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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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
113,041-113,100 of 319,975
01
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor 1 hit
03
The slide features a minimalist design with a dotted line and circles, likely representing a growth or process trajectory.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a logo grid to demonstrate board experience.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
05
The slide uses a metaphor of a toolbox to represent organizational capabilities.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
06
The slide uses a logo-grid to establish credibility through past investment success.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context1 hit
07
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor 1 hit
08
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Loop · Golden Circle1 hit
09
The slide uses a 'Lean Into Parks' tag, suggesting it is part of a larger activist campaign.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
11
The slide uses a hub-and-spoke diagram to show the competitive pressure on the consumer.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
12
The slide uses a 'villain' framing for Netflix, contrasting it against the 'Studios' (Disney, WBD, NBCU, Paramount).The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
13
The slide uses a watermark '10X EBITDA' across the center. It highlights the shift to bundled/subscription services for these firms.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
14
The chart illustrates the increasing engagement over time, particularly driven by the expansion of the bundle.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
15
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
16
The slide uses a three-column layout to present a timeline of strategic events.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
17
The slide uses a three-column layout to present chronological events with supporting press release snippets.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
18
The slide uses a news-style summary to illustrate a collaborative precedent in the media industry.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
19
Includes a watermark 'www.10XEBITDA.com' in the center.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
01
This is a SEC filing exhibit cover page.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
02
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
03
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
04
Includes footnotes regarding financial data sources and adjustments.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
05
The slide uses a bulleted list to outline the investment thesis, with a specific callout box emphasizing the need for capital structure change.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide argues that market inefficiencies are temporary and correctable, framing the investment opportunity.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a donut chart to show market share and a bar chart to compare market penetration across different home services.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
14
Uses a classic 'Claim vs. Reality' structure to frame the board's offer as disingenuous.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
15
Uses a bar chart to visually demonstrate that the activist owns more shares than the entire board combined.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
16
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
18
The slide uses a comparison matrix structure to validate the nominees' qualifications for the board.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
19
Includes a preemptive defense regarding Unwired Planet stock performance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
20
Includes stock performance charts and bulleted lists of accomplishments for each company.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
01
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
02
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
03
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
04
The slide uses academic citations to establish a baseline of historical corporate governance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
05
The slide uses a 2x2 matrix to illustrate the interaction between governance quality and shareholder activism levels.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
06
Originally conceived by VAC investor Nancy Donohue.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
07
The diagram depicts a flywheel-like process involving Quality business, Access, Relationship, Board Service, and Value Creation.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
08
The slide uses a table to map business attributes (Pricing Power, Industry Structure, Barriers to Entry) to specific company examples.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
09
The chart highlights the significant divergence between the broader market and the financial sector, particularly following the 2008 financial crisis.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
10
Uses a checkmark overlay on boxes to signify selection criteria.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
11
The slide uses a stacked bar chart to show revenue breakdown by segment over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProductLoop · Cost Of Inaction1 hit
12
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
13
The chart compares two different study vintages (2011 vs 2012) to show how maturity projections have shifted over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
16
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
17
Uses a vertical arrow-based list structure to categorize competitive advantages.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
18
Uses a before-after visual structure to highlight business model shift.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Loop · Before After1 hit
19
The chart uses a combination of bar and line charts to show the inverse relationship between rent growth and vacancy rates.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
20
The chart uses floating bars to represent yield ranges for different investment strategies within each asset class.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
21
Red oval annotation highlights the 2004 data point for comparison.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
22
The chart uses a stacked bar format to show the composition of lenders (Banks, CMBS, Life Cos, Other) over time.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
23
The slide uses a visual metaphor of darts hitting a board labeled 'RETURNS' to represent threats.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
24
The table shows high concentration of revenue/profit in core business segments for Motorola Solutions, Adobe, and Moody's.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
25
The slide uses a table to illustrate how cyclical companies manage leverage and revenue stability.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit