slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,586
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Framework
571-600 of 1,586
24
The slide uses a numbered sequence (1-4) to map events onto a stock price chart, demonstrating the negative impact of the buyback timing.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
23
Includes a CEO quote from 2010 to support the thesis on TED spreads.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
26
Uses a causal-chain style mapping to link regulatory requirements to operational outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
124
Uses a process-like flow to connect the problem to the proposed solution.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
43
The slide uses a scatter plot with color-coded markers representing EBITDA growth tiers to demonstrate the valuation premium of highly franchised business models.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
07
The slide uses a causal chain logic to link operational metrics to valuation compression.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
26
Uses a simple input-output process flow to highlight the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses a process-flow diagram to contrast input (R&D spend) with output (negative results).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
31
Uses a combination of comparative bar charts and callout boxes to frame the company as both a villain and a victim of climate change.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
The chart uses a dual-axis approach to overlay store count (bars) with ROIC and margin percentages (lines).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The slide uses a dual-chart layout to correlate store expansion with margin erosion. It includes estimates for FY2016 and FY2017 post-consolidation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
04
Uses a comparative equation structure to contrast the Board's current valuation with the activist's proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
28
Uses a simple additive equation structure to communicate value creation.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
50
The slide uses a simple additive and causal flow to summarize the investment thesis.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Satisfaction1 hit
103
Uses two side-by-side bar charts and data tables to demonstrate the 'jaws' effect where costs grow faster than or decline slower than sales.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
07
Uses red circles to highlight correlation between EPS spikes and price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
15
Uses a causal chain/process diagram to show the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Zoom In1 hit
42
Uses red circles to highlight the correlation between EPS growth and the chemical price index recovery.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
76
Uses a causal-chain style diagram to show the disconnect between investment and results.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
26
Uses a simple input-output process diagram to highlight the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
24
Uses a causal arrow to link internal structural issues to external financial performance metrics.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
14
Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
19
The text uses the 'robbing Peter to pay Paul' metaphor to describe the internal capital allocation conflict.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
44
The slide uses a timeline of product launches to illustrate the 'innovation gap' post-acquisition and a bar chart to show market share erosion.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
51
Uses a process-flow style to contrast management claims with actual financial outcomes.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
34
Uses a causal chain/logical equation structure (A+B+C+D=E).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
12
Uses a causal chain/logic flow to show how specific actions lead to a desired outcome (renegotiation).Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
16
Uses a multi-stage process flow to demonstrate the circular nature of the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
25
Uses a downward arrow graphic to represent value destruction, culminating in a pile of burning money.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit