Matching slides 60,568
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21,601-21,630 of 60,568

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The slide argues that the market miscategorizes Bob Evans as a restaurant company despite the significant contribution of the BEF Foods segment.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
13
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
17
Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
The slide uses a hierarchical table structure to categorize 111,100 total units.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The matrix uses arrows to visually anchor 'Current Price', 'Base Case', and 'Intrinsic Case' within the grid.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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 1 hit
14
The slide uses a table to contrast director attributes, specifically highlighting the lack of 'Real Estate' experience across the board.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
15
The slide uses a table to illustrate the disconnect between executive pay components and shareholder-aligned metrics.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
11
The slide uses a visual 'gap' analysis between a rising peer index and a falling company stock price.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
13
The slide uses a table-like layout to illustrate the operational scale of five distinct business units.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
18
The slide uses a matrix to segment business units by investor appeal (Income vs Growth/Turnaround) and geography.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
20
The slide uses a comparison table to contrast operational and financial benefits of the proposed model.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
28
The slide uses a Q&A format to preemptively address market skepticism regarding valuation comparables.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
29
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
30
The slide uses a two-column table format to address specific investor/stakeholder questions regarding the Greyhound asset.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
31
The slide uses a Q&A format to preemptively address investor concerns about the urgency of the activist's proposal.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
32
The slide uses a Q&A table format to frame the activist's proposal as a logical evolution of the company's previous actions.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
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FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
34
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
36
Includes detailed footnotes explaining valuation assumptions and methodology.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
38
The table provides a multi-year financial bridge from EBITDA to FCF.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
49
The slide uses a waterfall-style logic to calculate the cost of debt repayment and associated leakage.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
09
The slide uses a red color for 'Discontinued' to emphasize failure.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The slide uses a peer comparison to demonstrate undervaluation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit