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6,991-7,020 of 13,863
162
The map uses color coding to distinguish between existing TWC systems, acquired Adelphia systems, and Comcast swap systems.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
360
The table uses a visual 'fill' indicator (circles) to represent the degree of alignment with strategic goals.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
53
The slide uses a color-coded dot system to represent performance levels (Gap, Weak, Moderate, Strong) across different evaluation criteria.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
14
The chart illustrates the increasing engagement over time, particularly driven by the expansion of the bundle.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
27
The chart uses color coding to distinguish between specific companies (Vivint, Securitas, Monitronics, Protection 1, ADT) and broader industry sectors (Sector Group Median, Cable, Satellite, and Telecom).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
31
The chart highlights specific companies (ADT, Monitronics) against sector medians.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
32
The chart compares ADT's levered FCF yield against a peer group of cable, satellite, telecom, and other sectors.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
33
The chart highlights ADT and Monitronics specifically within the peer group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
34
The chart uses a 'bond methodology' including pricing add-backs to normalize the yield comparison.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
35
The chart highlights ADT in red and Monitronics in purple, with a specific annotation for ADT regarding growth capex.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
37
The chart uses color coding to distinguish between the specific company (ADT) and the broader sector group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
38
The chart uses color coding to distinguish between specific companies (ADT, Monitronics) and sector groups.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
39
The chart uses color coding to distinguish between sector medians, cable/satellite/telecom, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
40
The chart highlights ADT's performance at different leverage levels compared to cable, satellite, telecom, REITs, utilities, consumer staples, and MLPs.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
41
The chart highlights that ADT is trading at a lower multiple (46.0x) compared to recent precedent transactions (54.1x - 57.1x).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
05
The chart uses a red area fill to emphasize negative performance. The annotation points to a specific date (July 18, 2012) to highlight a 43% decline.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
09
TKR Bearings shows a significant upward trend in EBIT margin, surpassing peers by 2012.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
21
Red oval annotation highlights the 2004 data point for comparison.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
06
The chart highlights the significant underperformance of Viacom compared to CBS and the S&P 500 over the specified period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
The chart uses a dual-line format to contrast the sharp decline of Viacom (-46.9%) against the relatively flat performance of the S&P 500 (-1.2%).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
08
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
32
Uses a thought bubble and a callout box to emphasize the absurdity of the compensation levels.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
70
Uses a red circle annotation to highlight the average price paid for buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
62
The slide uses a red oval to highlight the specific rows (2013-2014) that constitute the 'last 2 years' of buybacks mentioned in the title.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit
63
Uses a quote from Marissa Mayer to contrast with the rising cost trend line.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction1 hit
65
The chart highlights the divergence between the Americas region and the declining EMEA and Asia Pacific regions post-hiring.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
96
The slide categorizes directors into Executive and Non-Executive groups and provides key metrics like age, tenure, and committee assignments.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit