slides · global inventory
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Matching slides 78,129
Current window 1,771-1,800
Pages 2,605
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1,771-1,800 of 78,129
79
Part of a larger Lazard deck; includes CAGR calculations for subscribers, revenue, and affiliate fees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
90
The slide uses historical performance data to critique a past divestiture decision by TWX.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
115
The slide uses four bar charts to contrast revenue and OIBDA growth for film and television segments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
184
The slide uses four pie charts to illustrate the shift in revenue and OIBDA contribution from Video to High-Speed Data and Telephony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
10
The slide uses stacked bar charts to show TSR performance, including a specific adjustment for CDK spin-off reinvestment.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof4 hits
53
The slide uses a 'villain critique' framing to undermine the credibility of an activist investor by highlighting past failures.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction4 hits
72
The slide uses indexed growth charts to compare performance across specific business lines.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 4 hits
07
The slide uses a causal chain logic to link operational metrics to valuation compression.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 4 hits
08
The slide uses indexed charts to show that corporate costs are outpacing revenue growth, suggesting operational inefficiency.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath4 hits
01
The slide uses a series of bar charts to demonstrate TSR underperformance across multiple time horizons (1Y, 3Y, 5Y, and since IPO).US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
11
Uses a before-after comparison style to highlight performance misses.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Expose Contradiction4 hits
16
Uses a 4-part comparative structure to debunk specific management claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)4 hits
07
The slide uses a consistent 'underperformance' delta calculation across multiple time horizons to build a narrative of long-term failure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter4 hits
10
The slide highlights financial performance trends including the impact of the Brinks acquisition.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction4 hits
23
The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction4 hits
54
The slide uses a 4-column layout to present survey findings, combining verbatim investor feedback with pie charts and gauge charts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution4 hits
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication4 hits
21
The slide uses a combination of a time-series line chart and three bar charts to demonstrate the divergence between market valuation and fundamental business performance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown4 hits
22
Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown4 hits
39
The slide uses four bar charts to demonstrate valuation gaps.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap4 hits
11
The slide uses a consistent color scheme where CN is highlighted in yellow/orange to distinguish it from peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate4 hits
08
The slide uses delta annotations to quantify the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
13
Uses red delta annotations to highlight the performance gap between Disney and its benchmarks.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate4 hits
16
Uses a 'before-after' or 'cause-effect' style comparison to highlight misalignment in executive compensation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In4 hits
28
The slide highlights PepsiCo's consistent underperformance relative to its peer group across all measured timeframes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction4 hits
42
The slide uses a series of bar charts to demonstrate consistent outperformance of spin-offs over the S&P 500.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet4 hits
17
The slide uses pie charts to contrast the high reliance on stock for M&A in the broader market and sector versus the near-total reliance on cash for Rio Tinto.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)4 hits
29
The slide uses a vertical red dashed line to mark the departure of Jim Vena as a causal event for the subsequent performance degradation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 4 hits
40
Includes a comparative bar chart of cost structures and three trend charts for trucking headwinds.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Mece Breakdown4 hits
41
The slide uses four charts to establish a narrative of under-investment and the necessity for a catch-up phase.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 4 hits