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6,991-7,020 of 10,645
16
The slide uses an external expert opinion to preemptively address tax-related concerns regarding a proposed spin-off.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
16
Includes a specific quote from Hillshire Brands CFO to support the M&A thesis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
08
The slide uses a quote to build credibility by showing alignment between the activist's views and internal perspectives.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
09
The slide uses red text to emphasize specific criticisms within the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
10
The slide uses a quote to build credibility and social proof for the activist's position.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
11
The slide uses a quote to validate the activist's thesis by citing external insider sentiment.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
13
The slide uses a high-contrast, tinted photo of a female executive (likely Sally Smith, former CEO) to frame the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
18
The slide is designed to be contrasted with poor performance metrics in subsequent slides.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a quote to frame management as out of touch with investor priorities.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses red text to emphasize the core complaints within the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a direct quote to highlight a perceived management failure.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
32
The slide uses a quote from the COO to emphasize the importance of the guest experience, contrasting it with the poor performance shown in the chart.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
42
The quote is used to preemptively rebut a strategic proposal by citing internal leadership skepticism.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
44
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
The slide uses red underlining to emphasize the core argument of the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
47
The slide uses red text to highlight negative sentiment and specific complaints about corporate management.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
19
Uses red text to emphasize critical data points and concerns within the quotes.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Uses a quote-based structure to frame the board's inaction as a failure of governance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 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
48
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses red text to highlight key phrases within the quote.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
The slide uses a metaphor of a toolbox to represent organizational capabilities.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
19
Includes a watermark 'www.10XEBITDA.com' in the center.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
08
The slide uses a timeline to visualize high CEO turnover and links specific board members to compensation committee failures.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
32
The slide uses a contrast-pair structure to highlight the gap between shareholder suggestions and board inaction, followed by a breakdown of the 'Rights Plan' mechanics.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
03
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)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