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Matching slides 18,554
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6,091-6,120 of 18,554
07
Uses a 'Before/After' framework to demonstrate the efficacy of activist intervention.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
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 Reveal2 hits
14
Uses a list-based structure to contrast specific governance failures with a supporting analyst quote.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal2 hits
18
Uses a list-based diagnostic framework to critique operational inefficiencies.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
20
Uses a list of red-flagged governance and management issues to build a case against the board's decision-making.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
16
The slide uses an external expert opinion to preemptively address tax-related concerns regarding a proposed spin-off.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps2 hits
16
Includes a specific quote from Hillshire Brands CFO to support the M&A thesis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
25
Uses BBFAW and FAIRR data to highlight McDonald's underperformance.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
29
Uses a Bloomberg article screenshot as evidence of management's refusal to adapt.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
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)2 hits
48
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
49
The slide uses red text to highlight key phrases within the quote.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
05
The slide uses a metaphor of a toolbox to represent organizational capabilities.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Situation & Context2 hits
19
Includes a watermark 'www.10XEBITDA.com' in the center.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle2 hits
19
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
08
The slide uses a timeline to visualize high CEO turnover and links specific board members to compensation committee failures.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter2 hits
32
The slide uses a contrast-pair structure to highlight the gap between shareholder suggestions and board inaction, followed by a breakdown of the 'Rights Plan' mechanics.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
13
Uses a CFO quote to frame the company's current strategy before providing a rebuttal.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter2 hits
11
Uses a 'Claim vs Reality' structure to highlight a direct contradiction.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 2 hits
14
The slide uses a callout box to define and critique the 'wolf pack' clause.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
16
Uses a quote-contradiction framework to undermine the Board's credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
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 Inaction2 hits
23
The slide uses a quote from a finance professor to validate the activist's argument against the incumbent board.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
03
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 2 hits
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 · Complication2 hits
11
Includes a direct quote from a Xerox director (Charles Prince) to support the claim of deceit.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
13
Uses a process-flow diagram to contrast board claims with expert testimony.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
34
The slide uses a 'villain' narrative (Xerox management) to justify an activist intervention.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction2 hits
35
Includes a quote from Steve Hoover (CTO of Xerox) to support the R&D value argument.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction2 hits