slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
112,801-112,860 of 319,975
32
Uses a direct quote comparison to expose management inconsistency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
33
The chart uses a waterfall structure to show cash flow and share repurchases impacting net cash balances over time.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
34
The slide uses a 'Promise vs. Failure' structure to build a case for management incompetence or lack of accountability.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
35
Uses a quote-based structure to frame the board's inaction as a failure of governance.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
36
The slide uses a comparison table structure to contrast two directors against specific governance criteria.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
37
The slide uses red text for specific experience and performance metrics to emphasize the negative correlation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
38
The slide uses a visual timeline of red diamonds to emphasize sales and the absence of blue diamonds (purchases).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
39
Uses a table to detail share transactions and a rhetorical question at the bottom to drive the activist narrative.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
40
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
41
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
The slide uses a dual-chart layout to correlate store expansion with margin erosion. It includes estimates for FY2016 and FY2017 post-consolidation.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
44
The slide uses a quote to preemptively argue against standard retail performance metrics.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
45
Uses a deductive logic flow to break down company guidance and isolate the impact of cost savings versus revenue growth.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
46
The slide uses an external consultant's estimate to highlight a gap between the potential savings ($150-200M) and the company's current target ($32M).Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
47
The slide uses a combination of a line chart for historical/projected price and a data table for key performance indicators.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
The slide uses red text to highlight key phrases within the quote.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 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
51
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
52
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
53
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
54
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
55
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
56
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
57
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
58
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
59
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Satisfaction1 hit
01
Includes logos for Sandell Asset Management and Castlerigg Investments.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
Includes disclosure of 14.4% ownership stake.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor 1 hit
03
The slide serves as the opening thesis for an activist campaign, detailing ownership, valuation gap, and specific demands.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · Problem1 hit
04
The chart highlights Rubicon (thick black line) dropping significantly below all other tracked entities.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
The diagram illustrates the holding company structure and ownership percentages.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a sum-of-the-parts valuation approach for Rubicon, aggregating equity contributions from TEN and ARBR.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a process flow diagram to illustrate a corporate restructuring proposal.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses a matrix to map biotech product pipeline against end-markets and geographies.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses a map-based layout to contextualize regional market growth for tree equivalents.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Includes two sensitivity tables for DCF valuation (USDm and per share NZD) based on WACC and perpetuity growth rates.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 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
15
Includes additional value sources like tax losses and GST claims.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
01
Spectra Energy Corp (SE)Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
Spectra Energy Corp (SE)Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor 1 hit
03
Includes a specific valuation target of $41-$48 per share.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
04
The slide uses a flow-chart structure to map current business segments to proposed corporate actions.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
05
The slide uses a SOTP framework to justify a target valuation range based on specific corporate actions (drop-downs, IPOs, sales).Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
06
The slide uses annotations to link specific corporate actions (acquisitions, splits, spin-offs) to the divergence in stock performance.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
07
Includes detailed pro-forma valuation tables for the proposed transaction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain1 hit
08
Includes a line chart showing stock performance and a table summarizing absolute price performance over 1, 2, and 3 years.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain1 hit
01
TPC Group Inc. (TPCG)TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
TPC Group Inc. (TPCG)TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor 1 hit
03
The slide uses a bulleted list structure to present arguments against a corporate transaction.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
04
The slide uses a table to demonstrate that most bidders were unsolicited, contradicting the narrative that the process was well-managed.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a list of specific methodological flaws followed by a summary table of the valuation impact.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
Uses CEO quotes from quarterly conference calls to build a case against the current valuation/sale process.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal1 hit
08
The slide uses a combination of bulleted arguments and three distinct financial tables to justify a high exit multiple for an LBO scenario.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
09
The slide uses a peer group of 'Variable Dividend MLPs' to establish a valuation benchmark for TPCG.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit