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Cite Precedent
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Matching slides 2,146
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Slide function
691-720 of 2,146
03
This slide serves as a collection of authoritative citations to support the thesis of organizational restructuring.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
145
The slide highlights a decline in the revenue generation of new magazine launches over time.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
251
Includes specific credit rating history table and details on debt financing and covenant structures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
265
The slide uses analyst quotes to justify the thesis that the conglomerate structure destroys value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
312
Includes mean and median calculations for transaction multiples.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
321
Includes footnotes (a), (b), (c) and source attribution.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
329
Includes two tables: Exhibit 4.72 (Summary of implied valuation) and Exhibit 4.73 (Detailed list of selected transactions).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
08
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
13
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
14
The slide uses external media citations to validate the thesis of industry consolidation.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
16
The slide uses an external expert opinion to preemptively address tax-related concerns regarding a proposed spin-off.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
21
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
45
The slide uses a grid of pull-quotes to build credibility for the activist's thesis by citing third-party financial experts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
The slide uses red underlining to emphasize the core argument of the quote.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
48
Uses authority bias to validate the refranchising thesis.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
49
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
48
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses red text to highlight key phrases within the quote.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The slide uses a news-style summary to illustrate a collaborative precedent in the media industry.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
37
The slide uses a pull-quote format to highlight the activist's argument that management is resistant to necessary change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
34
Uses executive quotes to expose contradiction in management's previous narrative regarding integration synergies.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
25
The slide is a direct screenshot of a tweet/post used as a credibility signal.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
41
The chart highlights that ADT is trading at a lower multiple (46.0x) compared to recent precedent transactions (54.1x - 57.1x).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
14
The chart highlights the valuation gap between CCI and other tower transactions.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
43
Includes small red arrows indicating data points or footnotes.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide uses a quote from a finance professor to validate the activist's argument against the incumbent board.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
08
Includes a line chart showing stock performance and a table summarizing absolute price performance over 1, 2, and 3 years.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
32
The slide uses a 'before-after' logic applied to three distinct case studies to build a precedent for the current activist campaign.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Funnel Analysis1 hit
04
The slide uses academic citations to establish a baseline of historical corporate governance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit