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Problem Agitate Solution Problem Identify Pain
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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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Uses color-coded ratings (red/yellow) to emphasize poor performance.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 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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Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This is page 1 of an activist investor letter/deck.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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This is a text-heavy page serving as an introduction/executive summary for an activist investor presentation.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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Uses a comparative equation structure to contrast the Board's current valuation with the activist's proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
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Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a numbered list format to structure the argument for change.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
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This is a continuation of a list, starting at point 3.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 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