slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 75,121-75,150
Pages 3,950
Rows per page 30
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75,121-75,150 of 118,471
01
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor 1 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
01
Agrium corporate branding on the right side.Agrium (AGU) · Agrium
Regulatory filing Activist investor 1 hit
03
This is a text-heavy shareholder letter document.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
31
The table highlights the trade-off between leverage-driven buybacks and dividend increases.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
32
The chart highlights that REITs have an average leverage of 6.1x, with the author noting higher business cyclicality compared to CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
35
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a raw screenshot from a Bloomberg terminal to demonstrate underperformance.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
SEC filing metadata visible at top and bottom.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
14
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
This appears to be a fragment of a larger document, likely an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
48
The slide is essentially blank except for a footnote and page numbering.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
50
The page contains only header/footer information and a reference to a tax rate footnote.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 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
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
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
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
26
Xerox Corporation (XRX)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
33
The slide uses a 'villain' critique approach by framing Xerox's management as having failed to capitalize on its own R&D assets.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
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
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