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Matching slides 58,039
Current window 17,011-17,040
Pages 1,935
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Slide function
17,011-17,040 of 58,039
06
The chart uses volume (pounds) rather than revenue, which is a key distinction for sales mix analysis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
The slide highlights the aggressive increase in capital expenditures associated with the restaurant remodeling initiative.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
10
Includes a 'No Mitigation' data point for FY12 to contrast with adjusted performance.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Loop · Before After1 hit
05
The slide uses a hierarchical table structure to categorize 111,100 total units.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
47
The slide outlines specific growth, margin, and capital allocation assumptions for the financial model.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
48
The table includes historical data (2015A) and projections (2016E-2021E) covering store counts, revenue, EBITDA, EBIT, net earnings, EPS, and debt metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
14
The chart illustrates the increasing engagement over time, particularly driven by the expansion of the bundle.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
22
The chart shows FGP LN beta averaging 1.00 vs STB CN beta averaging 0.34.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The table provides a multi-year financial bridge from EBITDA to FCF.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
39
The slide argues that income stocks should be valued on cash flow after maintenance capex, excluding one-time growth investments.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
46
Includes detailed footnotes explaining the methodology for the Sandell estimate of the UK Bus pension deficit.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide argues that the reduction in debt and pension liabilities outweighs the reduction in EBITDA and interest expense.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses a waterfall-style logic to calculate the cost of debt repayment and associated leakage.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
50
The slide compares the upfront cost of retiring debt against the NPV of future interest savings.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
The slide highlights financial performance trends including the impact of the Brinks acquisition.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
The table compares three financial scenarios (Base, Upside, Downside) across various metrics including Target Price, EBITDA, Debt, and P/E ratios.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide compares two methodologies for calculating free cash flow: one excluding price increases (AFFO) and one including them (bond methodology).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
14
The slide uses historical trend data to argue for operational efficiency improvements.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
10
The chart shows historical data from 1978 to 2015e.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
18
Uses a before-after visual structure to highlight business model shift.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Loop · Before After1 hit
19
The chart uses a combination of bar and line charts to show the inverse relationship between rent growth and vacancy rates.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
20
The chart uses floating bars to represent yield ranges for different investment strategies within each asset class.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
21
Red oval annotation highlights the 2004 data point for comparison.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit