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slides · global inventory

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Matching slides 110,355
Current window 37,741-37,770
Pages 3,679
Rows per page 30
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37,741-37,770 of 110,355

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10
The slide uses a color-coded legend to map specific ESG factors to broader themes (Product & Life Cycle, Social Impact, Human Capital, Governance).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
14
The table uses green checkmarks to indicate expertise. The background color of the rows for current committee members is light red.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
20
The slide uses a maturity-model style spectrum (Gap to Strong) to visualize competitive positioning.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Includes a callout box citing Bloomberg Intelligence regarding supply chain risks.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
The table uses checkmarks to indicate expertise across SASB criteria and other relevant experience categories.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
51
The slide uses a line chart to visualize stock growth and a table to summarize 1-year and 5-year returns.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
55
Includes logos for 7 companies and a detailed matrix of 10 metrics per company.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
57
The slide uses a two-part structure: a descriptive list of ESG factors followed by a matrix showing how different agencies (SASB, TCFD, FAIRR, ISS, MSCI, Sustainalytics) weight these factors.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
58
The slide provides a mapping of qualitative ESG definitions to quantitative weighting data from agencies like SASB, TCFD, FAIRR, ISS, MSCI, and Sustainalytics.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
59
The slide compares how different agencies (SASB, TCFD, FAIRR, ISS, MSCI, Sustainalytics) weight human capital factors for restaurant and protein producer sectors.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
60
The slide compares how SASB, TCFD, FAIRR, ISS, MSCI, and Sustainalytics weight governance factors for the restaurant and protein producer sectors.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
61
The slide uses a color-coded table to contrast supplier performance against ESG benchmarks.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
16
Uses quotes from management to contradict the 'turnaround' narrative.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
17
The slide uses a valuation build-up to justify a price target of $250-$300 per share, referencing IBM's acquisition of Red Hat as a precedent.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
18
This is an activist slide from Icahn Capital L.P. criticizing the Dell/VMware transaction.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Solution1 hit
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 · Problem1 hit
18
This slide establishes the historical context and 'hero' status of the company before pivoting to the activist's critique.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
19
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
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 · Problem1 hit
21
The slide uses a list-based diagnostic approach to frame the need for activist intervention.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a list of strengths to preemptively argue that the company's problems are solvable, framing the activist's intervention as a catalyst for change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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 Inaction1 hit
25
The chart highlights a progression of share price increases from +38% to +87% as EBITDAR margins improve from 15% to 20%.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
The slide uses a yellow border to highlight the quote, with specific emphasis underlined in the text.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
The chart uses negative values to highlight underperformance relative to benchmarks.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The slide uses a red bar for 'Today' to emphasize the critical valuation gap.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
30
Includes a quote from Deutsche Bank (Oct 2023) emphasizing the margin gap.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
The chart uses a red highlight for Southwest's 2024E margin and a callout bubble for the -1,300 bps delta.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
32
The slide uses a bar chart to show relative performance against peers and a waterfall-style bar chart to show long-term decline.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
33
Uses a combination of quantitative performance data and qualitative external criticism to frame the company's cost management as a failure.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit