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Matching slides 10,645
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2,341-2,370 of 10,645
10
Uses a process-style list on the left to frame the broader activist agenda, with specific focus on 'Cost Management'.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal2 hits
11
The slide uses a vertical list of thematic areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the proposed improvements.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal2 hits
13
The slide uses a process-style list on the left to highlight the specific area of critique (Conglomerate Structure).Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal2 hits
58
The slide uses a waterfall chart for the 2011-2014 roadmap and a table to compare CAGR metrics across three time periods to highlight the lack of strategic change.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
62
Uses a comparison of two different reporting methods to expose management's opportunistic data presentation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
99
The slide uses a book cover image as a visual anchor for the authority citation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
12
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle2 hits
14
The slide uses external media citations to validate the thesis of industry consolidation.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle2 hits
17
Uses a before-and-after comparison of CFO quotes to highlight a contradiction in management's stance on real estate value unlocking.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 2 hits
16
Uses external analyst sentiment to validate the activist's thesis regarding management incompetence.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
34
The slide uses a 'villain' framing technique to dismiss management's narrative.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
12
Uses analyst quotes to validate the activist's thesis regarding capital mismanagement.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
42
Uses a contrast-pairs framework to highlight the gap between Southwest and its competitors.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
44
Uses CEO quotes to contrast management optimism with market consensus reality.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
34
Uses executive quotes to expose contradiction in management's previous narrative regarding integration synergies.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster2 hits
20
The slide highlights how contractual supply agreements preserved integration benefits despite management's initial warnings.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
27
Uses a split-screen comparison to juxtapose management claims against operational reality.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
34
Uses historical transcripts to contrast board claims with outcomes.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
37
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution2 hits
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
40
Uses a grid of logos and movie posters to illustrate underperformance, followed by two contrasting quotes to frame the leadership issue.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
65
Uses a combination of a quote from the proxy statement and a critical quote from a governance expert to frame the contradiction.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
70
The slide uses a table-like structure to contrast specific criticisms with the company's actions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
78
Uses a list of negative points to contrast consulting vs. board seats, followed by a 'villain critique' style quote section highlighting personal relationships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution2 hits
107
The slide uses a 'villain critique' approach by juxtaposing management's excuses with competitive data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
109
Uses a red arrow to emphasize the upward trend in sequel production.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
118
Uses a waterfall-style comparison chart to show stock underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
02
The slide uses external media quotes to build credibility and preemptively address the 'disruptive' narrative.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Agitate (Make it worse)2 hits
38
Includes specific callouts for investor day guidance and a potential EPS upside scenario.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits