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slides · global inventory

Peer Gap

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Matching slides 119
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31-60 of 119

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28
The slide uses a direct comparison to establish market leadership.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
29
The slide uses a bar chart to contrast growth rates, supporting an activist investor's argument for operational improvement.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
30
LSD likely refers to Low Single Digits.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
31
The slide uses a 'Rule of 40' framework reference to argue for better performance.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
13
Uses a 'not equal' symbol to visually represent the contradiction between valuation and operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
02
The slide uses a timeline-annotated line chart to highlight management missteps and a bar-line combo chart to show margin expansion.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
09
Uses contrast-pairs to highlight the superiority of the activist's nominees over the incumbent board.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a visual 'gap' analysis between a rising peer index and a falling company stock price.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
41
The slide highlights AerCap's superior performance relative to competitors FLY, AYR, ILFC, and AWAS.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
The chart highlights AerCap's superior performance in asset disposal compared to peers who suffered significant impairments.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
63
Uses a bubble-style comparison to visualize the revenue gap between the target brand and market leaders.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
19
The chart uses a grouped bar chart to show quarterly performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
Highlights potential for margin improvement by normalizing R&D spend.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The slide uses a series of pie charts to visually demonstrate the lack of geographic diversification compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment1 hit
07
The chart uses a red vertical arrow to explicitly quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
68
The slide highlights a lack of analyst coverage for BRP compared to other companies in the sector.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
01
Slide 1
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
10
The chart uses a broken axis to accommodate the significantly higher sales of Home Depot and Lowe's.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a comparative bar chart to highlight PPG's underperformance relative to peers and the broader market.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
12
The slide uses a red circle to emphasize the 3.6x valuation gap in the current period.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit