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Matching slides 110,471
Current window 69,481-69,510
Pages 3,683
Rows per page 30
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69,481-69,510 of 110,471

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04
Includes a footnote (a) detailing the specific Icahn-affiliated parties involved in the engagement.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
08
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
19
Part of a chapter titled 'The Context'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
22
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
68
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
70
Includes financial mix breakdown by revenue and OIBDA.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
120
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
122
This slide argues for the divestiture of the Publishing unit by highlighting its lack of integration with the parent company.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
133
This slide functions as a historical post-mortem of failed digital strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
160
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
18
The slide uses a 'before-after' style valuation chart to justify the activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
32
This is a standard footer/contact page for an activist investor campaign website.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
33
This is a screenshot of a webpage acting as a repository for campaign materials.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
34
This is a campaign microsite landing page layout.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
01
Slide 1
This is a regulatory correspondence document regarding a DEFA14A filing.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
02
This is a page from an SEC comment letter addressed to Crown Castle Inc.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
01
Slide 1
This is a formal activist investor letter (Exhibit 99.2).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
03
This is a text-heavy page from a shareholder letter (activist investor context).Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
13
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott Management.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
14
This is the final page of a shareholder letter from Elliott Management to Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
03
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
04
Includes a dual-axis chart showing historical investment value and percentage of AUM.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
08
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
09
Includes a specific valuation bridge/table showing potential stock price doubling.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
11
The slide uses a 'list of quotes' to set up a future contradiction between management's claims and actual performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
24
The slide uses a bar chart to contrast UNP's CEO bonus payout percentages against a peer average, highlighting a persistent gap.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
27
Uses quotes from STB Chairman Martin Oberman to establish the 'villain' narrative.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
37
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
40
Includes a comparative bar chart of cost structures and three trend charts for trucking headwinds.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Mece Breakdown1 hit
42
Includes a table of specific Class I railroad emissions savings and a visual comparison of the total savings impact.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit