Matching slides 2,245
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Slide function: Diagnose Problemclear collectionreset all

Slide function

271-300 of 2,245

filter-aware
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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
33
The chart highlights a clear upward trend in the expense-to-revenue ratio, supporting the activist thesis of operational inefficiency.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
35
Uses a simple equation format to visualize the problem of fragmentation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
36
The slide uses a timeline format to illustrate a pattern of serial acquisitions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
87
Uses a sensitivity table to demonstrate implied ROE against consolidated ROE targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
91
Uses a 'problem-solution' framing where the problem is IT inefficiency. Includes quotes from stakeholders.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
120
The slide uses a word cloud to visualize qualitative survey results, emphasizing the lack of brand evolution.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
06
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · ProblemLoop · 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
30
Red circles highlight the downward trend across multiple categories.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
35
The slide uses a series of red-bordered boxes to highlight negative customer sentiment.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · 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
18
The slide uses a '4-Wall Margin' summary row above the stacked bars to show the net effect of these cost changes.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
29
The chart uses red circles to highlight specific declining trends across categories.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
31
The slide uses a bar chart to show the historical percentage of takeout sales, highlighting a recent uptick in Q1 2016.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
33
Includes a table comparing franchisee acquisitions vs new company-owned stores, and a bar chart showing historical ROE vs Cost of Equity.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
07
The slide uses a list-based structure to present arguments against the incumbent board and for the activist's proposed strategy.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · The Call to Adventure1 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
24
The slide uses a 'A' icon as a bullet point, likely representing the activist firm's branding.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 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
13
The slide uses a table-like layout to illustrate the operational scale of five distinct business units.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
16
Uses a dual-period bar-line chart to illustrate performance decline.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
23
The slide uses a timeline to illustrate a pattern of recurring failure, supporting the activist's argument for management change.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
The slide uses a numbered list format to structure the argument for change.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
04
This is a continuation of a list, starting at point 3.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
06
The slide argues that market inefficiencies are temporary and correctable, framing the investment opportunity.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
This is a classic activist investor 'thesis' slide identifying the gap between market price and intrinsic value.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
21
The slide uses a logical argument structure to debunk the efficacy of the current capital allocation strategy.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
04
The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit