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slides · global inventory

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Matching slides 79,264
Current window 65,071-65,100
Pages 2,643
Rows per page 30
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65,071-65,100 of 79,264

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07
Uses a 'Before/After' framework to demonstrate the efficacy of activist intervention.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
10
Uses a process-style list on the left to frame the broader activist agenda, with specific focus on 'Cost Management'.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
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 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
21
The slide uses a list-based critique structure to highlight specific failures in cost management, controls, and structural accountability.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
22
Uses a sidebar of thematic pillars (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the critique.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
25
The slide uses a '5 C's' framework to categorize activist demands.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 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
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 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
06
The slide uses a structured table format to present arguments across four sections.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 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
10
The slide uses a red box highlight to draw attention to the stagnant operating profit margins despite reported cost savings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
17
Uses a comparison table to expose a valuation gap.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
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 · Evidence1 hit
21
The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
22
Uses a red box callout to highlight the core argument against Xerox's valuation assumptions.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses a specific 'Net Contributed Cash Flow' calculation to argue the deal is undervalued.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
28
The slide uses a matrix structure to contrast current revenue against a 'white space' growth opportunity.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 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
32
The slide uses a comparison framework to justify a shift in distribution strategy.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 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
38
The slide uses a dual-waterfall structure to connect current cost structure to future margin expansion.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
The slide uses a list-like structure to show the deck's progression, highlighting the current section.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The slide uses a 7.0x multiple as the base case for the bridge calculation.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
The slide uses a 'Tale of the Tape' format to contrast transaction value vs standalone value, highlighting the lack of a control premium in the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask1 hit