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Matching slides 42,534
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Pages 1,418
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18,451-18,480 of 42,534

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04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
05
This is a rebuttal slide from Agrium attacking JANA's methodology. The table explicitly calculates the 'implied' multiple to show it is unrealistic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
06
This slide is a classic activist defense rebuttal targeting an opponent's valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
07
The slide uses a comparison table to highlight peer expansion projects as a counter-argument to JANA's valuation logic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
08
The slide includes a direct accusation against JANA Partners regarding their valuation methodology.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
41
Uses a comparison table to highlight the gap in specific operational and turnaround experience.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
42
The slide outlines a governance structure including a new Compliance & Quality Committee.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
43
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
44
The slide uses a table to demonstrate the credibility of the proposed management team through a list of past interim leadership roles.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
45
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
46
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
47
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
48
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
49
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
50
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
51
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
52
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
53
The slide emphasizes that Glenview is not a typical activist fund, highlighting their long-term investment history.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
54
Standard activist investor legal disclosure page.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
34
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The slide uses a raw screenshot from a Bloomberg terminal, which is common in activist investor presentations to establish credibility.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a raw screenshot from a Bloomberg terminal to demonstrate underperformance.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The chart uses a grouped bar chart to compare reported, adjusted, and pre-churn growth rates for three companies.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
The table uses specific line items to adjust GAAP revenue to organic cash revenue growth, including churn and non-comparable services.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
The slide uses a quantitative buildup to estimate the financial impact of spectrum deployment on CCI's AFFO per share.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
43
Includes small red arrows indicating data points or footnotes.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
The slide uses a combo chart (bar for leverage, line for coupon) alongside a detailed data table to contrast capital structures.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit