slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 51,241-51,270
Pages 3,679
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Component
51,241-51,270 of 110,355
11
The slide uses a 'weight' metaphor to illustrate the drag of governance and operational issues on valuation.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The chart uses a red background and aggressive annotations to frame the underperformance as a failure of management strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
16
The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
03
The table compares IEP against Berkshire, Leucadia, Loews, S&P 500, Dow Jones, and Russell 2000.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
04
The slide uses a bulleted list structure to present qualitative arguments for activism followed by quantitative performance metrics.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
08
The slide provides a snapshot of the holding company's diversified portfolio and financial health.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
11
The slide uses a dual-row timeline structure to show events above and below the central year-return axis.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
13
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Evidence & Proof1 hit
16
Includes detailed financial table for 2012-2015 and LTM June 30, 2015.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
17
The slide combines a bar chart for performance and three tables for portfolio composition.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
18
Includes footnotes regarding acquisition timing and balance sheet reporting.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
22
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
23
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
24
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
25
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
26
Financial data shows consistent losses in EBITDA and Net Income over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
27
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
28
The slide details the acquisition of Ferrous Resources by IEP.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
29
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
31
The slide presents two sets of data: Adjusted EBITDA and Equity, each with a corresponding bar chart and detailed data table.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
32
Data presented in millions of dollars.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The table provides a breakdown of valuation components for IEP, showing a decline in Indicative Net Asset Value from $10.1B to $7.9B over the period.Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps1 hit
10
Uses a before-after-bridge style visual to connect high revenue to low margins.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a 'report card' metaphor to frame the board's failures as objective assessments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a 2x4 grid to present a chronological narrative of failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the current board.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a quote from a Barclays analyst to validate the critique of the company's strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
44
The slide uses a timeline of product launches and a bar chart of market share to illustrate the failure of P&G's management of the Gillette brand.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit