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The slide serves as a corporate profile and track record summary.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Situation & Context3 hits
05
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context3 hits
49
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction3 hits
56
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
56
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 3 hits
18
Uses a timeline framework to contrast historical promises with current failures.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
26
Uses a split-screen comparison: left side highlights peer examples of transparency; right side highlights McDonald's shortcomings and the proposed solution via Icahn nominees.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
52
The slide uses a logo-grid layout to categorize inputs into three distinct groups: Assessed Peers, Key ESG Ratings Agencies, and ESG Frameworks and Standards.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
13
The slide uses a watermark '10X EBITDA' across the center. It highlights the shift to bundled/subscription services for these firms.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
16
The slide uses a three-column layout to present a timeline of strategic events.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
19
Includes logos of past investments and magazine covers featuring Carl Icahn.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Solution3 hits
10
Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath3 hits
20
The slide uses a 'villain' framing for the directors, highlighting their negative performance metrics.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Solution3 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 3 hits
62
Uses a before-after framing to highlight the gap between corporate rhetoric and operational reality.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
88
Uses a 'villain' framing by juxtaposing external criticism against the board's own narrative.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
90
The slide uses a three-column layout to present individual critiques of Jennifer Scanlon, Alan Shaw, and John Thompson.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
91
Uses a combination of a quote, news clippings, and a list of grievances to build a case against a nominee.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
98
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
121
Includes logo for House Budget Committee and Lehman Brothers.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
125
Includes specific financial outcomes ($16M to $256M, $80M to $2.4B) and operational metrics (OR 93 to 59.9).Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution3 hits
25
Uses a contrast-pairs framework to highlight the gap between two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
07
The slide uses a 'villain' framing by labeling the CEO as 'Chief Value Destroyer' and citing negative press coverage.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
19
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 3 hits
56
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle3 hits
15
The slide uses a checkmark/cross comparison to highlight Ferguson's superior market positioning.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Loop · Cost Of Inaction3 hits
21
The slide uses specific case studies (Invesco, Signet, Barrick/Randgold) to build credibility for a proposed US re-listing strategy.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
93
The slide uses a consistent structure for each case study: investment period, operating results, and learnings relevant to P&G.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 3 hits
65
Uses visual juxtaposition of the CEO with a private jet to reinforce the 'private plane' quote.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 3 hits
42
The slide uses a 'cronyism' narrative to criticize capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 3 hits