Matching slides 60,568
Current window 21,961-21,990
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all

Component

21,961-21,990 of 60,568

filter-aware
08
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
11
The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
12
Includes a table of proforma valuation metrics and a line chart comparing historical NTM EBITDA multiples.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
13
The chart uses a waterfall bridge to illustrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
14
The table highlights a central range of EBITDA ($4,450-$4,500) and EBITDA multiples (11.0x-11.5x).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
The slide includes a narrative analysis of the acquisition's impact and a subsequent paragraph critiquing the core Expedited LTL business performance relative to peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
The slide highlights Forward Air's underperformance relative to peers in both operating ratio and EBIT per ton metrics.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
04
The slide highlights a negative delta in cost vs. pricing for Forward Air compared to positive deltas for peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
05
The slide uses a comparison table to argue that Forward Air's revenue growth is not translating into earnings growth compared to industry peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
The slide uses a table to highlight a specific discrepancy in financial performance metrics to critique management's operational efficiency.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a table to contrast historical earnings release times with the 4Q20 release time to highlight an anomaly.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a structured table format to compare candidates across experience and benefits.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
13
The slide argues that Edgewater's underperformance is significant and that the company's own peer group selection is biased.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
17
The slide uses a 'Value Creation (Destruction)' calculation to highlight negative returns.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
18
The slide uses a comparison table to highlight performance gaps between Edgewater and its peers.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
23
The slide uses a 'villain' framing to criticize executive pay relative to company earnings.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
26
The slide uses a table to highlight the lack of 'skin in the game' for legacy directors.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
35
The slide serves as a reference list for peer group identification.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Action1 hit
07
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
09
The slide uses a competency matrix to validate the management team's fit for the post-merger entity.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · EvidenceLoop · Aha Moment1 hit
10
Includes a matrix showing skill alignment for six board members.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
11
The table includes both announced cost synergies and potential revenue/growth opportunities.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
12
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
23
The slide uses a combination of a data table and a dual-axis line chart to show the correlation between Luxor's increasing RBA stake and their increasing short position in IAA.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
27
This is a screenshot of a website landing page, not a traditional slide deck page.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
28
This is a webpage screenshot acting as an appendix slide.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
04
Includes a comparison table of pre-deal vs proforma financials and a map illustrating the 'grounding an airline freight move' concept.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 1 hit
19
Uses a quote-contradiction framework to undermine the CEO's credibility.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
25
Uses CEO quotes to highlight the gap between management's acquisition thesis and actual financial performance.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Cost Of Inaction1 hit
27
Uses red boxes to highlight low approval ratings and green boxes to highlight high approval ratings.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Cost Of Inaction1 hit