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
114,481-114,540 of 319,975
01
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & Context1 hit
02
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & Context1 hit
03
The slide serves as a corporate profile and track record summary.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & Context1 hit
04
Includes a Reuters news clipping as a visual anchor for the transaction announcement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
05
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
06
The slide uses a timeline to establish a narrative of value creation through activism.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
07
Uses a simple additive equation to demonstrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
08
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
09
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
10
The chart uses a waterfall structure to show how individual synergy categories (Procurement, G&A, Operational, Growth, Financial) sum up to a total of $650M.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
11
The slide uses a waterfall-bridge style logic for the EPS accretion visualization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
12
Includes a table of proforma valuation metrics and a line chart comparing historical NTM EBITDA multiples.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Iceberg1 hit
13
The chart uses a waterfall bridge to illustrate value creation.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
14
The table highlights a central range of EBITDA ($4,450-$4,500) and EBITDA multiples (11.0x-11.5x).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
15
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
03
The slide highlights Forward Air's underperformance relative to peers in both operating ratio and EBIT per ton metrics.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
04
The slide highlights a negative delta in cost vs. pricing for Forward Air compared to positive deltas for peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
05
The slide uses a comparison table to argue that Forward Air's revenue growth is not translating into earnings growth compared to industry peers.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
The slide uses a table to highlight a specific discrepancy in financial performance metrics to critique management's operational efficiency.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
The slide uses data to argue that the company's acquisition strategy has been detrimental to core operating performance.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a table to contrast historical earnings release times with the 4Q20 release time to highlight an anomaly.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
This is a page from a shareholder letter/presentation, likely part of a proxy contest.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
The slide uses historical data to contrast past performance with current performance, implying a decline in the latter.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Analogy1 hit
11
The chart includes a callout box highlighting ROIC improvement from 2000 to 2006.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
02
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
03
The slide serves as a firm introduction and credibility builder.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
04
The slide uses a three-part structure: support for the deal, rationale for value creation, and a direct attack on the opposing activist (Luxor).Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Setup1 hit
05
The chart uses a waterfall bridge to decompose the value creation drivers.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
06
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
07
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
08
Includes a headshot of Ann Fandozzi and a stock performance chart comparing RBA to S&P 500.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ComplicationLoop · Aha Moment1 hit
09
The slide uses a competency matrix to validate the management team's fit for the post-merger entity.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · EvidenceLoop · Aha Moment1 hit
10
Includes a matrix showing skill alignment for six board members.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
11
The table includes both announced cost synergies and potential revenue/growth opportunities.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
12
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
13
The chart bridges the current stock price to a proforma target price through specific operational and valuation levers.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
14
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
15
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
16
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
17
The slide uses a split-layout to contrast market insulation with business model attractiveness, supported by a map and a bar chart.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
18
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
19
The slide uses a grid of quote boxes to build credibility for the proposed transaction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
20
The slide uses a quote from a CNBC Mad Money interview to validate management's strategic direction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
21
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
22
Uses a visual metaphor (masquerade) to undermine the credibility of the opponent.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
01
This is a formal letter addressed to the Chairman of the Surface Transportation Board.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
Includes signatures of Frederick D. DiSanto and James Chadwick.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 1 hit
02
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 1 hit
03
The slide uses a two-column layout to contrast firm background with specific case study outcomes.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 1 hit
04
Includes a comparison table of pre-deal vs proforma financials and a map illustrating the 'grounding an airline freight move' concept.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 1 hit
05
The slide uses a dual-row timeline structure to map key events, settlements, and public communications.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & Complication1 hit
06
The slide outlines the deal structure, including enterprise value, equity dilution, and leverage metrics.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & Complication1 hit
07
The slide uses a 'villain' framing by labeling the CEO as 'Chief Value Destroyer' and citing negative press coverage.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a 'X' icon for each point, emphasizing the negative nature of the arguments.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses a screenshot of a FreightWaves article to provide external validation of the legal situation.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
10
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
11
The chart uses a waterfall-bridge structure to show how the current share price of $73 reaches a base case of $142 through four distinct value-add steps.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
12
Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Action1 hit