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Matching slides 60,568
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21,631-21,660 of 60,568
12
The slide uses a 'villain' framing for Netflix, contrasting it against the 'Studios' (Disney, WBD, NBCU, Paramount).The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
03
Uses a comparison table structure to clarify voting thresholds and timelines for two different shareholder actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
Uses a simple additive visual structure to show the components of the deal value.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
Uses a contrast-pairs framework to highlight the deficiencies of the incumbent board against the proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
16
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
17
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
18
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
20
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
06
Uses a starburst graphic to emphasize the low return of HMA.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
09
The slide uses a red 'X' to denote missed guidance and a dash for achieved/exceeded, culminating in a summary row showing the total number of misses.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
10
The slide uses a comparison frame to highlight HMA's operational underperformance relative to peers.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
11
The slide uses a 'villain' framing to attack the CFO's credibility.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
15
Uses a combination of a peer comparison table and a line chart to demonstrate financial mismanagement.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
12
The table compares three financial scenarios (Base, Upside, Downside) across various metrics including Target Price, EBITDA, Debt, and P/E ratios.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
13
The slide argues that ADT's cash flow profile is similar to REITs and should be valued using AFFO multiples.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide compares two methodologies for calculating free cash flow: one excluding price increases (AFFO) and one including them (bond methodology).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
20
The slide uses a red dashed box to highlight the specific SG&A metrics being compared across companies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between coupon rates and current market yields to support the argument for debt-equity optimization.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
26
The table includes specific company data, sector averages (Cable/Satellite, Telco, REIT, Utilities, Staples), and summary statistics (Mean, Median).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
29
The table demonstrates the sensitivity of share price to Net Debt/EBITDA ratios, illustrating the 'equity shrink' effect.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
27
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
32
The slide uses a chronological list of quotes to demonstrate a pattern of broken promises.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Action1 hit
06
The slide uses negative percentages in parentheses to denote underperformance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
18
The slide uses a comparison matrix structure to validate the nominees' qualifications for the board.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
08
The slide uses a table to map business attributes (Pricing Power, Industry Structure, Barriers to Entry) to specific company examples.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 · SolutionLoop · Tale Two Worlds1 hit
24
The table shows high concentration of revenue/profit in core business segments for Motorola Solutions, Adobe, and Moody's.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 · Team1 hit
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.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 · Team1 hit
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.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 · Team1 hit