Activist Investors, Ratings & Market Cap: Visualizing A Small Dataset With Multiple Metrics

Featured in a Moody’s Investor Service report titled Shareholder Activism 2015: North American Non Financial Corporates, published 09 April 2015.

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Exhibit 5, which I consider the thesis chart of this report, organizes the 75 companies we were looking at by rating, sector and by the activist investor that’s currently meddling in their business. I do think this particular chart would have worked better if only one activist investor was highlighted at any time, using basic interactivity.

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In Exhibit 1, I broke apart a stacked bar chart and joined adjacent stacks to make it easier to see the changing trends between 2013-2014.