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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,031-3,060
Pages 328
Rows per page 30
Slide function
3,031-3,060 of 9,820
113
The slide uses ratios to illustrate the 'share of conversation' gap.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
121
The slide uses a donut chart to visualize total share volume for three financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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
13
The slide uses a comparison table to highlight governance deficiencies at BKD compared to peers like HCP, HCA, and MAR.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 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
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
32
The slide uses a quote from the COO to emphasize the importance of the guest experience, contrasting it with the poor performance shown in the chart.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
33
The slide highlights the target company (On The Border) in yellow within the bar charts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
43
The slide uses a scatter plot with color-coded markers representing EBITDA growth tiers to demonstrate the valuation premium of highly franchised business models.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
16
The slide uses a comparison table to frame the franchise model as more capital-efficient and resilient to cost inflation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
19
The chart shows BWLD has very low international presence compared to peers, suggesting an opportunity for growth.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
40
The slide uses a checkmark matrix to compare compensation structures. Red dashed boxes highlight gaps in BWLD's current incentive program.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
44
The slide uses a bridge-style annotation to link specific financial line items to the qualitative drivers of value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 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
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
18
The slide uses a matrix to segment business units by investor appeal (Income vs Growth/Turnaround) and geography.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)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
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
05
The chart uses a dual-axis combination of bar (cost) and line (margin) to demonstrate the inverse relationship between production cost and profitability.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
09
The slide uses a comparison table to highlight Tronox's unique position (100% chloride process) compared to competitors.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit