Matching slides 8,104
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3,181-3,210 of 8,104

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03
Includes non-GAAP disclosure footnote.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
15
The slide uses a structured comparison matrix to highlight strategic focus areas.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
27
The slide uses a funnel-like visual structure to connect service model changes to business outcomes.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
08
The slide uses red dashed circles to draw attention to BNY Mellon's market share in both charts.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
34
The slide uses a red arrow for headcount growth and a green arrow for revenue growth to visually emphasize the disparity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
82
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
94
Uses symbols (++, --) to denote strategic direction and arrows for business impact trends.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
106
The slide uses a 2x2 grid layout to categorize strategic initiatives.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
25
Includes a quantitative valuation bridge and a qualitative comparison matrix.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
37
Uses a vertical risk-based hierarchy to categorize strategic options.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
08
The table uses checkmarks to indicate that all four nominees possess the listed skills, except for Board Experience which is missing for Robert.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
49
Includes a disclaimer regarding past performance and specific financial definitions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
49
Includes a disclaimer regarding the nature of the case study and specific financial definitions.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Climax1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
105
Uses a three-column 'before-after' style framework to contrast the status quo with the proposed review and its expected outcomes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
113
The slide uses a comparison table for benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
31
Uses a stacked bar chart within a table to visualize revenue mix.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
The chart highlights the contrast between positive growth in peers and negative growth for Disney, with a specific callout regarding the 'Experiences' business.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a dual-chart layout to highlight the discrepancy between scale (revenue) and efficiency (margins).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
67
The table calculates implied share price using median multiples from comparable companies.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
39
The slide uses four bar charts to demonstrate valuation gaps.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap1 hit
22
The slide uses a bubble chart representation to visually compare market caps.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
30
The slide uses a contrast-pair framework to isolate the disconnect between operational quality and market valuation.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
35
Uses a mapping diagram to show the evolution of business segments over a decade.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
45
The slide uses two distinct methodologies to adjust GE's stock price and EPS to arrive at a pro forma P/E ratio.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
24
The table uses red shading to indicate negative values (market share loss).The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter1 hit
46
The slide uses a contrast-pair framework to argue for organizational restructuring.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
69
The slide uses a bar chart to highlight the digital presence gap between P&G and its competitors.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
33
The slide argues for a breakup or spin-off by highlighting the lack of operational overlap.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
18
The chart highlights Solventum's outlier performance in margin deterioration compared to historical precedents.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit