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Capital Allocation Framework
Framework collection for the active corpus filters, with each row opening the slide detail view.
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Framework
271-300 of 1,184
12
The slide uses a sidebar navigation element to frame the argument within a broader corporate governance critique.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
07
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
36
The slide uses a process flow leading into a risk-spectrum categorization.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
37
Uses a vertical risk-based hierarchy to categorize strategic options.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
45
The slide outlines a clear activist agenda for operational and financial restructuring.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
21
Uses a combination of bar charts to contrast capital deployment with negative financial performance outcomes.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
22
The slide uses two bar charts to demonstrate that the company has been cash-rich and cash-generative for over a decade, implying capital mismanagement.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
20
The slide uses a comparison table to contrast operational and financial benefits of the proposed model.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
42
The slide uses a 'Why repay bonds?' structure to justify a specific capital allocation strategy.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
28
Uses a combination of a bar chart and a data table to contrast HMA's 0% repurchase rate against industry peers.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The table calculates 'Additional Repurchase Capacity' based on increasing leverage to 4.5x and 5.0x at two specific historical dates.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
43
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
05
The slide uses a bulleted list to outline the investment thesis, with a specific callout box emphasizing the need for capital structure change.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a hierarchical bulleted list to categorize value creation strategies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
This is an activist investor presentation slide (Corvex Management LP) advocating for capital structure optimization.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
23
This is an activist investor slide from Corvex Management regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
24
The slide uses a flow-chart style diagram to show capital allocation strategy.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between coupon rates and current market yields to support the argument for debt-equity optimization.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
08
The slide uses a bulleted list structure to frame the investment thesis and the specific problems with current management strategy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide presents a binary choice (high dividend vs. high leverage) and frames the current state as the 'worst outcome'.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
14
The chart highlights the valuation gap between CCI and other tower transactions.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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 Hunter1 hit
27
The slide uses a spectrum diagram to contrast the pros and cons of different payout ratios.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
This is a classic activist investor 'thesis' slide identifying the gap between market price and intrinsic value.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The chart uses a combination of a line chart for stock price and a bar chart for cumulative repurchases to demonstrate poor capital allocation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
21
The slide uses a logical argument structure to debunk the efficacy of the current capital allocation strategy.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a clear, directive tone typical of activist investor presentations.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
04
Uses quotes from company presentations and conference calls to build an argument for capital allocation changes.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit