Matching slides 6,294
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1,891-1,920 of 6,294

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03
The slide highlights Forward Air's underperformance relative to peers in both operating ratio and EBIT per ton metrics.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide highlights a negative delta in cost vs. pricing for Forward Air compared to positive deltas for peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
05
The slide uses a comparison table to argue that Forward Air's revenue growth is not translating into earnings growth compared to industry peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
14
The chart highlights a significant performance gap during the tenure of the current CEO.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
15
The chart highlights significant underperformance of EDGW compared to major indices, particularly since the appointment of the CEO in 2002.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
15
The slide uses a line chart to show historical discount/premium and callouts to emphasize the current overvaluation.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
13
The slide uses a 'villain' framing by highlighting NSC's underperformance relative to a direct peer (CSX) to justify the need for activist intervention.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
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The slide highlights underperformance relative to peers and industry benchmarks.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
31
The slide uses a combination of a table for historical growth and a bar chart for forward-looking margin estimates to argue for leadership failure.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a consistent color scheme (Red for NSC, Blue for CSX, Grey for Peer Average) across three bar charts.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
34
The chart title mentions 'EBIT Margins' but the Y-axis and subtitle refer to 'EBIT dollars'.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
39
The slide uses red 'x' icons to visually emphasize the negative performance across all listed categories.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
40
The slide uses a 'X' mark column to visually emphasize failure across all listed metrics.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
47
Data source: Surface Transportation Board and company filings.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
09
The chart uses a color-coded bar (yellow for CN, blue for peers) to emphasize the outlier status of the subject company.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
11
The slide uses a consistent color scheme where CN is highlighted in yellow/orange to distinguish it from peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
13
The chart highlights CN in yellow to distinguish it from the other rail companies.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
14
The chart highlights CN's negative performance relative to all other peers shown.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
16
The chart highlights a clear divergence where CNI (yellow line) lags behind the other four major North American railroads.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Agitate1 hit
07
The chart uses a red circle to emphasize Elanco's (ELAN) negative return of (45.5)%.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
17
The chart uses negative percentages to illustrate underperformance relative to benchmarks.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
35
The chart uses a diverging bar chart to show positive vs negative correlation.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 1 hit
09
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
10
The table highlights Viacom's significant underperformance relative to its peer group across all time horizons.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The slide uses a red circle to emphasize the 3.6x valuation gap in the current period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a rhetorical question and a French idiom in a thought bubble to emphasize the perceived excess of the CEO's pay.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Uses a thought bubble and a callout box to emphasize the absurdity of the compensation levels.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Viacom (VIAB) is circled in red in both charts to emphasize its poor performance relative to peers.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
73
The slide highlights that Viacom's leverage (3.0x) is higher than several peers, limiting its ability to perform share buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
99
The chart shows the revenue size of peer companies relative to the target company (Viacom Inc.), categorized by whether they are ISS-selected, shared, or company-disclosed.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit