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
Icahn Capital LP and Deason Capital Services, LLC · activist-deck

Icahn Enterprises | Activist Presentation Deck | 44 slides

44 pages · 3 arc beats · 3 loops

Activist-Deck Download JSON
Unlock

Icahn Enterprises | Activist Presentation Deck | 44 slides

Icahn Capital LP and Deason Capital Services, LLC · 2018-04
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— 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 37 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 20 slides 100% 20/20 slides 100% 20/20 slides · 99 hits
— 0/20 slides
10% 2/20 slides 85% 17/20 slides · 19 hits 100% 20/20 slides 40% 8/20 slides The Struggle 15 slides 100% 15/15 slides 100% 15/15 slides · 70 hits
— 0/15 slides
26.7% 4/15 slides · 5 hits 86.7% 13/15 slides 100% 15/15 slides 80% 12/15 slides The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides
— 0/2 slides

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
Includes images of Time and Forbes magazine covers featuring Carl Icahn.introduce_nominees
Open slide detail
04
The slide serves as a credentialing document for a board nominee or activist leader.introduce_nominees
Open slide detail
05
front_matter
Open slide detail
06
The slide uses a structured table format to present arguments across four distinct sections.summarize
Open slide detailBeat · The Monster
07
summarize
Open slide detailBeat · The Monster
08
Includes a line chart with annotations for key corporate events (Icahn stake, spin-off announcement, spin-off completion).compare_peers
Open slide detailBeat · The MonsterLoop · Pattern Hunter
09
Uses a waterfall bridge to visualize the discrepancy between management's narrative and financial reality.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
10
The slide uses a red box and an arrow callout to emphasize the discrepancy between reported cost savings and actual margin impact.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
11
Uses a quote from a director to validate the claim of intentional deceit.expose_contradiction
Open slide detailBeat · The Monster
12
Uses a causal flow diagram to show how two specific leverage points lead to a strategic conclusion.expose_contradiction
Open slide detailBeat · The Monster
13
Uses a flow-chart style layout to contrast board claims against reality and expert opinion.expose_contradiction
Open slide detailBeat · The Monster
14
The slide uses a nested bulleted list to detail specific failures, referencing other slides in the deck for evidence.expose_contradiction
Open slide detailBeat · The Monster
15
The slide uses a table-like structure to list specific grievances against the deal.transition
Open slide detailBeat · The Monster
16
Uses a process flow to demonstrate how Xerox effectively funds its own acquisition by Fujifilm.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
17
Uses a 'before-after' or 'comparison' structure to expose valuation discrepancies.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
18
The slide highlights a discrepancy in valuation multiples between Xerox and Fuji Xerox to argue undervaluation.show_valuation_bridge
Open slide detailBeat · The MonsterLoop · The Reveal
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue trends to highlight underperformance.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
20
Uses a news clipping and a rhetorical question to frame the contradiction.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
21
The slide uses a comparative valuation framework to challenge the proposed 49.9% ownership stake.show_valuation_bridge
Open slide detailBeat · The Monster
22
The slide uses a red box to highlight the core argument and a table to contrast valuation metrics.expose_contradiction
Open slide detailBeat · The Monster
23
The slide uses a specific cash flow derivation to argue that the deal undervalues Xerox.show_valuation_bridge
Open slide detailBeat · The Monster
24
Uses a combination of data points and contradictory statements from management vs. legal filings to build the case.expose_contradiction
Open slide detailBeat · The Monster
25
Uses a visual metaphor of a crashing arrow and burning money to emphasize the negative outcome.preempt_rebuttal
Open slide detailBeat · The Monster
26
transition
Open slide detailBeat · The Struggle
27
propose_solution
Open slide detailBeat · The StruggleLoop · Before After
28
The slide uses a matrix structure to contrast current revenue streams with a large, untapped market opportunity.size_opportunity
Open slide detailBeat · The StruggleLoop · Before After
29
The slide highlights a market opportunity by identifying PC manufacturers without a printer business.compare_peers
Open slide detailBeat · The StruggleLoop · Before After
30
The slide uses a table of GIS companies and their competitor portfolios, a map of dealer footprints, and a screenshot of a website to prove the contradiction.expose_contradiction
Open slide detailBeat · The StruggleLoop · Before After
31
The slide highlights the complexity of the customer journey, specifically the 'confusing' nature of the distribution network.diagnose_problem
Open slide detailBeat · The StruggleLoop · Before After
32
The slide uses a transition arrow to suggest a strategic shift from the current Xerox model to a more efficient traditional model.compare_peers
Open slide detailBeat · The StruggleLoop · Before After
33
The slide uses a 'villain' framing for Xerox's management failure to monetize its own R&D.expose_contradiction
Open slide detailBeat · The StruggleLoop · Before After
34
Includes a quote from Steve Jobs regarding Xerox's missed potential.expose_contradiction
Open slide detailBeat · The StruggleLoop · Before After
35
The slide uses a combination of quantitative data (donut charts) and qualitative evidence (CEO/CTO quote) to support the thesis.expose_contradiction
Open slide detailBeat · The StruggleLoop · Before After
36
The slide uses a call-to-action as a footer to frame the data as a leverage point for negotiation.expose_contradiction
Open slide detailBeat · The StruggleLoop · Before After
37
expose_contradiction
Open slide detailBeat · The StruggleLoop · Before After
38
Uses a dual-waterfall structure to bridge from 2017 cost structure to 2018 EBIT improvement.quantify_opportunity
Open slide detailBeat · The StruggleLoop · Before After
39
The slide highlights the value gap between the proposed transaction (~$28/share) and the activist's plan ($54-$64/share).transition
Open slide detailBeat · The Struggle
40
Includes a bridge calculation for the $59 illustrative total value.show_valuation_bridge
Open slide detailBeat · The Struggle
41
Uses a 'Tale of the Tape' format to contrast two valuation scenarios.compare_peers
Open slide detailBeat · The Victory
42
closing_ask
Open slide detailBeat · The Victory
43
appendix
Open slide detail
44
introduce_nominees
Open slide detail