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Matching slides 41,127
Current window 17,371-17,400
Pages 1,371
Rows per page 30
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17,371-17,400 of 41,127

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02
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
Includes a 'No Mitigation' data point for FY12 to contrast with adjusted performance.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Loop · Before After1 hit
02
Brookdale Senior Living Inc. (BKD)Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
02
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor 1 hit
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
26
The slide uses arrows to indicate the direction of improvement (up for performance metrics, down for volatility).Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
02
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Ordinary World1 hit
03
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Ordinary World1 hit
15
The slide uses red dashed boxes to highlight specific misses and the cumulative failure to meet guidance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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)1 hit
37
The slide uses red text for specific experience and performance metrics to emphasize the negative correlation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
02
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
15
Uses a before-and-after comparison of financial performance to argue for structural change.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
21
Includes a detailed 'STB Adjusted Yield Calculation' table to justify the yield premium argument.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The slide uses three line charts to correlate corporate events (Laidlaw acquisition, Rights Issue) with negative financial performance metrics.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The table compares the cost of debt retirement (Total Cash Spent) against the NPV of future interest savings.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
42
The slide uses a 'Why repay bonds?' structure to justify a specific capital allocation strategy.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
43
Includes detailed footnotes regarding methodology and sources for the valuation model.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
56
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
Includes disclosure of 14.4% ownership stake.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
Spectra Energy Corp (SE)Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
TPC Group Inc. (TPCG)TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
TransCanada Corp (TRP)TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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)1 hit
08
The slide uses a structural decomposition to argue for a corporate breakup or restructuring to unlock value.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
02
Includes disclosure of 1.8% ownership stake.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
06
Includes a highlighted section for dividend and total share value.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
09
The slide uses a comparison table to highlight Tronox's unique position (100% chloride process) compared to competitors.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit