anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Carl C. Icahn · activist-deck

Dell Technologies (Class V / DVMT tracking stock) (DVMT)

20 pages · 3 arc beats · 0 loops

Activist-Deck Download JSON
Unlock

Dell Technologies (Class V / DVMT tracking stock) (DVMT)

Carl C. Icahn · 2018-11
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 10 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 4 slides 100% 4/4 slides 100% 4/4 slides · 28 hits
— 0/4 slides
75% 3/4 slides 75% 3/4 slides 100% 4/4 slides
— 0/4 slides
Agitate 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides · 4 hits 100% 3/3 slides
— 0/3 slides
Solution 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides
— 0/3 slides

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
This is a classic activist investor 'vote no' slide, framing the deal as a bad trade and highlighting the discrepancy between the offer price and the underlyingsummarize
Open slide detail
05
Uses aggressive, activist-style language ('magical accounting', 'hoodwinking', 'pernicious governance').expose_contradiction
Open slide detailBeat · Problem
06
The slide uses a valuation bridge to expose a discrepancy in the deal terms.show_valuation_bridge
Open slide detailBeat · Problem
07
This slide serves as a summary of the activist's position against the Dell/DVMT merger.frame_situation
Open slide detailBeat · Problem
08
The slide uses a timeline-annotated line chart to demonstrate the persistent discount of DVMT relative to VMW.frame_problem
Open slide detailBeat · Problem
09
The slide uses a timeline to frame corporate actions as a deliberate scheme to transfer value from tracking stock holders to controlling shareholders.expose_contradiction
Open slide detailBeat · Agitate
10
The slide uses a complex organizational chart to illustrate the disparity between economic interest and voting power.expose_contradiction
Open slide detailBeat · Agitate
11
The slide uses a line chart to visualize the widening gap between VMW owned shares value and DVMT market value over time.expose_contradiction
Open slide detailBeat · Agitate
12
The slide uses aggressive, confrontational language typical of activist investor presentations.preempt_rebuttal
Open slide detail
13
Includes a Statista chart on PC market decline and a valuation bridge table comparing implied vs. management-claimed share prices.show_valuation_bridge
Open slide detail
14
Uses quotes from Deutsche Bank, ISS, and Bloomberg to build a case against the proposed transaction.expose_contradiction
Open slide detail
15
This slide outlines the legal strategy of Icahn Capital to challenge Dell's corporate actions.preempt_rebuttal
Open slide detail
16
Uses quotes from management to contradict the 'turnaround' narrative.preempt_rebuttal
Open slide detail
17
The slide uses a valuation build-up to justify a price target of $250-$300 per share, referencing IBM's acquisition of Red Hat as a precedent.show_valuation_bridge
Open slide detail
18
This is an activist slide from Icahn Capital L.P. criticizing the Dell/VMware transaction.state_demand
Open slide detailBeat · Solution
19
Includes logos of past investments and magazine covers featuring Carl Icahn.introduce_nominees
Open slide detailBeat · Solution
20
This is a classic activist investor proxy solicitation slide.closing_ask
Open slide detailBeat · Solution