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69,541-69,570 of 110,471
361
Page 333 of a Lazard document, likely part of a larger tax or restructuring analysis.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
363
Includes a footnote regarding TWC debt and a source citation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
03
This slide uses a 'preempt_rebuttal' strategy by quoting the company's own accusations against the activist and then reframing the activist's position as a principled defense of shareholder value.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses a list-based approach to systematically dismantle a corporate disclosure.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
09
The slide uses a series of rhetorical questions to frame a governance and conflict-of-interest narrative.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
18
Uses a grid-based visual representation to show the progression of land ownership and transactions.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
19
Uses a grid-based visual to represent land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
20
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Uses a grid-based visual to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Uses a grid-based visual representation to show land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
23
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
24
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
25
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
26
Uses a visual grid to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
27
Uses a grid-based visual representation to show land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
28
Uses a grid-based visual to represent acreage ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses a visual grid to represent land parcels changing hands over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
31
Uses a grid-based visual to represent land ownership changes over time.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
06
The slide establishes the 'why' behind the activism, focusing on long-term ownership and fiduciary responsibility.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
15
This slide is part of an activist investor presentation (Relational Investors and CalSTRS) challenging Timken's corporate strategy.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a 'Relational and CalSTRS' Response' header to frame the rebuttal.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a confrontational tone to challenge the company's financial disclosures.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
32
The slide uses a 'Relational Method' to contrast with the company's reported 'Timken Method'.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
33
The slide uses a 'TKR' (Timken) vs 'RI' (Relational Investors) methodology comparison to argue that management's premium valuation claims are misleading.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
38
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
40
The slide uses historical spin-off data to justify the assumptions made for the TKR spin-off model.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
03
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
16
Uses a historical precedent to frame current PE interest as predatory rather than value-additive.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
19
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Propose Solution1 hit