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slides · global inventory

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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

113,101-113,160 of 319,975

filter-aware
01
Slide 1
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
02
The slide uses a timeline to frame the company's actions as a reactive and opaque response to shareholder pressure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
03
Uses a comparison table structure to clarify voting thresholds and timelines for two different shareholder actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
04
Uses a comparative equation structure to contrast the Board's current valuation with the activist's proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
Uses a simple additive visual structure to show the components of the deal value.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
Uses a contrast-pairs framework to highlight the deficiencies of the incumbent board against the proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
Uses specific valuation math (8.3x EBITDA multiple) to illustrate shareholder value impact.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
09
Uses a contrast-pairs framework to highlight the incumbent board's failures versus the proposed board's potential.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
12
The slide uses a 'cohesive team' framing to link individual bios to a set of five strategic capabilities.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
13
The slide outlines a governance structure including a new Compliance & Quality Committee.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
14
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
15
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
16
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
17
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 1 hit
08
The chart highlights two recession periods (2001-2002 and 2008-2009) to demonstrate industry stability.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
The chart compares ADT against Verizon, AT&T, DirecTV, DISH, and Cable industry estimates from 2007 to 2012E.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
The slide highlights financial performance trends including the impact of the Brinks acquisition.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
11
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
12
The table compares three financial scenarios (Base, Upside, Downside) across various metrics including Target Price, EBITDA, Debt, and P/E ratios.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
13
The slide argues that ADT's cash flow profile is similar to REITs and should be valued using AFFO multiples.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
14
The slide compares two methodologies for calculating free cash flow: one excluding price increases (AFFO) and one including them (bond methodology).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
15
The slide uses a hierarchical bulleted list to categorize value creation strategies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a hub-and-spoke diagram to show the integration of various services into the Pulse platform, and a growth trajectory chart to illustrate revenue expansion over time.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
This slide is from a Corvex Management presentation regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
18
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
19
The slide uses two charts to illustrate margin performance and cost efficiency.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
20
The slide uses a red dashed box to highlight the specific SG&A metrics being compared across companies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
21
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
22
This is an activist investor presentation slide (Corvex Management LP) advocating for capital structure optimization.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
23
This is an activist investor slide from Corvex Management regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
24
The slide uses a flow-chart style diagram to show capital allocation strategy.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between coupon rates and current market yields to support the argument for debt-equity optimization.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
26
The table includes specific company data, sector averages (Cable/Satellite, Telco, REIT, Utilities, Staples), and summary statistics (Mean, Median).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
27
The chart uses color coding to distinguish between specific companies (Vivint, Securitas, Monitronics, Protection 1, ADT) and broader industry sectors (Sector Group Median, Cable, Satellite, and Telecom).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
28
Uses a simple additive equation structure to communicate value creation.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
29
The table demonstrates the sensitivity of share price to Net Debt/EBITDA ratios, illustrating the 'equity shrink' effect.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
30
The slide uses a screenshot of a Bloomberg terminal chart as the primary evidence.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
31
The chart highlights specific companies (ADT, Monitronics) against sector medians.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
32
The chart compares ADT's levered FCF yield against a peer group of cable, satellite, telecom, and other sectors.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
33
The chart highlights ADT and Monitronics specifically within the peer group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
34
The chart uses a 'bond methodology' including pricing add-backs to normalize the yield comparison.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
35
The chart highlights ADT in red and Monitronics in purple, with a specific annotation for ADT regarding growth capex.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
37
The chart uses color coding to distinguish between the specific company (ADT) and the broader sector group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
38
The chart uses color coding to distinguish between specific companies (ADT, Monitronics) and sector groups.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
39
The chart uses color coding to distinguish between sector medians, cable/satellite/telecom, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
40
The chart highlights ADT's performance at different leverage levels compared to cable, satellite, telecom, REITs, utilities, consumer staples, and MLPs.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
41
The chart highlights that ADT is trading at a lower multiple (46.0x) compared to recent precedent transactions (54.1x - 57.1x).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
42
This slide is part of an investor presentation by Corvex Management LP.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
43
This slide is part of an activist investor presentation (Corvex Management) justifying why the company should prioritize growth investment over immediate cash flow.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
44
The slide uses direct quotes from ADT's own investor presentations to build credibility.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
45
This slide is part of an activist investor presentation (Corvex Management LP) regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
46
Includes a quote from Kathryn A. Mikells dated 9/18/12.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
47
This is an investor presentation slide from Corvex Management regarding ADT.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
48
This is a slide from a Corvex Management presentation arguing against a potential market expansion by cable companies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
49
The slide uses a list of negative attributes to discredit the cable industry as a benchmark.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
50
The slide uses a simple additive and causal flow to summarize the investment thesis.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Satisfaction1 hit