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Icahn Capital · activist-deck

Icahn Enterprises | Activist Presentation Deck | 20 slides

20 pages · 0 arc beats · 0 loops

Activist-Deck Download JSON
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Icahn Enterprises | Activist Presentation Deck | 20 slides

Icahn Capital · 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.
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 20 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 20 slides 100% 20/20 slides 100% 20/20 slides · 114 hits
— 0/20 slides
30% 6/20 slides · 7 hits 55% 11/20 slides
— 0/20 slides
— 0/20 slides

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
front_matter
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03
front_matter
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04
Uses strong, emotive language ('insulting', 'vastly inferior', 'over-levered') to frame the narrative.expose_contradiction
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05
Uses strong, emotive language ('magical accounting', 'hoodwinking', 'pernicious governance') typical of activist investor decks.expose_contradiction
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06
The slide uses a red dashed box to highlight the $89.89 valuation.show_valuation_bridge
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07
The slide uses a strong call-to-action box at the bottom to summarize the activist's stance.frame_situation
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08
The chart highlights key corporate events and their impact on the tracking stock discount.expose_contradiction
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09
The slide uses a timeline to frame a narrative of corporate malfeasance and value transfer.expose_contradiction
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10
The slide uses a hub-and-spoke diagram to illustrate the complex ownership structure of Dell Technologies and its tracking stock.diagnose_problem
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11
Uses a line chart with shaded area to visualize the widening valuation gap over time.expose_contradiction
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12
The slide uses a combination of bullet points and a numbered list to outline the risks of the proposed IPO, concluding with a legal warning.preempt_rebuttal
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13
Uses a Statista chart to show PC market decline and a custom table to calculate the implied share price vs management's claim.expose_contradiction
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14
Uses third-party quotes to build credibility for the activist position.expose_contradiction
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15
The slide uses legal terminology to argue that the threat of a forced IPO conversion is empty.preempt_rebuttal
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16
Uses management's own quotes to contradict their public narrative of financial strength.name_villain
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17
The slide uses a comparable company analysis approach to justify a higher valuation for VMware, referencing the IBM/Red Hat deal as a precedent.show_valuation_bridge
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18
This is an activist investor slide (Icahn Capital) criticizing a corporate transaction.state_demand
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19
Includes logos of past investments and magazine covers featuring Carl Icahn.introduce_nominees
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20
closing_ask
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