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Matching slides 110,471
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Pages 3,683
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19,711-19,740 of 110,471
21
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 3 hits
03
The slide outlines a two-step activist plan: real estate separation and board/governance overhaul.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem3 hits
13
The slide uses a comparison table to highlight governance deficiencies at BKD compared to peers like HCP, HCA, and MAR.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 3 hits
54
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction3 hits
55
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction3 hits
16
The slide uses a three-column layout to present a timeline of strategic events.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
07
The slide outlines a three-step restructuring plan (spin-off, divestiture, balance sheet strengthening) and categorizes the expected benefits.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 3 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 Chain3 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)3 hits
48
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
08
Uses specific valuation math (8.3x EBITDA multiple) to illustrate shareholder value impact.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
09
Uses a contrast-pairs framework to highlight the incumbent board's failures versus the proposed board's potential.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
14
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 3 hits
15
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 3 hits
16
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 3 hits
18
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 3 hits
19
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 3 hits
20
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 3 hits
23
This is an activist investor slide from Corvex Management regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
16
This is a classic activist investor 'thesis' slide identifying the gap between market price and intrinsic value.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication3 hits
23
The slide uses a clear, directive tone typical of activist investor presentations.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach3 hits
28
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach3 hits
30
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Action3 hits
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 3 hits
20
Includes stock performance charts and bulleted lists of accomplishments for each company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 3 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 Bet3 hits
03
Includes a specific valuation target of $41-$48 per share.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain3 hits
06
Uses CEO quotes from quarterly conference calls to build a case against the current valuation/sale process.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal3 hits
06
The slide uses a 'problem-solution' structure to critique current MLP management and propose an 'All-In' dropdown strategy.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain3 hits
04
The slide uses academic citations to establish a baseline of historical corporate governance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds3 hits