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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 14,131-14,160
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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14,131-14,160 of 26,550

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03
The slide uses a table to highlight shifting valuation figures across four different time periods, framing the activist's changing arguments as a 'switcheroo'.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · ProblemLoop · Aha Moment1 hit
09
The slide uses a 'villain' framing to discredit JANA's financial analysis.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · AgitateLoop · The Reveal1 hit
10
This is a rebuttal slide targeting an activist investor's (JANA) valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
48
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
49
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
50
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
51
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
52
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
53
The slide emphasizes that Glenview is not a typical activist fund, highlighting their long-term investment history.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
54
Standard activist investor legal disclosure page.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
07
This is a classic activist investor 'diagnosis' slide, framing the company's issues as structural rather than cyclical.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The slide uses a 'villain' critique approach by highlighting the lack of synergy between business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The page contains only header and footer metadata.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The McGraw-Hill Companies (MHP)The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a logo-grid to represent the portfolio components and a callout box to frame the strategic challenge.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide highlights the disparity between the high-performing S&P Ratings segment and the lower-performing Education segment.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The page appears to be a placeholder or a blank page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Includes a table comparing financial metrics (Revenue, EBIT, CapEx, margins) for 2008-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit