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ValueAct Capital | Activist Presentation Deck | 75 slidesValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
08
The slide highlights a collaborative approach to stewardship, contrasting high engagement (board seats) with low adversarial activity (proxy contests).ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
09
The slide uses a timeline to demonstrate a pattern of ignored shareholder feedback.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
11
The slide uses a callout box to pivot from the board's refusal to a direct call for shareholder action.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
19
The slide uses a classic 'expose contradiction' structure by contrasting capital allocation with internal ROIC expectations.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
28
The chart uses color coding to distinguish between conglomerates (grey) and focused retail/QSR peers (teal), with Seven & i Holdings highlighted in purple.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
29
The slide argues for a divestiture to unlock value and allow management focus on 7-Eleven.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
30
The chart uses a waterfall-style bridge to show how different segments contribute to the total EBITDA, highlighting the drag of non-food retail.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
32
The slide uses a stacked bar chart to visualize the 14bn yen in synergies and a callout to explain why standalone scale is sufficient.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
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Uses a bar chart to contrast group company performance against industry peers.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
34
The slide uses a peer benchmark to argue for operational improvements in the US 7-Eleven business.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
35
The chart uses bubble size to represent system sales; the regression line suggests 7-Eleven is an outlier in headcount efficiency.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
37
The slide uses a 'White Space' framing to argue for international growth, contrasting the current 16 markets with the 80-100+ markets of competitors.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
43
Uses a timeline to highlight the contradiction between corporate ownership and blame deflection.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
45
Uses a quote from Financial Times to validate the critique of the Speedway acquisition.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
46
Uses a quote to frame the company's internal state as a 'mess' due to communication gaps.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
47
Uses screenshots of OpenWork reviews and a Diamond Online article to substantiate claims of internal strife.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
49
Uses an org chart to illustrate excessive complexity and a quote to provide academic backing for the 'diversification discount' thesis.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
50
Uses a traffic light system (green/yellow/red) to evaluate disclosure quality across different industries.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
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Uses a comparative structure to show the failure of two specific partnerships.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
52
Uses a timeline to show the rapid failure of 7Pay and a pull-quote box to highlight the governance critique.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
53
Uses a stacked bar chart to visualize board composition and a checklist format for governance criteria.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
54
The table is partially obscured by a grey box, likely a redaction or layout artifact.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
55
The chart uses a binary 'Yes/No' classification for skill possession among directors.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
62
Uses METI guidelines as an authoritative precedent to critique board governance.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
63
The slide uses a callout box to pivot from the board's refusal to a direct question about shareholder intervention.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
68
The slide contrasts high-volume collaborative metrics (104 investments, 53 seats) with low-volume adversarial metrics (6 letters, 1 contest) to frame the firm as a constructive partner.ValueAct Capital | Activist Presentation Deck | 75 slides · ValueAct Capital
Activist deck Activist investor 1 hit
06
The slide highlights the digital account's feature set and a 67% completion metric alongside a user count.XP Inc | Results Presentation Deck | 24 slides · XP Inc.
Conference presentation Investor relations Beat · Rising Success1 hit
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XP Inc | Results Presentation Deck | 24 slidesXP Inc | Results Presentation Deck | 24 slides · XP Inc.
Conference presentation Investor relations 1 hit
05
The slide uses a two-sided platform model to illustrate the value proposition for both sides of the marketplace.Yelp | Investor Presentation Deck | 39 slides · Yelp
Conference presentation Investor relations 1 hit