Icahn Enterprises | Activist Presentation Deck | 37 slides — playbook

Icahn Enterprises | Activist Presentation Deck | 37 slides

Icahn Enterprises · 2023-04

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

5

coverage by narrative range · generated from this deck JSON

Narrative range 40 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Hook 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits

— 0/4 slides

100% 4/4 slides · 5 hits 75% 3/4 slides 100% 4/4 slides

— 0/4 slides

Expose Contradiction 19 slides 100% 19/19 slides 100% 19/19 slides · 97 hits

— 0/19 slides

5.3% 1/19 slides 94.7% 18/19 slides 100% 19/19 slides · 24 hits 73.7% 14/19 slides Villain Critique 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits

— 0/5 slides

— 0/5 slides

80% 4/5 slides 100% 5/5 slides · 10 hits 20% 1/5 slides Propose Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

— 0/1 slides

100% 1/1 slides 100% 1/1 slides

— 0/1 slides

Appendix 11 slides 100% 11/11 slides 100% 11/11 slides · 50 hits

— 0/11 slides

54.5% 6/11 slides · 8 hits 63.6% 7/11 slides 100% 11/11 slides 9.1% 1/11 slides

Slide inventory

37

every slide · same image gating as the playbook

01

front_matter

Open slide detail

02

front_matter

Open slide detail

03

The slide uses a strong, accusatory tone to frame the narrative of mismanagement.summarize

Open slide detailBeat · Hook

04

The slide uses strong, accusatory language to frame the narrative against the current board and CEO.summarize

Open slide detailBeat · Hook

05

The slide uses aggressive, accusatory language to frame the board's actions as a breach of fiduciary duty.diagnose_problem

Open slide detailBeat · Hook

06

The slide uses a Shakespearean allusion ('Something is rotten in the state of...') to frame the company's crisis.summarize

Open slide detailBeat · Hook

07

The slide uses a red arrow to visually emphasize the negative trend.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

08

The slide uses a dual-chart layout to isolate performance against specific industry segments.compare_peers

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

09

The slide uses a dual-chart layout to isolate performance against two different peer groups.compare_peers

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

10

The slide uses a dual-row timeline to contrast corporate actions with regulatory responses.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

11

cite_precedent

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

12

The slide uses external authority citations to frame the company's actions as risky and ill-advised.cite_precedent

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

13

Uses a direct quote to frame the company's actions as a regulatory breach.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

14

The slide uses authority citation to undermine current management's strategic decisions.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

15

expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Logic Chain

16

The slide highlights a specific governance failure regarding tax structuring and lack of disclosure.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

17

Uses a direct quote from academic researchers to undermine the strategic rationale of the acquisition.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

18

Uses rhetorical questions to frame the board's actions as evidence of bad faith.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

19

Uses direct quotes as evidence to frame management's behavior as stubborn or misaligned with regulatory interests.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

20

Uses red 'X' overlays on headshots to signify departure/failure.name_villain

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

21

The slide uses a dual-axis chart to contrast rising R&D investment with slowing growth metrics.expose_contradiction

Open slide detailBeat · Expose Contradiction

22

The slide uses a red arrow to visually emphasize the downward trend in margins.expose_contradiction

Open slide detailBeat · Expose Contradiction

23

The red 'X' marks over the headshots are a visual metaphor for removal or lack of independence.expose_contradiction

Open slide detailBeat · Expose Contradiction

24

Focuses on governance failure and conflict of interest.name_villain

Open slide detailBeat · Expose Contradiction

25

Uses a before-after-framing style to highlight the contradiction between executive pay and shareholder value.expose_contradiction

Open slide detailBeat · Expose Contradiction

26

propose_solution

Open slide detailBeat · Propose Solution

27

appendix

Open slide detailBeat · Appendix

28

cite_precedent

Open slide detailBeat · Appendix

29

The slide uses a timeline framework to frame the CEO's tenure as a series of strategic failures.summarize

Open slide detailBeat · Appendix

30

The slide uses a red dashed box to highlight the 2022 total compensation figure.expose_contradiction

Open slide detailBeat · AppendixLoop · Cost Of Inaction

31

The slide uses a bar chart comparison to highlight the scale disparity between the subject company and its peers.compare_peers

Open slide detailBeat · Appendix

32

compare_peers

Open slide detailBeat · Appendix

33

Uses a numbered callout system to map specific corporate events to stock price movements.expose_contradiction

Open slide detailBeat · Appendix

34

Uses irony and direct quotes to undermine the subject's credibility.expose_contradiction

Open slide detailBeat · Appendix

35

appendix

Open slide detailBeat · Appendix

36

summarize

Open slide detailBeat · Appendix

37

other

Open slide detailBeat · Appendix