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Matching slides 110,355
Current window 77,551-77,580
Pages 3,679
Rows per page 30
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77,551-77,580 of 110,355

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16
The slide argues that Merk's business model is overly dependent on the ASA fund, creating a conflict of interest.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
19
Uses a historical precedent to warn shareholders of the consequences of maintaining the status quo.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
25
The slide uses a list-based framework to present a menu of potential strategic actions.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses a table to highlight the misalignment between the board's compensation (AUM-based) and Saba's (share price-based).Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
28
Includes two press release snippets as evidence of the strategic shift.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor Loop · Before After1 hit
31
The chart uses a red/green fill to highlight periods of discount vs premium relative to a baseline.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
32
The chart shows a clear shift in the discount trend following the deal announcement.Saba Capital Management | Activist Presentation Deck | 33 slides · Saba Capital
Activist deck Activist investor 1 hit
13
Includes quarterly breakdown for P&L items and year-over-year growth/margin comparisons.Sisecam Resources | Results Presentation Deck | 24 slides · Şişecam
Conference presentation Investor relations Beat · Financials1 hit
06
Includes a performance chart comparing TSR before and after Trian's involvement.Trian Partners | Activist Presentation Deck | 133 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
02
Uses a two-column table to contrast corporate claims with activist rebuttal.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Monster (Disney's challenges)Loop · Tale Two Worlds1 hit
03
Uses a two-column table to directly refute management's narrative.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Monster (Disney's challenges)Loop · Tale Two Worlds1 hit
04
The slide uses a direct comparison table to frame Disney's narrative as self-contradictory or insufficient.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Monster (Disney's challenges)Loop · Tale Two Worlds1 hit
05
Uses a two-column table to frame the activist's rebuttal against management's narrative.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Monster (Disney's challenges)Loop · Tale Two Worlds1 hit
06
The slide uses a table format to directly refute specific management claims with counter-arguments regarding accounting definitions and cost of capital.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Monster (Disney's challenges)Loop · Tale Two Worlds1 hit
07
The slide uses a two-column table to contrast corporate messaging with activist skepticism.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Call (Trian's involvement)1 hit
09
The slide uses a direct 'Claim vs. Response' format to undermine management's narrative.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Call (Trian's involvement)1 hit
10
The slide uses a side-by-side comparison to undermine management's narrative on streaming performance.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Call (Trian's involvement)1 hit
11
Part of the 'Restore the Magic' activist deck by Trian Partners.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
12
The slide uses a direct 'Claim vs. Response' format to undermine Disney's narrative on streaming profitability and sports strategy.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
13
Uses a two-column table to systematically dismantle Disney's peer group selection and performance metrics.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
15
Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)Loop · Cost Of Inaction1 hit
16
Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
17
The slide uses a two-column table to juxtapose specific quotes from Disney against Trian's counter-arguments.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
18
The slide uses a direct 'Claim vs. Response' structure to preemptively address and dismantle arguments against a nominee.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
19
The slide uses a direct comparison table to refute specific management claims.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Struggle (Trian's efforts)1 hit
22
Trian Partners | Activist Presentation Deck | 30 slidesTrian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
23
The slide uses a direct 'Claim vs. Response' structure to neutralize negative characterizations.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
25
The slide uses a direct comparison table to refute specific claims made by the target company.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
27
The slide uses a side-by-side comparison to directly address and dismiss specific allegations made by Disney.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit
29
The slide uses a direct comparison table to frame Disney's claims as misleading or insufficient.Trian Partners | Activist Presentation Deck | 30 slides · Trian Partners
Activist deck Activist investor Beat · The Victory (desired outcome)1 hit