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3,451-3,480 of 6,448
13
This slide functions as a legal or technical appendix explaining the methodology for capacity measurement in solar projects.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
48
Uses a side-by-side comparison of narrative claims versus voting evidence.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor 1 hit
52
The slide uses a central hub-and-spoke diagram to connect the company name to the four quadrants of the SWOT framework.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
99
The slide uses a standard 2x2 SWOT matrix layout.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
173
Standard 2x2 SWOT matrix layout.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
04
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
10
Uses a process-style list on the left to frame the broader activist agenda, with specific focus on 'Cost Management'.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
21
The slide uses a list-based critique structure to highlight specific failures in cost management, controls, and structural accountability.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a 2x2 matrix to categorize corporate restructuring strategies, positioning PropCo/OpCo as a high-value, high-complexity solution.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
43
The slide uses a scatter plot with color-coded markers representing EBITDA growth tiers to demonstrate the valuation premium of highly franchised business models.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
08
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
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)1 hit
11
The slide uses a hub-and-spoke diagram to show the competitive pressure on the consumer.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
60
Uses a before-after-bridge framework to contrast current state with proposed future state.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
33
The slide uses a timeline to frame the Board's actions as 'hostile' and 'insular'.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
42
Uses a timeline to highlight a strategic flip-flop by management.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate1 hit
96
The chart uses a timeline-based annotation style to correlate market performance with specific activist events.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
131
Uses a process flow to link board change to value creation.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
149
Includes a specific callout regarding asset caution at the bottom.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution1 hit
153
The slide outlines a specific operational lever (car reduction) to achieve a financial target (OR improvement).Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
159
The central hub is 'Strategy Balanced Scorecards Product, Lane, Customer Profitability'.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor 1 hit
27
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
07
The slide uses a 2x2 matrix to highlight Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
06
Uses a 'The Board's Contention' vs 'The Reality' structure to systematically dismantle opposing arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · InterestLoop · Before After1 hit
09
Uses a contrast-pairs framework to systematically dismantle the Board's arguments against the activist slate.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · InterestLoop · Before After1 hit
19
Uses a quote-contradiction framework to undermine the CEO's credibility.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The StruggleLoop · Pattern Hunter1 hit
21
The slide uses a 'CEO quote contradiction' framework to highlight the gap between management's past promises and current market valuation.Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Loop · Pattern Hunter1 hit
05
The slide uses a 2x2 matrix to illustrate the interaction between governance quality and shareholder activism levels.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
06
Originally conceived by VAC investor Nancy Donohue.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
07
The diagram depicts a flywheel-like process involving Quality business, Access, Relationship, Board Service, and Value Creation.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit