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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 65,101-65,130
Pages 2,643
Rows per page 30
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18 30 60

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65,101-65,130 of 79,264

filter-aware
09
Uses color-coded ratings (red/yellow) to emphasize poor performance.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
20
The slide uses a maturity-model style spectrum (Gap to Strong) to visualize competitive positioning.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses three bar charts to highlight the relative underperformance of McDonald's (red bars) compared to its peers (grey bars).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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)1 hit
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)1 hit
30
The slide uses a combination of a line chart for cost trends and a table for consumption changes to build a case for strategic pivot.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a combination of comparative bar charts and callout boxes to frame the company as both a villain and a victim of climate change.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
The chart uses a single red bar for the CEO and almost no visible bar for the employee to emphasize the disparity.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
01
Slide 1
Dell Technologies (Class V / DVMT tracking stock) (DVMT)Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
04
This is a classic activist investor 'vote no' slide, framing the deal as a bad trade and highlighting the discrepancy between the offer price and the underlying asset value.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
05
Uses aggressive, activist-style language ('magical accounting', 'hoodwinking', 'pernicious governance').Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
06
The slide uses a valuation bridge to expose a discrepancy in the deal terms.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
07
This slide serves as a summary of the activist's position against the Dell/DVMT merger.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
08
The slide uses a timeline-annotated line chart to demonstrate the persistent discount of DVMT relative to VMW.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a timeline to frame corporate actions as a deliberate scheme to transfer value from tracking stock holders to controlling shareholders.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
11
The slide uses a line chart to visualize the widening gap between VMW owned shares value and DVMT market value over time.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
13
Includes a Statista chart on PC market decline and a valuation bridge table comparing implied vs. management-claimed share prices.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
16
Uses quotes from management to contradict the 'turnaround' narrative.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
17
The slide uses a valuation build-up to justify a price target of $250-$300 per share, referencing IBM's acquisition of Red Hat as a precedent.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
05
Includes a pie chart breakdown of PV-10 value by asset.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
06
The slide uses a map to show geographic concentration and a line chart to demonstrate IRR potential at current oil prices.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
08
The slide uses a narrative of board incompetence and value destruction to justify a director nomination.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses the company's own data to argue that the stock is significantly undervalued.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a specific case study to undermine board credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a combination of narrative critique and a supporting data table to frame the board's compensation decisions as irresponsible.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
18
The slide uses a logo grid to establish credibility and historical success.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
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 Bet1 hit