Matching slides 110,355
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37,681-37,710 of 110,355

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05
Includes a quote about Barry Rosenstein from a CEO.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
07
Uses a 'Before/After' framework to demonstrate the efficacy of activist intervention.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 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
11
The slide uses a vertical list of thematic areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the proposed improvements.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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 Reveal1 hit
13
The slide uses a process-style list on the left to highlight the specific area of critique (Conglomerate Structure).Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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 · Solution1 hit
17
The slide uses a proximity analysis to argue for footprint optimization.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
19
Uses a list of criteria to critique a specific M&A deal, supported by pie charts showing GP mix divergence.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
25
The slide uses a '5 C's' framework to categorize activist demands.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
07
The slide uses a comparison table to highlight peer expansion projects as a counter-argument to JANA's valuation logic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
08
The slide includes a direct accusation against JANA Partners regarding their valuation methodology.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
43
Includes small red arrows indicating data points or footnotes.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
The slide uses a combo chart (bar for leverage, line for coupon) alongside a detailed data table to contrast capital structures.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
16
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide highlights the disparity between the high-performing S&P Ratings segment and the lower-performing Education segment.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The page appears to be a placeholder or a blank page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses external analyst citations to build a case for divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
The page is essentially empty, serving as a placeholder or separator in a larger document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
The page is essentially empty, serving as a placeholder or separator in a larger SEC filing document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
48
The slide is essentially blank except for a footnote and page numbering.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
49
Uses a waterfall-bridge chart to illustrate value creation levers.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit