Matching slides 3,962
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Slide function

451-480 of 3,962

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54
Includes a deal-break cost/benefit analysis table and a callout box summarizing the strategic recommendation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
22
The slide uses a scenario-based comparison to argue for an immediate exit strategy.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
The slide uses a split-box layout to contrast the benefits of the two resulting entities.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
06
The slide discusses specific M&A precedents (Applied Materials/Semitool, Lam Research/SEZ, Lam Research/Novellus) to justify the acquisition thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
20
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
26
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
36
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
25
The slide details the mechanics of a capital allocation strategy involving debt issuance and share repurchases.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
26
The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
29
Part of a series of slides detailing Pershing Square's proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
30
Part of a series of slides detailing the Pershing Square proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
63
The slide outlines a financial engineering proposal involving a spin-off/IPO structure with tax and debt considerations.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
10
The slide uses a process flow diagram to illustrate the capital allocation strategy.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
19
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
28
This slide outlines a strategic restructuring proposal for McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
29
The slide continues a multi-step plan for value creation.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
31
The slide uses a two-column layout to contrast the current issue with the proposed benefits.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
32
The slide uses a hierarchical list structure to detail the benefits of the proposed McOpCo spin-off.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
37
The slide uses a comparison framework to contrast current issues with the benefits of the proposed spin-off.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
02
This slide argues that independent director committees are compromised and proposes an external audit of their investigative process.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
08
Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
36
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
46
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
50
Uses a before-after framework to illustrate a corporate restructuring/spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
45
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
91
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
96
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
97
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
98
The slide uses a table format to present strategic pillars for operational improvement.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
103
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit