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Matching slides 110,539
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Pages 3,685
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2,521-2,550 of 110,539
54
Uses a Glass Lewis quote as an authority citation to bolster the argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 6 hits
208
Uses a 'Problem vs Solution' split-column layout.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 6 hits
215
The slide uses a 'problem-solution' split layout.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 6 hits
251
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 6 hits
236
Part of a larger financial strategy chapter; justifies the choice of an investment-grade rating over a more aggressive, non-investment-grade capital structure.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 6 hits
45
The slide uses a side-by-side layout to frame the opposition as unqualified while highlighting the incumbent board's strengths.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction6 hits
20
Uses a list of red-flagged governance and management issues to build a case against the board's decision-making.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution6 hits
06
The slide uses a bulleted list to outline the activist thesis, citing specific performance metrics and the proposed solution of an Independent Slate.Campbell Soup Company (CPB) · Third Point
Activist deck Activist investor 6 hits
47
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle6 hits
25
The slide uses a series of 'X' icons to emphasize the failure of the Board to engage.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution6 hits
04
The slide uses a grid layout to list six categories of professional advisors engaged by the activist.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Problem Identification6 hits
04
The slide outlines the methodology of engaging various expert firms (consulting, legal, tax, financial) to support the valuation and strategic planning process.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Situation & Context6 hits
35
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 6 hits
108
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 6 hits
127
Uses 'X' marks to denote failure to meet 'Best Practice' standards.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 6 hits
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)6 hits
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 Circle6 hits
15
The slide outlines a specific financial framework for capital allocation, including leverage targets and growth expectations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter6 hits
25
Uses red 'X' icons to emphasize failures in governance process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction6 hits
09
This is a page from a shareholder letter (activist investor campaign).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain6 hits
14
Uses a classic 'Claim vs. Reality' structure to frame the board's offer as disingenuous.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 6 hits
13
The slide outlines a specific financial target of $70 per share as a result of the proposed JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain6 hits
18
The slide uses a 'villain' framing by focusing on the lack of independence and the consolidation of power under Richard Hill.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 6 hits
66
Uses rhetorical questioning to highlight potential cronyism.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 6 hits
15
This slide serves as an executive summary of an activist investor's (Trian) perspective on Danone.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor 6 hits
08
The slide outlines specific financial goals (margins, cash deployment) and governance changes to justify management's strategic direction.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 6 hits
33
The slide uses a 'breakup-spinoff' framework to justify the potential value of a PepsiCo spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds6 hits
06
Uses a quote from the CEO to set up a 'The Company's Spin' vs 'The Reality' contrast.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction6 hits
04
The slide outlines the activist thesis: identifying underperformance due to poor capital allocation and operational inefficiency, followed by a list of corrective actions.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 6 hits
91
Uses a variation of the BCG Growth-Share Matrix logic (Re-invest, Milk, Kill) applied to corporate strategy.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 6 hits