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Matching slides 110,471
Current window 69,391-69,420
Pages 3,683
Rows per page 30
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69,391-69,420 of 110,471

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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
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
17
The slide uses a proximity analysis to argue for footprint optimization.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
02
The text is a direct attack on the incumbent board members and CEO Jeff Jacobson, framing them as obstacles to value creation.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
04
This is page 2 of a formal legal/shareholder letter.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
04
SandRidge Energy (SD)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
07
This slide uses a strong 'villain' framing to establish the need for change.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
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
22
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
24
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
05
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup1 hit
14
The slide uses a hierarchical bulleted list to systematically dismantle the credibility of the current management team.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
20
Includes a news clipping image and footnotes referencing specific investigative reports and SEC filings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 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
24
Uses a 'villain' framing to highlight the risk of minority shareholder oppression.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
25
Uses a downward arrow graphic to represent value destruction, culminating in a pile of burning money.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
26
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
27
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
31
The slide highlights the complexity of the current distribution network, contrasting direct sales with a multitude of online resellers.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Contradiction1 hit
37
Uses a table to demonstrate that sourcing from competitors is common industry practice.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
42
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask1 hit