slide uses a table to demonstrate that most bidders were unsolicited, contradicting the narrative that the process was well-managed.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
Tronox Incorporated (TROX)Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
05
The chart uses a dual-axis combination of bar (cost) and line (margin) to demonstrate the inverse relationship between production cost and profitability.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
11
The chart illustrates a widening gap between underlying demand and existing production capacity, highlighting the criticality of new projects.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit