slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 331-360
Pages 227
Rows per page 30
Framework
331-360 of 6,793
42
Uses a table to contrast claimed program savings against targeted savings.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
43
The slide uses a bar chart to visually demonstrate that gross expenses grew by 12% while revenue only grew by 2%, undermining the 'Operational Excellence' narrative.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
50
Uses red dashed ellipses to highlight the period of decline.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
54
The chart uses an indexed baseline (3Q11=100%) to compare growth rates across four financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
61
The table uses checkmarks and x-marks to visualize the inconsistency in accounting adjustments.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
63
The slide uses a red dashed circle to highlight the 4% growth rates for both Core Revenue and Core Expense, visually emphasizing the lack of margin expansion.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
65
The slide uses a table to highlight the discrepancy between segment guidance and the resulting 'Other' segment performance.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
66
The slide uses a negative framing to critique the company's capital allocation strategy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
77
Uses red boxes to highlight specific companies (JPM, BK) and red text to emphasize 'real' expenses being excluded from margins.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
27
The slide uses a combination of bar charts for revenue/EBITDA trends and a comparison bar chart for ROIC vs WACC to highlight value destruction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
34
The slide uses a series of bullet points to build a case for management opacity, culminating in a callout box summarizing the thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
37
The slide uses a numbered list format to present evidence of financial reporting manipulation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses red dashed boxes to highlight specific misses and the cumulative failure to meet guidance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
11
The slide uses a stock price chart to argue that the Board's rejection of a $20 offer was flawed because the market has not valued the company at that level since.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
12
The slide uses a 'villain' framing technique to characterize the board's governance actions as hostile to shareholder interests.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
02
The slide uses a two-column layout to map specific pages of the P&G presentation to the identified errors.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Appendix DisclosureLoop · Aha Moment1 hit
03
This is a classic activist investor 'fact-check' slide, specifically targeting P&G's presentation of peer data.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
08
This slide is from a Trian Partners activist investor presentation targeting P&G, specifically refuting P&G's critique of Heinz's historical performance.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Iceberg1 hit
15
Uses a 2-column list format with 'X' icons to emphasize negative performance indicators.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
Uses red 'X' icons to emphasize failures in governance process.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
69
The slide uses a visual gap analysis to show that compensation targets are set below the cost of capital.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
71
Includes a 'FAIL' stamp on the 2018 data point.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
73
Uses a combination of a table for historical performance and two callout boxes for current committee composition issues.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
74
The slide uses a stacked bar chart to compare peer median compensation against Bob Iger's compensation before and after amendments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
77
The slide uses a three-column layout to detail specific tactical maneuvers by the Board.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
104
Uses a bar chart to show the growth of unallocated shared expenses from FY17 to FY23, highlighting a ~2x increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
14
The slide uses a financial buildup to expose a gap between actual performance and stated corporate goals.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
15
The slide uses a table to demonstrate a lack of alignment between management/board and shareholders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit