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icahn-southwest-gas-presentation-november-2021 · activist-deck

Icahn Southwest Gas Presentation November 2021

18 pages · 3 arc beats · 0 loops

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Icahn Southwest Gas Presentation November 2021

icahn-southwest-gas-presentation-november-2021 · 2021-11
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

3
coverage by narrative range · generated from this deck JSON
Narrative range 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
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100% 5/5 slides 100% 5/5 slides
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Agitate 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
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100% 5/5 slides 100% 5/5 slides
— 0/5 slides
Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
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100% 2/2 slides 100% 2/2 slides
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Slide inventory

18
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
other
Open slide detail
04
frame_situation
Open slide detail
05
The chart highlights the underperformance of SWX relative to peers (ATO, NI, OGS, SR) during the CEO's tenure.compare_peers
Open slide detailBeat · Problem
06
The chart highlights a clear divergence where SWX remains flat while peers show strong growth.compare_peers
Open slide detailBeat · Problem
07
The chart highlights SWX in a distinct color (grey) compared to the blue bars of its peers.compare_peers
Open slide detailBeat · Problem
08
The chart uses a dual-axis approach to contrast G&A spending (bars) against customer growth (line).expose_contradiction
Open slide detailBeat · Problem
09
Uses direct quotes from regulatory filings to build a case against management.expose_contradiction
Open slide detailBeat · Problem
10
Uses direct quotes from Moody's, Fitch, and S&P to validate the activist's thesis regarding poor capital allocation and risk management.cite_precedent
Open slide detailBeat · Agitate
11
The chart uses a trend arrow to emphasize the upward trajectory of compensation despite the stated underperformance.expose_contradiction
Open slide detailBeat · Agitate
12
The slide uses a table to expose board composition issues and includes callout boxes to attack specific directors and the board's overall experience profile.name_villain
Open slide detailBeat · Agitate
13
Uses a contrast-pair framework to highlight the company's outlier behavior compared to peers.expose_contradiction
Open slide detailBeat · Agitate
14
The slide uses a rhetorical 'Why' structure to frame the acquisition as a failure of management judgment.name_villain
Open slide detailBeat · Agitate
15
Uses a Bloomberg terminal screenshot as the primary data source.expose_contradiction
Open slide detail
16
The slide uses a list-based structure to contrast the activist's constructive proposals against the company's defensive actions (poison pill, rejection).propose_solution
Open slide detailBeat · Solution
17
propose_solution
Open slide detailBeat · Solution
18
The chart uses a waterfall-style bridge to illustrate value creation components.show_valuation_bridge
Open slide detail