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Matching slides 9,820
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Slide function
3,061-3,090 of 9,820
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
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
06
Uses a contrast-pairs framework to highlight the deficiencies of the incumbent board against the proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
Uses a starburst graphic to emphasize the low return of HMA.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter1 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
17
The slide highlights a governance gap at HMA compared to peers like HCA, LPNT, and THC.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
18
The slide highlights a governance failure by contrasting HMA's narrow incentive structure against a broader set of metrics used by competitors.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
30
The charts demonstrate a consistent alpha generation for buyback strategies across multiple time horizons.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
The slide uses red circles to emphasize the outlier status of HMA's tenure and low board refreshment rate.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
09
The chart compares ADT against Verizon, AT&T, DirecTV, DISH, and Cable industry estimates from 2007 to 2012E.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 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
26
The table includes specific company data, sector averages (Cable/Satellite, Telco, REIT, Utilities, Staples), and summary statistics (Mean, Median).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
27
The chart uses color coding to distinguish between specific companies (Vivint, Securitas, Monitronics, Protection 1, ADT) and broader industry sectors (Sector Group Median, Cable, Satellite, and Telecom).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
31
The chart highlights specific companies (ADT, Monitronics) against sector medians.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
32
The chart compares ADT's levered FCF yield against a peer group of cable, satellite, telecom, and other sectors.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
33
The chart highlights ADT and Monitronics specifically within the peer group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
35
The chart highlights ADT in red and Monitronics in purple, with a specific annotation for ADT regarding growth capex.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
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The chart uses color coding to distinguish between the specific company (ADT) and the broader sector group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
38
The chart uses color coding to distinguish between specific companies (ADT, Monitronics) and sector groups.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
39
The chart uses color coding to distinguish between sector medians, cable/satellite/telecom, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
40
The chart highlights ADT's performance at different leverage levels compared to cable, satellite, telecom, REITs, utilities, consumer staples, and MLPs.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
18
The slide uses a combination of a data table and a bar chart to illustrate that CCI's current yield is an outlier compared to peers, suggesting it should trade at a lower yield (higher price).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
The table compares Crown Castle (CCI) against various peer groups (Data Center REITs, Outdoor REITs, Wireless, and Wireline).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
The chart uses a regression line to show the expected relationship between growth and yield, with an arrow indicating the target compression for PF CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
11
The chart highlights a significant drop in OUTR performance at the end of 2015.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