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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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
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1

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Slide type

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

112,981-113,040 of 319,975

filter-aware
03
The slide outlines the core investment thesis for Sandell Asset Management regarding Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide argues that the market miscategorizes Bob Evans as a restaurant company despite the significant contribution of the BEF Foods segment.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
05
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
06
The chart uses volume (pounds) rather than revenue, which is a key distinction for sales mix analysis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
Uses a before-after-framing style to highlight market misperception.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a sum-of-the-parts logic implication by contrasting restaurant multiples with higher packaged food multiples.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
10
Uses company's own investor presentation data to highlight competitive advantage.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Hypothesis Test1 hit
11
This is an activist investor deck slide arguing for a corporate breakup.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
12
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
13
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
14
The slide uses external media citations to validate the thesis of industry consolidation.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
15
The slide discusses corporate restructuring mechanisms (spin-off, split-off, Reverse Morris Trust) in the context of tax optimization.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
16
The slide uses an external expert opinion to preemptively address tax-related concerns regarding a proposed spin-off.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
17
Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
18
Includes a pro-forma EBITDA and net debt buildup table followed by a 2D sensitivity matrix.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
02
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
03
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
04
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
05
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
06
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
07
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
08
The slide highlights consistent underperformance across all time horizons, emphasizing the gap between operational cash flow and shareholder returns.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
09
The slide uses a red color for 'Discontinued' to emphasize failure.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
10
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
11
The chart highlights a significant drop in OUTR performance at the end of 2015.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
12
The slide uses a peer comparison to demonstrate undervaluation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
13
The slide uses a 2x2 grid of line charts to demonstrate valuation compression and high short interest.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
14
The slide uses red circles to visually anchor the comparison between the 2010 and 2015 price points.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
15
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
16
This is a classic activist investor 'thesis' slide identifying the gap between market price and intrinsic value.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The chart uses a stacked bar for 2015 to break down the components of the $663M loss.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The chart uses a combination of a line chart for stock price and a bar chart for cumulative repurchases to demonstrate poor capital allocation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The chart uses a waterfall-style visualization to aggregate losses.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
20
The slide uses a line chart to visualize the timing of repurchases relative to major stock price drops caused by poor earnings and weak guidance.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
21
The slide uses a logical argument structure to debunk the efficacy of the current capital allocation strategy.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
22
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
23
The slide uses a clear, directive tone typical of activist investor presentations.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
24
The slide uses a bracket to indicate that the range of $125M-$200M represents 75%-100% of free cash flow.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
25
The tables highlight the $125 dividend scenario as a focal point.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
26
The chart uses a waterfall-like distribution of market yields to demonstrate valuation upside for OUTR.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
27
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
28
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
29
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor 1 hit
30
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Action1 hit
31
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Action1 hit
32
The slide uses a chronological list of quotes to demonstrate a pattern of broken promises.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Action1 hit
01
Slide 1
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
02
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
03
Uses red 'X' icons to emphasize negative points.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
04
Uses a rhetorical question callout to highlight the arbitrary nature of the selected start date.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
05
The chart uses a red area fill to emphasize negative performance. The annotation points to a specific date (July 18, 2012) to highlight a 43% decline.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
06
The slide uses negative percentages in parentheses to denote underperformance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
07
Uses a before-after comparison of stacked bar charts to expose data manipulation.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
08
Uses red 'X' icons as bullet points to emphasize negative findings.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
09
Uses a timeline-style layout to show recurring broken promises.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is weak.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
12
The slide uses a timeline framework to build a case of bad faith against the company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit