slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,121-6,150
Pages 619
Rows per page 30
Component
6,121-6,150 of 18,554
264
Includes citations for quotes from former executives supporting the 'stand-alone' business argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
286
Page 261 from a Lazard activist deck regarding Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
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 Inaction2 hits
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 Inaction2 hits
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 Inaction2 hits
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 Inaction2 hits
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 Inaction2 hits
35
Uses a before-after framing to contrast 2019 performance with 2023/current performance.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate2 hits
37
The slide uses a pull-quote format to highlight the activist's argument that management is resistant to necessary change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate2 hits
47
Uses a CEO quote to frame the argument that core airline performance is being masked by unprofitable growth segments.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
55
The slide uses a quote from the CEO to demonstrate the 'stagnation' by showing his commitment to the status quo.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
06
Uses a torn-paper visual effect to frame the company's original slide, contrasting it with a rebuttal callout box.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
31
Uses a combination of bar charts and box plots to demonstrate peer comparability.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
33
The slide uses the 'ceo-quote-contradiction' pattern to highlight management's past resistance to shareholder-friendly actions.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
19
Uses a series of quotes from the former CEO to establish a historical narrative that is later refuted by the outcome.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
03
Uses a quote from the CEO to highlight the gap between stated intent and actual performance.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem2 hits
21
The slide uses a 'gotcha' quote from the company's own marketing materials to contradict the strategic value of their business structure.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution2 hits
29
Uses a direct quote from a Group President to expose the contradiction.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
40
Uses a satirical image (Weekend at Bernie's) to mock the CEO's absence/incapacity.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
41
Uses a quote from Sumner Redstone to highlight potential contradictions in corporate governance and decision-making authority.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
46
Uses a quote to frame the strategic failure as a 'short-term financial gain' that backfired.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown2 hits
34
Uses a quote-based approach to frame the narrative of corporate bloat.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
36
Uses a hub-and-spoke diagram to illustrate the negative outcomes of the misallocated capital.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
45
Uses a quote from Eric Jackson to frame the failure as a lack of market research.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
46
Uses a combination of qualitative quotes and quantitative benchmarking to undermine management's strategic narrative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
60
Uses a direct quote from the CEO to highlight a contradiction between management's narrative and internal reality.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
63
Uses a quote from Marissa Mayer to contrast with the rising cost trend line.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Loop · Cost Of Inaction2 hits
74
Uses a specific quote to frame a counter-argument (preempting the 'it's impossible' rebuttal).Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits