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Matching slides 110,471
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9,691-9,720 of 110,471
14
Uses a list-based structure to contrast specific governance failures with a supporting analyst quote.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal4 hits
21
The slide uses a list-based critique structure to highlight specific failures in cost management, controls, and structural accountability.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution4 hits
106
The slide uses a 2x2 grid layout to categorize strategic initiatives.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 4 hits
03
The slide outlines the core investment thesis for Sandell Asset Management regarding Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context4 hits
15
The slide uses a table to highlight negative comp store sales as evidence of poor management.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
16
Includes a specific quote from Hillshire Brands CFO to support the M&A thesis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
18
The slide uses external citations (Ruby Tuesday, CL King, Stephens Inc., 10-K) to validate the $722.9M valuation estimate.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
07
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction4 hits
50
This is a classic activist investor 'villain' slide, framing the incumbent management as incompetent and unresponsive.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction4 hits
04
The slide uses a standard activist investment thesis structure: problem identification followed by a strategic roadmap.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 4 hits
14
The slide outlines a classic activist investor playbook for operational and financial restructuring.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 4 hits
05
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Ordinary World4 hits
07
The slide uses a list-based structure to present arguments against the incumbent board and for the activist's proposed strategy.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure4 hits
45
This slide is a defensive argument against potential concerns regarding pension liabilities in a corporate restructuring.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
13
The slide outlines a governance structure including a new Compliance & Quality Committee.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 4 hits
17
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 4 hits
21
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 4 hits
13
Uses a stock chart annotated with specific timestamps of the CFO laughing during a market sell-off.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate4 hits
21
Uses a contradiction between internal compensation metrics and external shareholder communication to critique board governance.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate4 hits
32
The slide uses a contrast-pair structure to highlight the gap between shareholder suggestions and board inaction, followed by a breakdown of the 'Rights Plan' mechanics.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate4 hits
42
The slide outlines a governance structure including a new Compliance & Quality Committee.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution4 hits
51
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution4 hits
44
The slide uses direct quotes from ADT's own investor presentations to build credibility.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath4 hits
08
The slide uses a bulleted list structure to frame the investment thesis and the specific problems with current management strategy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter4 hits
05
Includes a pie chart breakdown of PV-10 value by asset.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 4 hits
09
The slide uses a peer group of 'Variable Dividend MLPs' to establish a valuation benchmark for TPCG.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction4 hits
04
Uses a pie chart to illustrate the sum-of-the-parts valuation breakdown.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)4 hits
12
The slide uses a sum-of-the-parts valuation approach to justify a specific share price target.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle4 hits
11
Includes a direct quote from a Xerox director (Charles Prince) to support the claim of deceit.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence4 hits
44
Page number 44 included in bottom right.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor 4 hits