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The slide serves as a corporate profile and track record summary.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & Context2 hits
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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 Chain2 hits
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Slide 1
This is an activist investor letter from Ancora to Forward Air shareholders.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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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 In2 hits
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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 In2 hits
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The slide uses data to argue that the company's acquisition strategy has been detrimental to core operating performance.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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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 Inaction2 hits
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The slide uses historical data to contrast past performance with current performance, implying a decline in the latter.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Analogy2 hits
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Slide 1
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor 2 hits
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Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)2 hits
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The chart highlights significant underperformance of EDGW compared to major indices, particularly since the appointment of the CEO in 2002.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
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Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
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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 Hunter2 hits
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Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
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Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Action2 hits
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Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence2 hits
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Uses a combination of a pull-quote and news clippings to build a narrative of corporate mismanagement.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Villain Critique2 hits
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The slide uses a grouped bar chart to highlight the gap between management's optimistic projections and more conservative market expectations/actuals.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Expose Contradiction2 hits
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The slide uses a comparison of three data sources across three years to highlight a discrepancy in capital expenditure forecasting.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 2 hits
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The slide outlines the deal structure, including enterprise value, equity dilution, and leverage metrics.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & Complication2 hits
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TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
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TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · DesireLoop · Cost Of Inaction2 hits
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 2 hits
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The chart uses a vertical dashed line to mark the event date and callout boxes to highlight specific price points.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Struggle2 hits
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Struggle2 hits
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The chart uses negative percentages to illustrate underperformance relative to benchmarks.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter2 hits
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Uses a line chart with callout boxes to correlate specific management/board actions with stock price drops.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter2 hits
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Victory2 hits
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 2 hits