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34,951-34,980 of 110,471
233
Page 211 of a Lazard presentation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
264
Includes citations for quotes from former executives supporting the 'stand-alone' business argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
345
This is a page from a Lazard activist report criticizing Time Warner's management.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
346
This page appears to be from a formal report or activist presentation, likely authored by Lazard, detailing the operational failures of the AOL/TW merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
347
The slide uses a narrative structure to expose management failures, citing specific examples like CNNfn, CNNSI, and the sale of Comedy Central/WMG.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
354
Part of a Lazard activist deck; uses a valuation multiple comparison to justify a breakup strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
356
Part of a Lazard report on corporate restructuring/breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
11
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment2 hits
12
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment2 hits
26
Uses a split-screen comparison: left side highlights peer examples of transparency; right side highlights McDonald's shortcomings and the proposed solution via Icahn nominees.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
30
The slide uses a combination of a line chart for cost trends and a table for consumption changes to build a case for strategic pivot.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
36
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
38
The slide uses a side-by-side comparison format to list grievances against two specific directors.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
62
The slide uses a callout box to link strategic actions to specific ESG outcomes.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
12
The slide uses aggressive, confrontational language typical of activist investor presentations.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 2 hits
19
Includes logos of past investments and magazine covers featuring Carl Icahn.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Solution2 hits
17
Includes a bar chart comparing market share and a map of U.S. airport presence.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
20
Uses a before-after framing to highlight the decline in market perception.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
38
Uses an 'EXIT' sign metaphor to suggest investors have lost faith.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate2 hits
72
This is a text-heavy slide outlining the activist's narrative against the incumbent board.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
09
Uses a classic A/B choice framing to polarize the decision.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
12
Uses a classic red/yellow split-screen contrast technique.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
26
Uses a scatter plot to compare separation costs as a percentage of equity value against peer transactions to highlight the outlier status of management's projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
13
Uses a combination of line charts and bar charts to highlight operational underperformance.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster2 hits
17
Uses a classic before-after framing to contrast current failures with proposed improvements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
12
This is a text-heavy shareholder letter page focusing on capital allocation and board refreshment.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain2 hits
07
Includes a headshot of Jim Vena and a line chart comparing Total Shareholder Return.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem2 hits
10
The slide uses a 'social proof' strategy by aggregating positive analyst sentiment to validate the 'crown jewel' thesis.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem2 hits
22
The slide uses a 'before and after' structure centered around Jim Vena's tenure to show that the lack of confidence is a persistent, cyclical issue.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate2 hits