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Complication
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9,961-9,990 of 25,056
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The slide uses a custom '5 C's' framework to categorize the activist's agenda.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
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Includes a quote about Barry Rosenstein from a CEO.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
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Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
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Uses a 'Before/After' framework to demonstrate the efficacy of activist intervention.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
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Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
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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
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The background image depicts pigs in gestation crates, establishing a critical tone regarding animal welfare.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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This slide serves as the opening thesis statement for the activist deck.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The timeline highlights a pattern of broken commitments and defensive responses from McDonald's.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a grid of six cards to categorize board failures.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Uses a contrast-pairs framework to systematically debunk seven specific claims.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The text is a direct attack on the incumbent board members and CEO Jeff Jacobson, framing them as obstacles to value creation.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
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Uses aggressive, activist-style language ('magical accounting', 'hoodwinking', 'pernicious governance').Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a valuation bridge to expose a discrepancy in the deal terms.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
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This slide serves as a summary of the activist's position against the Dell/DVMT merger.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a timeline-annotated line chart to demonstrate the persistent discount of DVMT relative to VMW.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
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This is a primary source document (letter) used as evidence of corporate governance failure.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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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
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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
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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
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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
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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
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The slide uses a structured table format to present arguments across four sections.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
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The slide uses a table structure to present the agenda, with Section I expanded to show specific grievances.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
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Includes a timeline of key events (Icahn stake, spin-off announcement, completion) overlaid on a 5-year TSR line chart.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
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Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
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The slide uses a red box highlight to draw attention to the stagnant operating profit margins despite reported cost savings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit