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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 14,221-14,250
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

14,221-14,250 of 26,550

filter-aware
08
The slide uses a narrative of board incompetence and value destruction to justify a director nomination.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
Uses a specific case study to undermine board credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a two-column layout to contrast the board's dismissal with the strategic rationale for the merger.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
Uses a multi-stage process flow to demonstrate the circular nature of the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
17
Uses a comparison table to expose a valuation gap.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
18
The slide highlights the discrepancy in valuation multiples between Fuji Xerox and Xerox as presented by management.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
20
Includes a news clipping image and footnotes referencing specific investigative reports and SEC filings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
21
The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
22
Uses a red box callout to highlight the core argument against Xerox's valuation assumptions.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses a specific 'Net Contributed Cash Flow' calculation to argue the deal is undervalued.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
24
Uses a 'villain' framing to highlight the risk of minority shareholder oppression.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
25
Uses a downward arrow graphic to represent value destruction, culminating in a pile of burning money.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
26
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
27
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
28
The slide uses a matrix structure to contrast current revenue against a 'white space' growth opportunity.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
29
The slide highlights a strategic opportunity to partner with PC OEMs that lack a print presence.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
30
The slide uses a table of GIS companies, a map of dealer footprints, and a website screenshot to prove the contradiction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
31
The slide highlights the complexity of the current distribution network, contrasting direct sales with a multitude of online resellers.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
32
The slide uses a comparison framework to justify a shift in distribution strategy.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a 'villain' critique approach by framing Xerox's management as having failed to capitalize on its own R&D assets.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
34
The slide uses a 'villain' narrative (Xerox management) to justify an activist intervention.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Includes a quote from Steve Hoover (CTO of Xerox) to support the R&D value argument.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The slide uses the data to argue for leverage in renegotiating joint venture agreements.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Uses a table to demonstrate that sourcing from competitors is common industry practice.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a dual-waterfall structure to connect current cost structure to future margin expansion.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
The slide uses a list-like structure to show the deck's progression, highlighting the current section.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The slide uses a 7.0x multiple as the base case for the bridge calculation.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
The slide uses a 'Tale of the Tape' format to contrast transaction value vs standalone value, highlighting the lack of a control premium in the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask1 hit
42
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask1 hit