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 1,771-1,800
Pages 210
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Framework
1,771-1,800 of 6,294
08
The slide uses a sum-of-the-parts logic implication by contrasting restaurant multiples with higher packaged food multiples.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
12
The slide presents two distinct peer groups: Family-Dining Restaurants and Packaged Food Companies.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
13
The chart is a Bloomberg terminal export showing normalized stock price performance from 2010 to 2013.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
The chart is a Bloomberg terminal export showing normalized stock price performance from 2008 to 2013.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
10
The chart highlights a significant negative performance gap for Deckers compared to all benchmarks.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The chart highlights the significant underperformance of Deckers relative to its peers and broader indices.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The slide uses a comparison table structure to contrast two directors against specific governance criteria.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
12
The slide uses a 'villain' framing for Netflix, contrasting it against the 'Studios' (Disney, WBD, NBCU, Paramount).The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
11
The slide uses a visual 'gap' analysis between a rising peer index and a falling company stock price.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
14
The slide uses dual-axis charts (bar for revenue, line for EBITDA margin) to compare two peers over time.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
03
Uses a comparison table structure to clarify voting thresholds and timelines for two different shareholder actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
07
The slide uses a consistent 'underperformance' delta calculation across multiple time horizons to build a narrative of long-term failure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
10
The slide uses a comparison frame to highlight HMA's operational underperformance relative to peers.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 hit
20
The slide uses a red dashed box to highlight the specific SG&A metrics being compared across companies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
31
The chart highlights specific companies (ADT, Monitronics) against sector medians.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The slide uses a peer comparison to demonstrate undervaluation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
06
The slide uses negative percentages in parentheses to denote underperformance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
14
Uses a classic 'Claim vs. Reality' structure to frame the board's offer as disingenuous.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
18
The slide uses a comparison matrix structure to validate the nominees' qualifications for the board.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
06
The slide uses annotations to link specific corporate actions (acquisitions, splits, spin-offs) to the divergence in stock performance.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
09
The slide uses a peer group of 'Variable Dividend MLPs' to establish a valuation benchmark for TPCG.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
07
Uses de-consolidation of MLPs to normalize valuation multiples between TRP and ENB.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
The slide uses a 'before/after' comparison for TCP (current vs. post-dropdown) alongside two peer groups to argue for valuation multiple expansion.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
13
The slide argues that TRP's valuation is suppressed by its volatile energy segment and complex capital structure.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
16
The slide uses a 'What If' scenario analysis to contrast current vs. proposed structural outcomes.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Action1 hit