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Peer Gap Chart Recipe
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12
The slide uses a dual-chart layout to highlight consistent underperformance in both profitability and asset efficiency.Keisei Electric Railway (9009) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
132
The chart uses color coding to distinguish between 'Publishing Titles' (blue) and 'Other' (maroon) entities.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
147
The table highlights TWX-owned magazines in bold/shaded rows.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
155
Includes extensive footnotes regarding normalization and specific financial adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
175
Includes Lazard branding and chapter reference.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
45
The red arrow visually emphasizes the performance gap between the two companies in 2014.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
13
The slide uses a comparison table to highlight governance deficiencies at BKD compared to peers like HCP, HCA, and MAR.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor 1 hit
51
The slide uses a line chart to visualize stock growth and a table to summarize 1-year and 5-year returns.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
The chart highlights a significant negative performance gap for Deckers compared to all benchmarks.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 hit
11
The chart highlights the significant underperformance of Deckers relative to its peers and broader indices.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Expose Contradiction1 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
49
The slide uses a 'villain' framing by highlighting the CEO as the primary obstacle to value creation.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
11
The chart uses a grouped bar format to show performance across 1-Year, Since Omni Announcement, 3-Year, and 5-Year windows.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a three-column/row layout to present distinct investment arguments.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
44
The slide uses a combo chart (bar for leverage, line for coupon) alongside a detailed data table to contrast capital structures.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
06
Uses two case studies (CP and CSX) to demonstrate the efficacy of PSR implementation and board reconstitution.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
11
The chart highlights Norfolk Southern's underperformance (red bars) relative to peers (blue/grey bars) at key historical points.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
96
The chart uses a timeline-based annotation style to correlate market performance with specific activist events.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
17
The chart highlights a significant gap between Kao and its peers, with Kao's margins remaining below 45%.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The chart shows Kao's margin trend line diverging significantly from peers like P&G, L'Oreal, Unilever, and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
69
The slide uses a 'gap analysis' approach to justify board expansion by showing that new nominees bring critical missing skills in Cosmetics/H&B, Marketing, Supply Chain, and IT/DX.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
18
The slide uses a table to demonstrate negative performance deltas across all time periods compared to benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation multiple relative to the median of its peer group.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
17
The chart uses negative percentages to illustrate underperformance relative to benchmarks.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
35
The chart uses a diverging bar chart to show positive vs negative correlation.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 1 hit
08
Includes footnotes regarding 2013 pro-forma estimates and OPEB liability.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
37
The slide uses a logo grid to visually demonstrate the commonality of institutional investors.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit