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Matching slides 118,471
Current window 75,061-75,090
Pages 3,950
Rows per page 30
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75,061-75,090 of 118,471

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08
The slide uses a sum-of-the-parts logic implication by contrasting restaurant multiples with higher packaged food multiples.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
11
This is an activist investor deck slide arguing for a corporate breakup.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
13
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
18
Includes a pro-forma EBITDA and net debt buildup table followed by a 2D sensitivity matrix.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor 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
18
The slide uses a news-style summary to illustrate a collaborative precedent in the media industry.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 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
01
Slide 1
This is a SEC filing exhibit cover page.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
12
The table compares three financial scenarios (Base, Upside, Downside) across various metrics including Target Price, EBITDA, Debt, and P/E ratios.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide compares two methodologies for calculating free cash flow: one excluding price increases (AFFO) and one including them (bond methodology).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
24
The slide uses a flow-chart style diagram to show capital allocation strategy.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 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
30
The slide uses a screenshot of a Bloomberg terminal chart as the primary evidence.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
01
Slide 1
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
01
Slide 1
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
03
Uses red 'X' icons to emphasize negative points.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 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
07
Uses a before-after comparison of stacked bar charts to expose data manipulation.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
08
Uses red 'X' icons as bullet points to emphasize negative findings.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
01
Slide 1
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
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
24
The table shows high concentration of revenue/profit in core business segments for Motorola Solutions, Adobe, and Moody's.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit