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Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
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Slide function
91-120 of 359
354
Part of a Lazard activist deck; uses a valuation multiple comparison to justify a breakup strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
45
The red arrow visually emphasizes the performance gap between the two companies in 2014.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
16
The slide uses a series of bar charts to highlight underperformance relative to stated targets and industry peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
17
The slide uses red bars to highlight DuPont's underperformance relative to blue peer bars.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
19
The slide uses a consistent color coding where grey bars represent targets/peers and red bars represent DuPont's actual performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
20
The slide uses a maturity-model style spectrum (Gap to Strong) to visualize competitive positioning.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
Uses contrast-pairs to highlight the superiority of the activist's nominees over the incumbent board.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
19
The slide uses a combination of a combo chart (revenue/margin) and a grouped bar chart (margin comparison) to argue for management failure.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
The slide uses a 'weight' metaphor to illustrate the drag of poor governance and structure on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
11
The slide uses a visual 'gap' analysis between a rising peer index and a falling company stock price.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
43
The table highlights 'Limited Corporate Overhead' as the primary interaction between most segments, suggesting no operational synergy.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
The chart title mentions 'EBIT Margins' but the Y-axis and subtitle refer to 'EBIT dollars'.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
39
The slide uses red 'x' icons to visually emphasize the negative performance across all listed categories.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
51
The slide uses two distinct chart types (bar and line) to illustrate operational failures relative to a peer.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
68
The slide highlights a lack of analyst coverage for BRP compared to other companies in the sector.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
The chart uses a 100-indexed baseline to compare relative performance over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
06
The slide uses annotations to link specific corporate actions (acquisitions, splits, spin-offs) to the divergence in stock performance.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
19
The slide uses a series of bar charts to highlight the gap between DuPont's actual performance (red bars) and its targets/peers (grey/blue bars).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter1 hit
20
The slide uses a red-vs-blue color coding to visually emphasize the gap between DuPont (red) and its peers (blue/grey).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter1 hit
10
The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a checkmark/cross matrix to illustrate the analytical gap in peer selection.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
81
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
05
The chart highlights a specific recent trend with a red dashed circle.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
38
The slide uses red X marks to visually emphasize the gap in governance standards.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
15
The slide uses a before-after framing to argue that the spin-off has resulted in performance degradation rather than the expected improvement.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
30
The chart highlights a -15% performance for UNP compared to a +2% for Canadian peers, with a clear visual gap of ~17% and ~10% respectively.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
12
The slide uses a red circle to emphasize the 3.6x valuation gap in the current period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit