slides · global inventory
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Matching slides 96,741
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Pages 3,225
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9,211-9,240 of 96,741
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 & Complication2 hits
36
The slide uses a narrative structure to critique management's strategic choices and disclosure practices.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof2 hits
38
This slide appears to be a continuation of a previous page, focusing on strategic opportunities for AOL's AIM platform.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Evidence & Proof2 hits
206
This slide functions as a case study critique of corporate divestiture strategy, specifically focusing on the failure to maximize value for shareholders compared to private equity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
226
Chapter 3: Financial Strategy and Debt CapacityTime Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
227
This slide outlines a specific capital allocation strategy (debt vs. dividend) for a standalone entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
275
The slide uses a 'sum of the parts' argument to justify corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
280
The slide uses a 'thesis-headline' structure where the top box acts as the governing thought for the subsequent arguments and data.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
293
The slide illustrates the 'conglomerate discount' removal via corporate breakup.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
357
The slide uses a Morgan Stanley quote to support the thesis that vertical integration is rarely successful.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 2 hits
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster2 hits
20
The slide highlights how contractual supply agreements preserved integration benefits despite management's initial warnings.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds2 hits
27
This is a social media ad creative (likely LinkedIn) used for an activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction2 hits
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 Reveal2 hits
20
The slide uses a strong accusatory tone to frame the board and management as incompetent.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Before After2 hits
05
The slide uses a hub-and-spoke diagram to demonstrate stakeholder alignment.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits
06
The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem2 hits
37
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 2 hits
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 2 hits
07
The chart uses a dual-line format to contrast the sharp decline of Viacom (-46.9%) against the relatively flat performance of the S&P 500 (-1.2%).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
08
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
09
The chart uses a 'Lost Decade' framing to emphasize long-term value destruction.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
09
The chart highlights the tracking behavior of Yahoo stock relative to Alibaba's performance post-IPO.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
22
The slide uses a comparative table structure to demonstrate value creation through asset optimization and share buybacks.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
34
Uses a quote-based approach to frame the narrative of corporate bloat.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
55
The slide uses a list-based breakdown to expose the scale of executive compensation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
75
The slide uses a comparative table structure to demonstrate value creation through asset realization and core business improvement.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
92
The slide uses a waterfall-style logic to bridge from current market cap to a proposed higher valuation through asset realization and core business improvement.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits