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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 16,951-16,980
Pages 1,935
Rows per page 30
Slide function
16,951-16,980 of 58,039
44
Includes a dual-axis chart for CEO pay vs TSR and pie charts for pay-at-risk.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
60
Includes detailed footnotes explaining adjustments for Service Alignment Initiative and Workforce Optimization Effort.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
61
Includes footnotes explaining adjustments for Workforce Optimization Effort, Service Alignment Initiative, and client funds extended investment strategy.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
62
The chart uses a dual-axis approach (price and volume) with annotations marking specific events.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
09
The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradictionLoop · Cost Of Inaction1 hit
40
The table tracks both absolute dollar change and relative performance against the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
41
The table shows a cumulative negative impact on stock price relative to the market following these announcements.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
40
Uses a bar chart with an arrow to highlight the 2.4x growth multiplier.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
63
The table tracks stock change in both absolute dollar terms and percentage, comparing DuPont against the S&P 500 benchmark.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
64
The table tracks stock performance on the day following specific corporate announcements compared to the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
13
The slide highlights a recurring pattern of management missing guidance despite Q1 beats.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
63
The table tracks stock price changes on the day following earnings events to demonstrate market reaction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
64
The table shows negative cumulative stock performance following major announcements.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
85
Uses two distinct valuation-style build-ups to extrapolate corporate cost savings.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
08
The slide uses arrows to map accounting line items (Inventories, Investments in Affiliates, Real Estate Developments, Property - net) to descriptive business categories.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
09
The slide uses a vertical axis to represent valuation difficulty, ranging from 'Easy to Value' to 'Harder to Value'.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
19
Includes company description and financial metrics as of 2014 estimates.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
28
The chart illustrates a shift in strategy from expansion to contraction/rationalization.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
29
The chart uses a waterfall-like visual style for a time-series bar chart.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
30
The chart displays annual inventory days, showing a fluctuation with a peak in 2007 and a general downward trend compared to the start of the period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Solution1 hit
31
The slide uses a thesis-style headline to attribute margin growth to operational improvements.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
32
The chart illustrates a downward trend in SG&A expenses over a 7-year period.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
33
The slide shows a clear upward trend in EBITDAR margin from 2008 to 2013.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
34
The chart shows a negative ROIC in 2008 followed by consistent growth.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
35
The chart illustrates the inverse relationship between free cash flow generation and share count reduction over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials1 hit
38
The table highlights valuation multiples and yields for various financial metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
42
The slide highlights the delta between D&A and CapEx as a driver for the difference between FCF and Net Income.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit