slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,881-26,910
Pages 10,128
Rows per page 30
Component
26,881-26,910 of 303,834
109
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
125
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
127
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
129
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
134
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
138
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
148
The slide uses the long tenure of the leadership team to imply stagnation or lack of fresh perspective.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
14
The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
30
Red circles highlight the downward trend across multiple categories.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
40
The slide uses a vertical dashed line and a red circle to emphasize the 'turning point' of the stock performance.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
01
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
07
The slide uses a causal chain logic to link operational metrics to valuation compression.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
21
The slide uses a dual-component approach: a line chart for stock performance and a data table for operational metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds2 hits
23
The slide uses a dual-axis chart (bar for store count, line for stock performance) combined with a data table to demonstrate the correlation between refranchising and valuation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds2 hits
30
The slide uses a dual-axis style visualization (bar for mix, line for margin) to highlight the correlation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
31
The slide uses a bar chart to show the historical percentage of takeout sales, highlighting a recent uptick in Q1 2016.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
37
Uses a vertical risk-based hierarchy to categorize strategic options.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
42
The chart highlights a significant delta in EPS growth between the two scenarios by 2021E.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 2 hits
01
Includes logos for Sandell Asset Management and Castlerigg Investments.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor 2 hits
03
The slide serves as the opening thesis for an activist campaign, detailing ownership, valuation gap, and specific demands.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · Problem2 hits
04
The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
05
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction2 hits
07
The slide uses a sum-of-the-parts valuation approach for Rubicon, aggregating equity contributions from TEN and ARBR.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
08
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction2 hits
13
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
09
The slide uses a comparison table to highlight Tronox's unique position (100% chloride process) compared to competitors.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 2 hits