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Matching slides 96,741
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9,121-9,150 of 96,741
06
The chart uses volume (pounds) rather than revenue, which is a key distinction for sales mix analysis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
06
The map highlights the concentration of restaurants in the Midwest and Eastern US.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 2 hits
06
The slide uses a map to visualize market density and a bar chart to demonstrate the company's dominant unit count relative to the top 10 operators.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
25
Uses a dual-axis chart (line for share price, bar for CEO comp) combined with a data table showing EPS guidance vs actuals and incentive structures.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
27
Uses red dashed boxes to highlight the reporting change and the resulting lack of transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
31
Uses red dashed boxes to highlight specific periods of concern (strategic review/candidacy and sale failure/share sales).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 2 hits
39
Uses a table to detail share transactions and a rhetorical question at the bottom to drive the activist narrative.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 2 hits
43
The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle2 hits
34
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 2 hits
47
The slide argues that the reduction in debt and pension liabilities outweighs the reduction in EBITDA and interest expense.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
12
The slide uses a 'cohesive team' framing to link individual bios to a set of five strategic capabilities.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 2 hits
15
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 2 hits
05
The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem2 hits
26
Uses a 'Board is mistaken' framing to directly challenge management's stated incentive philosophy.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
30
The charts demonstrate a consistent alpha generation for buyback strategies across multiple time horizons.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication2 hits
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
26
The chart uses a waterfall-like distribution of market yields to demonstrate valuation upside for OUTR.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach2 hits
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 2 hits
09
Uses a timeline-style layout to show recurring broken promises.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is weak.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
12
The slide uses a timeline framework to build a case of bad faith against the company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
03
Includes a specific valuation target of $41-$48 per share.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain2 hits
06
The slide uses annotations to link specific corporate actions (acquisitions, splits, spin-offs) to the divergence in stock performance.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain2 hits
08
Includes a line chart showing stock performance and a table summarizing absolute price performance over 1, 2, and 3 years.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain2 hits
12
Uses a scatter plot to contrast SE CEO pay against peers, with annotations highlighting the contradiction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 2 hits
06
The slide uses a 'problem-solution' structure to critique current MLP management and propose an 'All-In' dropdown strategy.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits