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Matching slides 96,741
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9,091-9,120 of 96,741
39
The slide uses a red dashed line to represent the target and a red arrow to visualize the 'ROE Gap'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
54
The chart uses an indexed baseline (3Q11=100%) to compare growth rates across four financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
88
The slide uses a visual contrast between 'Legacy BK Markets' and 'Future Growth Markets' to highlight the company's under-ambitious targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After2 hits
109
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
14
The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
44
The slide uses a bridge-style annotation to link specific financial line items to the qualitative drivers of value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
09
The slide uses a 'Why give Board another opportunity to fail?' rhetorical question as a closing hook.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure2 hits
15
The slide uses red dashed boxes to highlight specific misses and the cumulative failure to meet guidance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction2 hits
17
Uses a direct quote from an earnings call to expose management's lack of progress.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction2 hits
24
The slide uses a 'A' icon as a bullet point, likely representing the activist firm's branding.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds2 hits
03
The slide establishes credibility by highlighting the firm's ownership stake and past portfolio companies.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor 2 hits
12
The slide uses a 'villain' framing technique to characterize the board's governance actions as hostile to shareholder interests.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath2 hits
25
Uses red 'X' icons to emphasize failures in governance process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
42
Uses a comparison frame to highlight operational inefficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
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 Contradiction2 hits
54
Uses a contrast-pairs framework to highlight the strategic misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
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 Contradiction2 hits
76
The slide uses a timeline to contrast Disney's claims of 'meaningful interactions' with the reality of brief, non-substantive contact.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
108
The chart uses a smoothed line (spline) to represent yield trends over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
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 2 hits
129
This is a standard proxy solicitation closing slide.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
17
The table includes a footnote referencing a 2006 Goldman Sachs report for historical context.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
20
Includes a specific callout regarding a 2006 Goldman Sachs valuation of the Kukui'ula project.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
49
The slide uses a callout to link the 'Land and housing inventory' line item in the balance sheet to the pie chart breakdown.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
05
This slide outlines the core argument for why the company is undervalued due to poor capital management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification2 hits
14
The slide uses a financial buildup to expose a gap between actual performance and stated corporate goals.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After2 hits