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34,921-34,950 of 110,471
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 · Problem2 hits
06
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem2 hits
12
The slide uses a sidebar navigation element to frame the argument within a broader corporate governance critique.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal2 hits
16
The slide uses a list of red/grey arrows to categorize issues, with a quantitative pie chart analysis of location overlap.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
22
Uses a sidebar of thematic pillars (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the critique.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
23
The slide uses a list of focus areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) as a navigation/context sidebar.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
12
The slide uses a 'cohesive team' framing to link individual bios to a set of five strategic capabilities.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor 2 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
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 · Agitate2 hits
34
Uses historical transcripts to contrast board claims with outcomes.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
40
The slide uses a visual bridge connecting the list of nominees to the five core competencies required for the board.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution2 hits
46
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution2 hits
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 · Solution2 hits
05
The slide uses a bulleted list to outline the investment thesis, with a specific callout box emphasizing the need for capital structure change.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
25
The slide uses a table to demonstrate the discrepancy between coupon rates and current market yields to support the argument for debt-equity optimization.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
48
This is a slide from a Corvex Management presentation arguing against a potential market expansion by cable companies.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath2 hits
05
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context2 hits
09
The slide presents a binary choice (high dividend vs. high leverage) and frames the current state as the 'worst outcome'.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter2 hits
11
Includes a circular diagram representing a flywheel or virtuous cycle of capital allocation.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter2 hits
28
The slide uses a mix of bullet points and sub-bullets to address investor concerns about interest rates and dividend policy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle2 hits
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
37
This is an activist investor slide arguing for a breakup or spin-off of business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
43
The table highlights 'Limited Corporate Overhead' as the primary interaction between most segments, suggesting no operational synergy.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
13
Uses a classic 'Claim vs. Reality' structure to discredit the board's narrative.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction2 hits
13
The slide uses a two-column layout to contrast the board's dismissal with the strategic rationale for the merger.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
16
Uses a quote-contradiction framework to undermine the Board's credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
19
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
03
Includes images of Time and Forbes magazine covers featuring Carl Icahn to establish authority.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup2 hits
33
The slide uses a 'villain' critique approach by framing Xerox's management as having failed to capitalize on its own R&D assets.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction2 hits