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Slide 1
Icahn Enterprises | Activist Presentation Deck | 20 slidesIcahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 2 hits
04
Uses strong, emotive language ('insulting', 'vastly inferior', 'over-levered') to frame the narrative.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 2 hits
12
The slide uses a combination of bullet points and a numbered list to outline the risks of the proposed IPO, concluding with a legal warning.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 2 hits
14
Uses third-party quotes to build credibility for the activist position.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 2 hits
19
Includes logos of past investments and magazine covers featuring Carl Icahn.Icahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 2 hits
20
Icahn Enterprises | Activist Presentation Deck | 20 slidesIcahn Enterprises | Activist Presentation Deck | 20 slides · Icahn Capital
Activist deck Activist investor 2 hits
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Uses the 'ceo-quote-contradiction' framework to highlight management's own admission of failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
15
Uses a quote from Piper Jaffray to reinforce the 'abysmal execution' narrative.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
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Part of an activist investor presentation (Third Point) criticizing management.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
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The slide uses a 'problem-evidence' split layout, combining qualitative management admission with quantitative performance data.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
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The slide uses a 'problem-evidence' structure to validate the activist's critique of management.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
22
The slide uses a combination of qualitative text and a quantitative bar chart to demonstrate the deterioration of the deal's performance.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
24
Uses a kitchen fire illustration to metaphorically represent the 'negative impact' and 'headwinds' mentioned in the text.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction2 hits
25
The chart uses a red color scheme to emphasize the negative trend in ROIC.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)2 hits
26
Uses a strong accusatory tone to frame the Board's actions as either incompetence or deceit.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)2 hits
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Includes a screenshot of a CNBC news segment featuring Third Point's position.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · The Reveal2 hits
29
The slide uses a pull-quote format to leverage third-party authority (J.P. Morgan) to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal2 hits
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Uses authority bias to validate the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal2 hits
31
Uses a red callout box to emphasize the accusation of fiduciary failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal2 hits
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Uses callout boxes to present external validation for the activist's thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The StruggleLoop · The Reveal2 hits
36
The slide uses a categorical grouping of nominees to build credibility for the proposed slate.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
37
Uses contrast-principle to frame the incumbent board as stagnant.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
39
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
40
The slide uses a two-column layout to contrast brand assets with the strategic investment thesis.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
41
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
42
The slide uses comparable transaction multiples to justify a potential acquisition price range.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
43
Uses a famous quote to frame the incumbent board's actions as ineffective.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Victory (Third Point's Independent Slate)2 hits
15
The slide uses Glassdoor data to highlight a negative trend in internal sentiment compared to industry peers.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
21
The chart highlights PPG's performance relative to a peer median of 187%.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
30
The slide uses a red dashed box to highlight the 'Base Case' estimate, contrasting it with the WACC and the competitor's performance.Trian Partners | Activist Presentation Deck | 42 slides · Trian Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits