Matching slides 11,188
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Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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Uses a process-style list on the left to frame the broader activist agenda, with specific focus on 'Cost Management'.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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The slide uses a vertical list of thematic areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the proposed improvements.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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The slide uses a sidebar navigation element to frame the argument within a broader corporate governance critique.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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The slide uses a process-style list on the left to highlight the specific area of critique (Conglomerate Structure).Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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Uses a list-based structure to contrast specific governance failures with a supporting analyst quote.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
10
The slide uses a color-coded legend to map specific ESG factors to broader themes (Product & Life Cycle, Social Impact, Human Capital, Governance).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
12
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
09
The slide uses a timeline to frame corporate actions as a deliberate scheme to transfer value from tracking stock holders to controlling shareholders.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
10
The slide uses a complex organizational chart to illustrate the disparity between economic interest and voting power.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
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The slide uses a line chart to visualize the widening gap between VMW owned shares value and DVMT market value over time.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
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The page is essentially empty, serving as a placeholder or separator in a larger document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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Uses 'orphan' asset framing to justify a spin-off or divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The page is essentially empty, serving as a placeholder or separator in a larger SEC filing document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The page contains only header and footer information, including a date, document reference, page number, and URL.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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This is an activist investor slide arguing for a breakup or spin-off of business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
The page contains only header and footer metadata typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
This appears to be a blank page from an SEC filing exhibit with a header and footer.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
42
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
43
The table highlights 'Limited Corporate Overhead' as the primary interaction between most segments, suggesting no operational synergy.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
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The slide uses a callout box to define and critique the 'wolf pack' clause.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a combination of narrative critique and a supporting data table to frame the board's compensation decisions as irresponsible.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Uses a quote-contradiction framework to undermine the Board's credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a quote from the board to contrast with the negative stock performance data.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit