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slides · global inventory

Matrix 2x2

Tool collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 8,104
Current window 3,241-3,270
Pages 271
Rows per page 30
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3,241-3,270 of 8,104

filter-aware
10
Uses a mapping framework to link problems (A, B, C) to solutions (1, 2, 3).Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
16
This is a text-heavy slide from a shareholder letter, functioning as an argument for management change.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · DesireLoop · Iceberg1 hit
11
Part 2 of 3 in a series of arguments against a specific activist slate.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
35
The slide uses a comparison table to expose the weakness of BlackRock's governance structure compared to a peer.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence1 hit
62
The slide uses two tables to benchmark AOL's performance against peers, followed by qualitative analysis of why AOL underperformed.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
63
The slide highlights AOL's declining market share in search compared to Google's growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
64
The slide uses a table to contrast AOL's search monetization against Google, Yahoo, MSN, and Ask Jeeves, while also noting AOL's strength in Instant Messaging.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
72
Includes organizational structure of Turner Networks and HBO, plus financial pie charts for 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
97
The slide includes a narrative analysis of The WB's strategic response to competitive pressures and its future outlook.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
109
The chart highlights 'Home video' and 'Box Office' in red, likely to emphasize the filmed entertainment sector.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
148
The table includes 15 categories with corresponding top magazine titles, showing ad pages, growth, and revenue figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
168
The slide includes a stacked bar chart detailing subscriber composition (Owned, TWC Legacy, Acquired Adelphia) for major cable providers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
182
The slide highlights TWC's strong margin performance and consistent growth compared to peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
228
Part of a larger financial strategy document regarding AOL's debt capacity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
253
The slide provides competitive context for TWC's market position relative to RBOCs and other cable operators.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
326
Includes a section on Discounted Cash Flow Analysis methodology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
360
The table uses a visual 'fill' indicator (circles) to represent the degree of alignment with strategic goals.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
11
The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 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
09
The slide uses a competency matrix to validate the management team's fit for the post-merger entity.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · EvidenceLoop · Aha Moment1 hit
10
Includes a matrix showing skill alignment for six board members.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
17
The slide uses a split-layout to contrast market insulation with business model attractiveness, supported by a map and a bar chart.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
13
The slide uses a 'villain' framing by highlighting NSC's underperformance relative to a direct peer (CSX) to justify the need for activist intervention.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
26
Uses a contrast-pairs framework to highlight the superiority of the activist's proposed operational strategy.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
110
The slide uses a checkmark matrix to demonstrate the breadth of experience across the proposed slate.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
168
Includes a comparison of 2023 vs. 2024-2027 averages for cash flow, capex, and FCFF, alongside historical and projected capital intensity ratios.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
04
Includes a comparison table of pre-deal vs proforma financials and a map illustrating the 'grounding an airline freight move' concept.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 1 hit
06
The slide uses a structured table format to present key investment thesis pillars.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Problem1 hit
29
The slide uses negative TSR values to frame the board as responsible for value destruction.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor 1 hit
09
TKR Bearings shows a significant upward trend in EBIT margin, surpassing peers by 2012.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit