slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 32,581-32,610
Pages 3,950
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32,581-32,610 of 118,471
08
The slide includes a direct accusation against JANA Partners regarding their valuation methodology.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
18
Uses a timeline framework to contrast historical promises with current failures.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
01
Dell Technologies (Class V / DVMT tracking stock) (DVMT)Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 2 hits
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 · Agitate2 hits
14
Uses quotes from Deutsche Bank, ISS, and Bloomberg to build a case against the proposed transaction.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 2 hits
20
This is a classic activist investor proxy solicitation slide.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Solution2 hits
02
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 & Complication2 hits
07
The slide uses a series of testimonials to build a case for leadership succession.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
09
This is a text-heavy slide outlining an activist investor's strategic demands.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
12
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
24
The slide uses a bar chart to represent the valuation gap between the status quo and the proposed turnaround plan.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
56
Includes a sidebar callout for 'Updated Strategy' and a silhouette graphic representing leadership.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
73
The slide serves as a compilation of investor sentiment to build a case for management removal.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
74
The slide uses external validation (testimonials) to build a case against the current leadership.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
02
The '66' refers to Phillips 66. The date is May 12, 2025.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 2 hits
19
Uses a series of quotes from the former CEO to establish a historical narrative that is later refuted by the outcome.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
04
This is a continuation of a list, starting at point 3.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem2 hits
14
Uses a combination of a line chart and press clippings to highlight management's poor judgment.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
27
Uses a split-screen comparison to juxtapose management claims against operational reality.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
02
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context2 hits
19
The table compares Crown Castle (CCI) against various peer groups (Data Center REITs, Outdoor REITs, Wireless, and Wireline).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter2 hits
21
The slide uses a peer group to justify a valuation framework for tower companies by drawing parallels to energy infrastructure.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter2 hits
23
The slide argues that towers (CCI) should be valued as 'utilities of the 21st century' due to superior growth profiles.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter2 hits
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)2 hits
39
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)2 hits
01
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 2 hits
14
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 Inaction2 hits
01
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup2 hits
04
Includes a photo of Darwin Deason and the ACS logo.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup2 hits
13
Uses a process-flow diagram to contrast board claims with expert testimony.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits