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9,151-9,180 of 96,741
06
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem2 hits
18
Uses a list-based diagnostic framework to critique operational inefficiencies.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
23
The slide uses a list of focus areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) as a navigation/context sidebar.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution2 hits
03
The slide uses a table to highlight shifting valuation figures across four different time periods, framing the activist's changing arguments as a 'switcheroo'.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · ProblemLoop · Aha Moment2 hits
05
This slide serves as the opening thesis statement for the activist deck.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)2 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 2 hits
12
The slide uses aggressive, confrontational language typical of activist investor presentations.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 2 hits
33
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle2 hits
11
The slide uses a 'villain' critique approach by highlighting the lack of synergy between business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
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)2 hits
31
Uses external analyst citations to build a case for divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
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 Horizons2 hits
07
This slide uses a strong 'villain' framing to establish the need for change.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 2 hits
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction2 hits
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 Inaction2 hits
13
The slide uses a two-column layout to contrast the board's dismissal with the strategic rationale for the merger.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
14
The slide uses a callout box to define and critique the 'wolf pack' clause.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
18
The slide uses a logo grid to establish credibility and historical success.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 2 hits
24
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
09
Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication2 hits
10
The slide uses a red box highlight to draw attention to the stagnant operating profit margins despite reported cost savings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication2 hits
12
Uses a causal chain/logic flow to show how specific actions lead to a desired outcome (renegotiation).Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
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 Solution2 hits
30
The slide uses a table of GIS companies, a map of dealer footprints, and a website screenshot to prove the contradiction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution2 hits
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 Contradiction2 hits
41
The slide uses a 'Tale of the Tape' format to contrast transaction value vs standalone value, highlighting the lack of a control premium in the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask2 hits