slides · global inventory
16 David Goliath
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 249
Current window 151-180
Pages 9
Rows per page 30
Loop
151-180 of 249
06
Includes annotations regarding acquisition status (TMO, PE Consortium) and ownership (Private) for specific firms.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · David Goliath1 hit
07
The slide uses a dual-chart approach to justify a thesis on industry growth.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath1 hit
08
The slide uses a map to visualize global reach and highlights key operational statistics.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · David Goliath1 hit
14
The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses external analyst sentiment to validate the activist's thesis regarding management incompetence.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
The slide is designed to be contrasted with poor performance metrics in subsequent slides.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a quote to frame management as out of touch with investor priorities.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses red text to emphasize the core complaints within the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a direct quote to highlight a perceived management failure.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide uses a two-column layout to categorize margin improvement levers into Cost and SG&A, with specific basis point ranges for each.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
The slide uses authority bias to validate the activist's thesis by citing external financial analysts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses a comparison frame to expose operational gaps in COGS and Labor costs.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
04
The slide uses parentheses to denote negative returns or underperformance.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
05
The slide uses a 'Marcato' branding, likely an activist investor presentation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
06
The slide uses a red circle to emphasize the 83% figure, framing the acquisition as a failure.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
08
The slide uses indexed charts to show that corporate costs are outpacing revenue growth, suggesting operational inefficiency.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
09
The slide uses a visual arrow to emphasize the upward trend in compensation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
10
Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath1 hit
11
The slide uses a stock price chart to argue that the Board's rejection of a $20 offer was flawed because the market has not valued the company at that level since.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
12
The slide uses a 'villain' framing technique to characterize the board's governance actions as hostile to shareholder interests.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
13
Epiq Systems, Inc. (EPIQ)Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The VictoryLoop · David Goliath1 hit
42
This slide is part of an investor presentation by Corvex Management LP.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
43
This slide is part of an activist investor presentation (Corvex Management) justifying why the company should prioritize growth investment over immediate cash flow.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
44
The slide uses direct quotes from ADT's own investor presentations to build credibility.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
80
The slide uses a table format to present qualitative assessments of nominee qualifications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose SolutionLoop · David Goliath1 hit