slides · global inventory
Consultants Gambit
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 39,432
Current window 28,531-28,560
Pages 1,315
Rows per page 30
Arc
28,531-28,560 of 39,432
01
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context1 hit
02
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & Context1 hit
03
The table compares IEP against Berkshire, Leucadia, Loews, S&P 500, Dow Jones, and Russell 2000.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
04
The slide uses a bulleted list structure to present qualitative arguments for activism followed by quantitative performance metrics.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
05
The slide serves as a foundational narrative for the activist strategy, citing specific historical performance metrics and investment examples.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
06
The slide outlines the investment philosophy of Icahn Enterprises, emphasizing the use of activist pressure to force M&A activity among cash-rich, underperforming companies.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
07
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
08
The slide provides a snapshot of the holding company's diversified portfolio and financial health.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
09
The slide uses a hierarchical tree structure to map ownership stakes across multiple industries.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
10
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a dual-row timeline structure to show events above and below the central year-return axis.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
12
The slide uses a process-flow style layout to describe the activist investment lifecycle.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
13
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
14
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
15
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
16
Includes detailed financial table for 2012-2015 and LTM June 30, 2015.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
17
The slide combines a bar chart for performance and three tables for portfolio composition.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a shareholder letter from Starboard Value to Autodesk.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The slide uses analyst quotes to validate the activist's thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
05
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
06
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
02
This is a page from a shareholder letter (activist investor Starboard Value). It uses narrative to expose management's broken promises and the Board's defensive tactics.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Anchor1 hit
03
This is the final page of a shareholder letter, serving as a call to action for the upcoming annual meeting.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Anchor1 hit
04
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Anchor1 hit
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Anchor1 hit
01
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) to Macy's board.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
01
This is a formal activist investor letter.Mercury Systems Inc. (MRCY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit