Matching slides 78,129
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50,041-50,070 of 78,129

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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
24
The slide uses a numbered sequence (1-4) to map events onto a stock price chart, demonstrating the negative impact of the buyback timing.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
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
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)1 hit
32
The chart uses a single red bar for the CEO and almost no visible bar for the employee to emphasize the disparity.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
53
The slide uses a color-coded dot system to represent performance levels (Gap, Weak, Moderate, Strong) across different evaluation criteria.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
08
The slide uses a timeline-annotated line chart to demonstrate the persistent discount of DVMT relative to VMW.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
11
The slide uses a line chart to visualize the widening gap between VMW owned shares value and DVMT market value over time.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
13
Includes a Statista chart on PC market decline and a valuation bridge table comparing implied vs. management-claimed share prices.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 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
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
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
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
05
Includes a pie chart breakdown of PV-10 value by asset.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
06
The slide uses a map to show geographic concentration and a line chart to demonstrate IRR potential at current oil prices.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
08
The slide uses a narrative of board incompetence and value destruction to justify a director nomination.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
17
The slide uses a quote from the board to contrast with the negative stock performance data.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
Includes a timeline of key events (Icahn stake, spin-off announcement, completion) overlaid on a 5-year TSR line chart.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
09
Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
29
The slide highlights a strategic opportunity to partner with PC OEMs that lack a print presence.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
36
The slide uses the data to argue for leverage in renegotiating joint venture agreements.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit