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Framework

361-390 of 6,793

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20
Uses a list of red-flagged governance and management issues to build a case against the board's decision-making.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
23
The slide uses a list of focus areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) as a navigation/context sidebar.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
09
The slide uses a 'villain' framing to discredit JANA's financial analysis.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · AgitateLoop · The Reveal1 hit
10
This is a rebuttal slide targeting an activist investor's (JANA) valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
18
The slide uses a dual-axis combo chart (bar + line) to demonstrate that costs are outpacing revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses a red box to highlight the period of decline and a dashed box to indicate the change in reporting policy.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
27
Uses red dashed boxes to highlight the reporting change and the resulting lack of transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
29
Uses a series of quotes to build a case against management/board transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
38
The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
45
Uses a deductive logic flow to break down company guidance and isolate the impact of cost savings versus revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
This is a primary source document (letter) used as evidence of corporate governance failure.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Problem & Complication1 hit
08
Uses specific valuation math (8.3x EBITDA multiple) to illustrate shareholder value impact.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
The slide uses a red 'X' to denote missed guidance and a dash for achieved/exceeded, culminating in a summary row showing the total number of misses.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
15
Uses a combination of a peer comparison table and a line chart to demonstrate financial mismanagement.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a structured list format to dismantle the company's claim of adopting a quality-based compensation standard.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
23
The slide uses a waterfall chart to visually isolate the impact of HITECH payments on the reported EBITDA figure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
24
The slide highlights a consistent pattern of public statements to support an argument of management misapplication of incentives.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a contrast-pair structure to highlight the gap between shareholder suggestions and board inaction, followed by a breakdown of the 'Rights Plan' mechanics.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
34
Uses historical transcripts to contrast board claims with outcomes.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
09
The slide uses a red color for 'Discontinued' to emphasize failure.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
03
Uses red 'X' icons to emphasize negative points.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
05
The chart uses a red area fill to emphasize negative performance. The annotation points to a specific date (July 18, 2012) to highlight a 43% decline.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is weak.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
04
The slide uses a table to demonstrate that most bidders were unsolicited, contradicting the narrative that the process was well-managed.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a list of specific methodological flaws followed by a summary table of the valuation impact.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
09
Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
10
The slide uses a red box highlight to draw attention to the stagnant operating profit margins despite reported cost savings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
11
Includes a direct quote from a Xerox director (Charles Prince) to support the claim of deceit.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit