slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 41,127
Current window 17,341-17,370
Pages 1,371
Rows per page 30
Component
17,341-17,370 of 41,127
02
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
17
The chart includes an annotation explaining a sharp drop in the ratio due to the consolidation of investment management funds.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
21
The slide uses a valuation buildup approach to justify a specific per-share value increase based on interest rate sensitivity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
152
The table calculates pro-forma (PF) cash net income and EPS by adjusting for OpEx savings, restructuring costs, and share repurchases.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
46
Includes a disclaimer regarding past performance and a source citation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
47
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
48
Includes a testimonial from the CEO of Wendy's.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
49
Includes a disclaimer regarding past performance and specific financial definitions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
55
Includes a table of key financial metrics and a bar chart comparing shareholder returns against peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
57
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
58
The slide uses a combination of bar charts and a waterfall-style bridge to illustrate performance metrics and valuation uplift.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
63
The table tracks stock change in both absolute dollar terms and percentage, comparing DuPont against the S&P 500 benchmark.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
02
Dillard's, Inc. (DDS)Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
02
Epiq Systems, Inc. (EPIQ)Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor 1 hit
04
The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrative.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
09
Includes performance metrics for Wendy's vs P&G and S&P 500.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Iceberg1 hit
10
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Disclaimer1 hit
02
Standard legal boilerplate and supporting citations for claims made in the deck.The Walt Disney Company (DIS) · Nelson Peltz
Shareholder letter Activist investor 1 hit
01
Includes call to action to vote using the blue proxy card.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
03
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
33
The slide uses a two-column layout: left side for qualitative arguments (asset quality, growth prospects) and right side for quantitative evidence (bar charts).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
86
The slide uses a grid of four quotes to establish credibility and counter potential 'activist' narratives of being difficult or disruptive.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
87
The slide uses a grid of quotes to build credibility for the nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
125
Uses a side-by-side comparison format to directly refute specific shareholder communications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
04
Standard legal boilerplate and source citations for a shareholder activist presentation.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Trian Partners
Shareholder letter Activist investor Beat · Desire1 hit
02
Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit