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Preempt Rebuttal
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06
This slide is a classic activist defense rebuttal targeting an opponent's valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
75
Uses a checkmark-based comparison to argue that the 'playbook' is universal.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
18
The slide uses external citations (Ruby Tuesday, CL King, Stephens Inc., 10-K) to validate the $722.9M valuation estimate.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
The chart uses a waterfall structure to show cash flow and share repurchases impacting net cash balances over time.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
21
Includes a detailed 'STB Adjusted Yield Calculation' table to justify the yield premium argument.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide uses a Q&A format to preemptively address market skepticism regarding valuation comparables.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
29
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
30
The slide uses a two-column table format to address specific investor/stakeholder questions regarding the Greyhound asset.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
31
The slide uses a Q&A format to preemptively address investor concerns about the urgency of the activist's proposal.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
32
The slide uses a Q&A table format to frame the activist's proposal as a logical evolution of the company's previous actions.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
33
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
34
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
45
This slide is a defensive argument against potential concerns regarding pension liabilities in a corporate restructuring.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
07
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
42
This slide is part of an investor presentation by Corvex Management LP.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
44
The slide uses direct quotes from ADT's own investor presentations to build credibility.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
47
This is an investor presentation slide from Corvex Management regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
48
This is a slide from a Corvex Management presentation arguing against a potential market expansion by cable companies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
28
The slide uses a mix of bullet points and sub-bullets to address investor concerns about interest rates and dividend policy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
29
The chart uses a dual-axis line graph to compare EV/EBITDA multiples against interest rates, including a trend line with a low R-squared value.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
27
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
78
Uses a list of negative points to contrast consulting vs. board seats, followed by a 'villain critique' style quote section highlighting personal relationships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization risks in Disney's current and future sports product roadmap.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
118
Uses a waterfall-style comparison chart to show stock underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
123
Uses a two-column comparison table to systematically refute four distinct claims.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
125
Uses a side-by-side comparison format to directly refute specific shareholder communications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
11
The slide uses a structured list format to address specific management objections point-by-point.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution1 hit