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Matching slides 13,863
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6,961-6,990 of 13,863
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The slide uses stacked bar charts to show TSR performance, including a specific adjustment for CDK spin-off reinvestment.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
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Shows shift in business model composition.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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The slide uses stacked bar charts to illustrate productivity improvements over a 6-year period.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
33
The chart illustrates a 'pay for performance' shift where 'Role Model' performers receive significantly higher compensation in FY17 compared to FY13.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
41
Includes a legend for a star icon denoting experience with investors as a public company executive.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
50
The slide highlights specific adjusted margin metrics with red dashed boxes to draw attention to the comparison.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
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The slide provides a reconciliation-style explanation of non-GAAP metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
13
The chart illustrates a trend of de-risking the balance sheet over an 8-year period.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
15
The chart uses a dual-axis approach to show absolute deposit volume (stacked bars) and a percentage ratio (line graph).The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The chart includes an annotation explaining a sharp drop in the ratio due to the consolidation of investment management funds.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
40
The slide uses a dual-chart layout to highlight performance divergence between two financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
86
The slide uses a visual matrix to show service coverage (Back, Middle, Front office) for BNY Mellon vs State Street, highlighting a gap in middle/front office services.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses arrows to indicate the direction of improvement (up for performance metrics, down for volatility).Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
39
The slide highlights a misalignment between management incentives and shareholder value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
05
The slide uses a logo grid to establish credibility and track record.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
05
Includes a legend for board representation and a detailed disclaimer regarding investment history.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a logo grid to demonstrate historical investment influence, specifically highlighting board representation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
16
The chart uses a dual-axis approach to overlay store count (bars) with ROIC and margin percentages (lines).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
34
The slide uses a 'villain critique' style to frame capital allocation as value-destructive.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
09
Includes performance metrics for Wendy's vs P&G and S&P 500.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Iceberg1 hit
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
The slide uses a red oval annotation to draw attention to the 'Real estate held for entitlement and leasing' line item.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
06
The chart uses a dual-axis approach to show equity value (bars) and EPS (line).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
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The chart uses a stacked bar approach to show net share ownership changes, highlighting that external investors (Marcato/Third Point) have net positive accumulation compared to insiders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The chart illustrates a shift in strategy from expansion to contraction/rationalization.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
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Uses a scatter plot to contrast SE CEO pay against peers, with annotations highlighting the contradiction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit