slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 1,711-1,740
Pages 210
Rows per page 30
Framework
1,711-1,740 of 6,294
16
DuPont (DD) is highlighted in red boxes to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
19
The slide uses a consistent color coding where grey bars represent targets/peers and red bars represent DuPont's actual performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
The slide uses a color-coded bar chart approach to contrast DuPont (red) with peer benchmarks (blue/grey).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
38
The slide uses a 3-column matrix structure to frame the activist's narrative of past success and future opportunity.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
61
Uses a numbered list to contrast Trian-related events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
62
Uses a side-by-side comparison to frame management's track record as value-destructive.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
09
The slide highlights a $200bn investment vs. deteriorating performance metrics.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the board's tenure.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Uses a custom skill matrix to highlight gaps in incumbent board members' experience relative to Trian's nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a bar chart to visually demonstrate the performance gap between Disney and its peers.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a dual-chart layout to highlight the discrepancy between scale (revenue) and efficiency (margins).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
Uses a comparison frame to highlight operational inefficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
The table highlights negative performance in red and positive in grey, emphasizing Disney's underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
Uses a contrast-pairs framework to highlight the strategic misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
84
The slide uses a contrast-pair framework to highlight the difference in performance between the two nominees.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
108
The chart uses a smoothed line (spline) to represent yield trends over time.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
116
The slide uses a two-column comparison structure to present strategic alternatives.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
36
The slide uses a map to visually contrast the location of the comparable land sale against the subject 'GY Land'.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
61
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
62
The slide uses a peer benchmark table to demonstrate a competitive advantage in capital efficiency.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
66
The slide uses a standard financial 'comps' table format to support an investment thesis regarding valuation arbitrage.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
16
The chart uses a stacked bar approach to show net share ownership changes, highlighting that external investors (Marcato/Third Point) have net positive accumulation compared to insiders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
17
This is a classic activist investor slide framing the incumbent as stagnant and the activist as the solution.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
21
The chart uses a 100-indexed baseline to compare relative performance over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
39
The slide uses four bar charts to demonstrate valuation gaps.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
40
The slide uses a contrast-based visual strategy to highlight Dillard's superior position in both metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
41
The peer group includes Macy's, Kohl's, and Nordstrom; JC Penney is excluded.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit