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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 6,961-6,990
Pages 355
Rows per page 30
Component
6,961-6,990 of 10,645
23
Includes a CEO quote from 2010 to support the thesis on TED spreads.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
74
Uses a waterfall chart to visualize cost-cutting levers and a comparison table to highlight the divergence between JPM and BNY Mellon.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
90
Features a book cover image of 'Who Says Elephants Can't Dance?'The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
126
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
146
The slide uses the CEO's own words against him to justify a leadership change.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
09
The slide uses a CEO quote to frame a problem of margin compression due to labor costs.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
10
Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath1 hit
11
Uses a quote-contradiction framework to undermine management's narrative.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
The slide uses a CEO quote to frame the company's internal optimism against the objective reality of poor stock performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
Includes a quote from Disney CFO Hugh Johnston and a disclaimer regarding excluded capital expenditures.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a comparison frame to highlight operational inefficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The slide uses a screenshot of past positive press to contrast with the current downward trend.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
Uses a bar chart to contrast company performance with a direct quote from management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
The slide uses a quote from the company as a foil to the visual evidence of value destruction.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
53
The slide uses a stacked bar chart to show the decline in Pay TV subscribers and a line chart for penetration, contrasting the CEO's 2015 awareness with the subsequent market decline.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
56
Uses a comparison table structure to contrast specific strategic initiatives with their associated failures/risks.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
59
Uses a stacked bar chart to visualize the 'over-the-top' compensation increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
63
Uses a timeline-to-outcome contrast structure to highlight the 'leadership void'.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
66
Uses a timeline to highlight the gap between stated goals and actions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
74
The slide uses a stacked bar chart to compare peer median compensation against Bob Iger's compensation before and after amendments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
75
Uses a 'before-after' style contrast table to frame management's responses as evasive.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
83
Uses a contrast-pairs framework to highlight hypocrisy in board selection criteria.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
96
Uses a timeline-like structure to show goal evolution followed by two sections of critical analysis.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
97
Uses a stacked bar chart to categorize cost savings and metrics to highlight the negative impact of current strategies.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
99
The slide uses a quote from Netflix's Q4 2023 Letter to Shareholders to validate the margin expansion data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
100
Includes a waterfall chart illustrating the margin bridge.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
106
Uses a combination of press clippings and a bar chart to frame Disney's studio performance as a 'black box' of declining profitability.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
112
Includes a waterfall-style chart showing historical FCF and the uncertainty of future years.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
132
The slide uses a 'Since Trian Resurfaced' period to highlight a recent positive trend while showing long-term underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
12
Uses a quote from the CFO to highlight the contradiction between cost-cutting claims and rising personnel costs.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit