slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 15,721-15,750
Pages 2,605
Rows per page 30
Component
15,721-15,750 of 78,129
66
The slide uses a negative framing to critique the company's capital allocation strategy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
73
Uses a side-by-side waterfall chart comparison to highlight a performance gap.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
77
Uses red boxes to highlight specific companies (JPM, BK) and red text to emphasize 'real' expenses being excluded from margins.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
96
The slide uses a comparison between internal historical data and an external benchmark to justify a reduction initiative.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After2 hits
101
The slide uses two charts to demonstrate market dominance by top players and the profitability of specific investment strategies.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
07
Uses a before-after-framing style to highlight market misperception.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test2 hits
09
The slide uses two pie charts to illustrate the shift in product sales mix over a four-year period.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 2 hits
04
Includes two pie charts detailing product mix and operating model.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem2 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
26
Uses a comparison frame to expose operational gaps in COGS and Labor costs.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
33
The slide highlights the target company (On The Border) in yellow within the bar charts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
06
The slide uses a callout box to highlight specific negative catalysts on 10/28/15.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
30
The slide uses a dual-axis style visualization (bar for mix, line for margin) to highlight the correlation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
39
The slide highlights a misalignment between management incentives and shareholder value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
16
The chart uses a dual-axis approach to overlay store count (bars) with ROIC and margin percentages (lines).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction2 hits
18
The slide uses a dual-axis combo chart (bar + line) to demonstrate that costs are outpacing revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction2 hits
21
Uses a combination of bar charts to contrast capital deployment with negative financial performance outcomes.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
22
The slide uses two bar charts to demonstrate that the company has been cash-rich and cash-generative for over a decade, implying capital mismanagement.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
28
The slide uses a before-and-after comparison to demonstrate how accounting practices mask declining retail performance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
42
The slide uses a dual-chart layout to correlate store expansion with margin erosion. It includes estimates for FY2016 and FY2017 post-consolidation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
14
The slide uses dual-axis charts (bar for revenue, line for EBITDA margin) to compare two peers over time.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
16
Uses a dual-period bar-line chart to illustrate performance decline.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
17
Uses a before-after framing to contrast performance periods.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
19
Includes a line chart of Laidlaw EV/EBITDA and a table of Laidlaw revenue mix.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
36
Includes detailed footnotes explaining valuation assumptions and methodology.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
18
The chart uses a combination of a line chart for stock price and a bar chart for cumulative repurchases to demonstrate poor capital allocation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication2 hits
07
Uses a before-after comparison of stacked bar charts to expose data manipulation.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
14
The slide uses historical trend data to argue for operational efficiency improvements.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits