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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 1,291-1,320
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

1,291-1,320 of 14,162

filter-aware
31
Uses red text and dashed boxes to emphasize the missed $3.38 EPS target.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
32
Uses a 'before-after' style comparison of claimed targets vs. actual results to undermine management credibility.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
34
The slide uses a red arrow for headcount growth and a green arrow for revenue growth to visually emphasize the disparity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
38
Uses a waterfall chart to show projected growth components and a bar chart with target overlays to show the gap between actual and projected EPS.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
39
The slide uses a red dashed line to represent the target and a red arrow to visualize the 'ROE Gap'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
41
Uses company-provided sensitivity analysis to contrast with actual stagnant performance.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
42
Uses a table to contrast claimed program savings against targeted savings.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
05
The slide uses a 'Marcato' branding, likely an activist investor presentation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
06
The slide uses a red circle to emphasize the 83% figure, framing the acquisition as a failure.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
08
The slide uses indexed charts to show that corporate costs are outpacing revenue growth, suggesting operational inefficiency.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
09
The slide uses a visual arrow to emphasize the upward trend in compensation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
11
The slide uses a stock price chart to argue that the Board's rejection of a $20 offer was flawed because the market has not valued the company at that level since.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
12
The slide uses a 'villain' framing technique to characterize the board's governance actions as hostile to shareholder interests.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
97
Uses a stacked bar chart to categorize cost savings and metrics to highlight the negative impact of current strategies.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
99
The slide uses a quote from Netflix's Q4 2023 Letter to Shareholders to validate the margin expansion data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
104
Uses a bar chart to show the growth of unallocated shared expenses from FY17 to FY23, highlighting a ~2x increase.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
106
Uses a combination of press clippings and a bar chart to frame Disney's studio performance as a 'black box' of declining profitability.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
107
The slide uses a 'villain critique' approach by juxtaposing management's excuses with competitive data.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
109
Uses a red arrow to emphasize the upward trend in sequel production.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
120
Uses a 'before-after' or 'contrast' structure to highlight the gap between pricing power and service quality.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
122
Uses a two-column layout to directly refute specific quotes from Disney management.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
124
This is a classic 'expose contradiction' slide used in activist campaigns to undermine management credibility.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
126
Uses a two-column layout to contrast Disney's claims with Trian's rebuttals.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
132
The slide uses a 'Since Trian Resurfaced' period to highlight a recent positive trend while showing long-term underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
08
The slide uses a dual-axis chart to highlight the disconnect between revenue and profit, a classic 'expose contradiction' tactic in activist investor presentations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
09
The slide uses a yellow highlight to delineate the 'Post-Activist Involvement' period, contrasting it with the preceding 3 years.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
12
Uses a quote from the CFO to highlight the contradiction between cost-cutting claims and rising personnel costs.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
14
The slide uses a financial buildup to expose a gap between actual performance and stated corporate goals.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit
15
The slide uses a table to demonstrate a lack of alignment between management/board and shareholders.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · AgitationLoop · Before After1 hit