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Framework: Before After Bridgeclear collectionreset all

Framework

301-330 of 1,016

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05
Uses stacked bar charts to show the composition of Rule of 40 (Growth + Margin) over time for Splunk, Wix, Salesforce, and GoDaddy.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
09
Uses a classic 'before-after' framing to highlight the value proposition of the software.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
11
Uses a before-after framework to contrast manual paper checks with the BILL mobile interface.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Before After1 hit
06
Uses a structured Issue-Proposal-Action framework.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Problem1 hit
38
Uses a red flag icon to highlight the thesis and a testimonial to support the claim.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
08
Uses a before-after-bridge style logic to contrast challenges with their investigative approach.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment1 hit
06
Uses a 'before-after' bridge structure to link strategic pillars to quantitative outcomes.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
07
The slide uses a before-after bridge logic to explain the drivers of margin expansion.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
25
The slide uses a central column to bridge the historical results of the Small Business transformation to the expected outcomes for the larger market segments.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
34
Uses a central bridge graphic to connect market trends to company advantages.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
22
The slide uses a waterfall-style logic to illustrate capital destruction.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller 1 hit
74
Uses a waterfall chart to visualize cost-cutting levers and a comparison table to highlight the divergence between JPM and BNY Mellon.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
10
Includes a 'No Mitigation' data point for FY12 to contrast with adjusted performance.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Loop · Before After1 hit
47
Includes a disclaimer regarding the applicability of this past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
24
Uses a before-after-bridge style comparison to highlight the discrepancy in EBITDA reporting between DuPont and the new owners.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
36
The chart uses a waterfall bridge to illustrate the delta between FY 2018 and FY 2023 EBIT.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
105
Uses a three-column 'before-after' style framework to contrast the status quo with the proposed review and its expected outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
59
Uses a before-after bridge style to visualize value creation for employees.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
60
Uses a before-after-bridge framework to contrast current state with proposed future state.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
29
The slide uses a 'before-after' bridge structure to illustrate value creation potential.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · Before After1 hit
29
The slide uses a 'before-after' bridge structure to illustrate value creation potential.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
64
Includes a quote from CEO Tom Pike supporting the margin improvement thesis.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
105
Uses a before-after-bridge style logic to frame the organizational change.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
37
Uses a problem-solution mapping framework.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
47
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
26
Uses a waterfall-style bridge to explain the drop in ROE from ~40% to ~8%.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
04
The slide uses a two-part structure: identifying the problem and proposing a solution, followed by a credibility-building callout box.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement1 hit
37
Includes annotations for key corporate events (management change, merger announcement, proxy meeting).PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
22
The slide uses a before-after structure to highlight the deterioration of Solventum's growth relative to peers.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit