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Matching slides 18,554
Current window 11,101-11,130
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

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11,101-11,130 of 18,554

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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 & Context1 hit
12
The slide uses a timeline diagram to illustrate corporate restructuring events for five major media companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
01
Slide 1
This is a newsletter/research note page. It uses a 'This Is Spinal Tap' reference to frame the disconnect between Icahn and the eBay board.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
02
Includes a mock-up of an eBay Board of Directors meeting agenda item regarding the Skype divestiture.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
Uses a before-after framing to highlight the decline in market perception.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
34
Uses a line chart with numbered annotations to correlate specific events with stock performance drops.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
40
Uses a color-coded bar chart within a table to visualize the increasing severity of financial decline alongside contradictory quotes.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate1 hit
46
Uses a 'before-after' style contradiction framework to highlight management's failure to meet cost guidance.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution1 hit
53
Uses icon-grid to visualize board composition and a table to highlight tenure.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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 · Solution1 hit
17
The slide uses a 'before-after' or 'expose' structure by showing the company's claim on the left and the activist's rebuttal on the right.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a 'Correcting the Narrative' table and a 'True PSX Trading Value' waterfall chart to discredit management's accounting.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
Uses a scatter plot to compare separation costs as a percentage of equity value against peer transactions to highlight the outlier status of management's projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
36
This is a screenshot of a tweet/post from the 'Streamline 66' account.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
11
The slide uses a combination of a bar chart for EBITDA and a mirrored bar chart for TSR underperformance to visually demonstrate the failure of the midstream strategy.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
21
Uses a before-after framework to demonstrate that perceived asset quality is often a function of management quality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
25
The slide is a direct screenshot of a tweet/post used as a credibility signal.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
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 Victory1 hit
01
Slide 1
This is a regulatory correspondence document regarding a DEFA14A filing.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
02
This is a page from an SEC comment letter addressed to Crown Castle Inc.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
06
The slide uses a 'villain' framing to critique management's inability to meet long-term financial targets, specifically citing a 2014 promise.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
10
The slide uses a 'social proof' strategy by aggregating positive analyst sentiment to validate the 'crown jewel' thesis.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
11
The slide uses a 'list of quotes' to set up a future contradiction between management's claims and actual performance.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
20
Uses a 'Promise vs Result' table structure to build a case for management incompetence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
21
Uses a timeline-based annotation approach to highlight the gap between management promises and actual guidance revisions.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
22
The slide uses a 'before and after' structure centered around Jim Vena's tenure to show that the lack of confidence is a persistent, cyclical issue.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Agitate1 hit
23
The slide uses a 'Significantly BELOW' callout column to emphasize the gap between guidance and reality.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
24
The slide uses a bar chart to contrast UNP's CEO bonus payout percentages against a peer average, highlighting a persistent gap.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
26
The slide uses a combination of qualitative quotes and a quantitative bar chart to build a case against management's operational competence.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
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 1 hit