slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 1,381-1,410
Pages 473
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Slide function
1,381-1,410 of 14,162
07
Uses a before-after-framing style to highlight market misperception.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
15
The slide uses a table to highlight negative comp store sales as evidence of poor management.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a table to illustrate the disconnect between executive pay components and shareholder-aligned metrics.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
16
Uses a process flow to highlight a discrepancy in corporate governance disclosures.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
17
Uses a before-and-after comparison of CFO quotes to highlight a contradiction in management's stance on real estate value unlocking.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
29
Uses a series of quotes to build a case against management/board transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
30
The slide uses a narrative of governance failure to justify shareholder intervention.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
31
Uses red dashed boxes to highlight specific periods of concern (strategic review/candidacy and sale failure/share sales).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
32
Uses a direct quote comparison to expose management inconsistency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
34
The slide uses a 'Promise vs. Failure' structure to build a case for management incompetence or lack of accountability.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
35
Uses a quote-based structure to frame the board's inaction as a failure of governance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
36
The slide uses a comparison table structure to contrast two directors against specific governance criteria.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
38
The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
39
Uses a table to detail share transactions and a rhetorical question at the bottom to drive the activist narrative.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
44
The slide uses a quote to preemptively argue against standard retail performance metrics.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Uses a deductive logic flow to break down company guidance and isolate the impact of cost savings versus revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
15
Uses a before-and-after comparison of financial performance to argue for structural change.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
17
Uses a before-after framing to contrast performance periods.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
24
The slide uses three line charts to correlate corporate events (Laidlaw acquisition, Rights Issue) with negative financial performance metrics.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a stock performance chart to illustrate the 'cost' of poor management accountability.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
The slide uses a red color for 'Discontinued' to emphasize failure.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
12
Uses a scatter plot to contrast SE CEO pay against peers, with annotations highlighting the contradiction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
13
The slide uses a table to detail specific executive compensation figures over a 3-year period to support the argument of misalignment.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
04
The slide uses a table to demonstrate that most bidders were unsolicited, contradicting the narrative that the process was well-managed.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a list of specific methodological flaws followed by a summary table of the valuation impact.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
Uses CEO quotes from quarterly conference calls to build a case against the current valuation/sale process.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
11
Uses a dual-axis line chart to show the correlation between the announcement and stock performance.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
15
The chart uses a split-bar approach to show variance ranges for different business segments.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit