anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Consultants Gambit

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

Search Insights JSON Unlock
Matching slides 39,432
Current window 27,331-27,360
Pages 1,315
Rows per page 30
Arc: Consultants Gambitclear collectionreset all
18 30 60

Arc

27,331-27,360 of 39,432

filter-aware
09
The slide uses a 'Lean Into Parks' tag, suggesting it is part of a larger activist campaign.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
11
The slide uses a hub-and-spoke diagram to show the competitive pressure on the consumer.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
12
The slide uses a 'villain' framing for Netflix, contrasting it against the 'Studios' (Disney, WBD, NBCU, Paramount).The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
13
The slide uses a watermark '10X EBITDA' across the center. It highlights the shift to bundled/subscription services for these firms.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
14
The chart illustrates the increasing engagement over time, particularly driven by the expansion of the bundle.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
15
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
16
The slide uses a three-column layout to present a timeline of strategic events.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
17
The slide uses a three-column layout to present chronological events with supporting press release snippets.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
18
The slide uses a news-style summary to illustrate a collaborative precedent in the media industry.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
19
Includes a watermark 'www.10XEBITDA.com' in the center.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
01
Slide 1
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
02
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
03
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
04
Includes logos of Crown Castle and Corvex Management at the bottom.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
05
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
06
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & Complication1 hit
07
The slide uses a contrast-pairs approach to highlight investor concerns.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
The slide uses a bulleted list structure to frame the investment thesis and the specific problems with current management strategy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide presents a binary choice (high dividend vs. high leverage) and frames the current state as the 'worst outcome'.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
The 'Status Quo' column is visually crossed out with a red X to indicate rejection.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
11
Includes a circular diagram representing a flywheel or virtuous cycle of capital allocation.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
12
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
13
Uses a CFO quote to frame the company's current strategy before providing a rebuttal.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
The chart highlights the valuation gap between CCI and other tower transactions.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide outlines a specific financial framework for capital allocation, including leverage targets and growth expectations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Includes a disclaimer note at the bottom regarding 2015 AFFO projections and dividend exclusion in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Includes a disclaimer regarding conservative guidance and exclusion of dividends in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
18
The slide uses a combination of a data table and a bar chart to illustrate that CCI's current yield is an outlier compared to peers, suggesting it should trade at a lower yield (higher price).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
The table compares Crown Castle (CCI) against various peer groups (Data Center REITs, Outdoor REITs, Wireless, and Wireline).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit