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Matching slides 79,264
Current window 65,041-65,070
Pages 2,643
Rows per page 30
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65,041-65,070 of 79,264

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03
The slide uses a table to highlight shifting valuation figures across four different time periods, framing the activist's changing arguments as a 'switcheroo'.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · ProblemLoop · Aha Moment1 hit
04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
05
This is a rebuttal slide from Agrium attacking JANA's methodology. The table explicitly calculates the 'implied' multiple to show it is unrealistic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
08
The slide includes a direct accusation against JANA Partners regarding their valuation methodology.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
24
The chart explicitly excludes towers from the REIT average calculation.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
25
The chart highlights CCI at 1.10x coverage in purple to contrast with other high-yield peers.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
27
The slide uses a spectrum diagram to contrast the pros and cons of different payout ratios.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
29
The chart uses a dual-axis line graph to compare EV/EBITDA multiples against interest rates, including a trend line with a low R-squared value.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
30
The slide uses two distinct scenarios (80% AFFO and 1.10x & VZ Deal) to demonstrate downside protection and IRR potential.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
31
The table highlights the trade-off between leverage-driven buybacks and dividend increases.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
32
The chart highlights that REITs have an average leverage of 6.1x, with the author noting higher business cyclicality compared to CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
33
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
35
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The slide uses a raw screenshot from a Bloomberg terminal, which is common in activist investor presentations to establish credibility.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a raw screenshot from a Bloomberg terminal to demonstrate underperformance.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The chart uses a grouped bar chart to compare reported, adjusted, and pre-churn growth rates for three companies.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
40
The table uses specific line items to adjust GAAP revenue to organic cash revenue growth, including churn and non-comparable services.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
The slide uses a quantitative buildup to estimate the financial impact of spectrum deployment on CCI's AFFO per share.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
43
Includes small red arrows indicating data points or footnotes.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
The slide uses a combo chart (bar for leverage, line for coupon) alongside a detailed data table to contrast capital structures.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide highlights the disparity between the high-performing S&P Ratings segment and the lower-performing Education segment.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Includes a table comparing financial metrics (Revenue, EBIT, CapEx, margins) for 2008-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit