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 8,521-8,550
Pages 3,950
Rows per page 30
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8,521-8,550 of 118,471
09
The slide uses a narrative-driven approach to frame the company's performance issues as a result of poor management and corporate mythology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context4 hits
13
This slide serves as a historical narrative background for an activist case study.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain4 hits
27
Includes a bar chart showing the decline in domestic subscribers from 2001 to 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication4 hits
28
The slide contains two distinct sections: a narrative analysis of AOL's strategic pivot and an exhibit titled 'Stuck in a Walled Garden' detailing the historical context of the strategy's failure.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication4 hits
30
Contains two exhibits: subscriber count bar chart and a valuation table for the Bertelsmann put option.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment4 hits
41
This is a text-heavy slide providing historical context on AOL's market position and regulatory environment.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof4 hits
44
Part of a larger Lazard deck, Chapter 2A.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof4 hits
56
Includes a table showing revenue breakdown by segment and year.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps4 hits
143
Uses a simple binary framework to contrast rational vs emotional brand attributes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 4 hits
03
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor 4 hits
01
The document is a formal press release/open letter format.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · Attention4 hits
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 Inaction4 hits
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 4 hits
05
This is the first page of a formal letter from an activist investor.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem4 hits
08
The slide uses external validation (employee sentiment) to build a case for leadership change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem4 hits
72
This is a text-heavy slide outlining the activist's narrative against the incumbent board.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution4 hits
78
This is a standard activist investor press release/disclosure page.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution4 hits
42
This slide acts as a campaign hub or 'newsroom' page for the activist deck.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 4 hits
08
The slide uses a narrative structure to build a case for activist intervention.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster4 hits
30
This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide deck page.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory4 hits
09
The McGraw-Hill Companies (MHP)The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 4 hits
10
This appears to be a blank page or a placeholder page from an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 4 hits
20
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)4 hits
46
The page contains only header and footer metadata.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Loop · Three Horizons4 hits
53
The page contains only header and footer metadata typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 4 hits
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain4 hits
10
This is a text-heavy shareholder letter page outlining the activist's proposed strategic changes.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain4 hits
11
This is a text-heavy page from a shareholder letter, likely an activist investor proposal.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain4 hits
07
Uses specific financial data points to highlight 'mystery' cash costs and management's changing narrative.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The StruggleLoop · The Reveal4 hits
11
The chart illustrates a widening gap between underlying demand and existing production capacity, highlighting the criticality of new projects.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 4 hits