slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 21,541-21,570
Pages 2,019
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Component
21,541-21,570 of 60,568
14
The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
Uses a mapping technique to link specific corporate claims to corresponding low-performing consumer metrics.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
Includes a callout box summarizing the per-share value impact and a source note at the bottom.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
21
The slide uses a dual-component approach: a line chart for stock performance and a data table for operational metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
22
Includes a highlighted box (2010-2012) emphasizing the period of 3G Capital's ownership and rapid multiple expansion.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
23
The slide uses a dual-axis chart (bar for store count, line for stock performance) combined with a data table to demonstrate the correlation between refranchising and valuation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
24
The slide uses a 'build-up' approach to adjust the headline return metric down to a more realistic after-tax FCF return.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
25
Includes a quantitative valuation bridge and a qualitative comparison matrix.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
33
Includes a table comparing franchisee acquisitions vs new company-owned stores, and a bar chart showing historical ROE vs Cost of Equity.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
The slide highlights the company's strategy of re-levering and returning capital to shareholders, showing a 210% cumulative payout ratio.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The slide uses a 6x post-royalty EBITDA multiple to calculate the value of the store base.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
The slide uses a checkmark matrix to compare compensation structures. Red dashed boxes highlight gaps in BWLD's current incentive program.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
43
The chart uses a fan-out projection from the current stock price to a range of potential future valuations based on different EBITDA multiples.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
44
The slide uses a bridge-style annotation to link specific financial line items to the qualitative drivers of value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
48
The table includes historical data (2015A) and projections (2016E-2021E) covering store counts, revenue, EBITDA, EBIT, net earnings, EPS, and debt metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
06
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure1 hit
13
The slide uses a red dashed box to highlight the negative variance and a red callout box to pose a rhetorical question to investors.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide uses a 'broken promise' narrative structure to challenge board competence.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 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
25
Uses a dual-axis chart (line for share price, bar for CEO comp) combined with a data table showing EPS guidance vs actuals and incentive structures.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
31
Uses red dashed boxes to highlight specific periods of concern (strategic review/candidacy and sale failure/share sales).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
34
The slide uses a 'Promise vs. Failure' structure to build a case for management incompetence or lack of accountability.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
36
The slide uses a comparison table structure to contrast two directors against specific governance criteria.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 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
38
The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
39
Uses a table to detail share transactions and a rhetorical question at the bottom to drive the activist narrative.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
41
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)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