Matching slides 18,554
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11,071-11,100 of 18,554

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05
Includes a quote about Barry Rosenstein from a CEO.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
16
The slide uses a list of red/grey arrows to categorize issues, with a quantitative pie chart analysis of location overlap.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
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 · Solution1 hit
06
The timeline highlights a pattern of broken commitments and defensive responses from McDonald's.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
19
Includes a screenshot of a McDonald's statement stamped with 'UNACCEPTABLE'.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
Uses a Bloomberg headline and a Humane Society blog post as evidence of the contradiction.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide uses a combination of a line chart for cost trends and a table for consumption changes to build a case for strategic pivot.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a combination of comparative bar charts and callout boxes to frame the company as both a villain and a victim of climate change.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Includes a callout box citing Bloomberg Intelligence regarding supply chain risks.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
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 Inaction1 hit
03
This is a text-heavy shareholder letter page.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
09
The slide uses a timeline to frame corporate actions as a deliberate scheme to transfer value from tracking stock holders to controlling shareholders.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
11
The slide uses a line chart to visualize the widening gap between VMW owned shares value and DVMT market value over time.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate1 hit
16
Uses quotes from management to contradict the 'turnaround' narrative.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
01
Slide 1
This is a personal correspondence letter, not a standard corporate slide.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Situation & Context1 hit
04
This is page 2 of a formal legal/shareholder letter.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
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 · Problem1 hit
28
The slide uses a mix of bullet points and sub-bullets to address investor concerns about interest rates and dividend policy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
32
The page is essentially empty, serving as a placeholder or separator in a larger document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Uses 'orphan' asset framing to justify a spin-off or divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
The page is essentially empty, serving as a placeholder or separator in a larger SEC filing document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
This is an activist investor slide arguing for a breakup or spin-off of business units.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
02
This is a standard SEC comment letter page.Whole Foods Market, Inc. (WFMI) · William Choi
Regulatory filing Activist investor 1 hit
06
The slide uses a structured table format to present arguments across four sections.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
15
The slide uses a table-like structure to list specific grievances against the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
20
Includes a news clipping image and footnotes referencing specific investigative reports and SEC filings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 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
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