Matching slides 118,471
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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 3 hits
15
The slide discusses corporate restructuring mechanisms (spin-off, split-off, Reverse Morris Trust) in the context of tax optimization.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle3 hits
09
The slide uses two pie charts to illustrate the shift in product sales mix over a four-year period.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 3 hits
03
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
06
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 · Problem3 hits
29
The slide uses a comparison-style layout to link specific governance provisions to their negative effects on shareholder value.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
30
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 · AgitateLoop · Cost Of Inaction3 hits
03
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 · Hook3 hits
30
The slide uses a mix of rhetorical questioning and industry trend data to challenge current board composition.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
02
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)3 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)3 hits
40
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle3 hits
42
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle3 hits
29
Uses a series of quotes to build a case against management/board transparency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
32
Uses a direct quote comparison to expose management inconsistency.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 3 hits
08
The slide uses a timeline-annotated line chart to demonstrate the persistent discount of DVMT relative to VMW.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem3 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
04
This is page 2 of a formal legal/shareholder letter.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Impact & Next Steps3 hits
15
Uses a before-and-after comparison of financial performance to argue for structural change.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain3 hits
15
Uses a combination of a peer comparison table and a line chart to demonstrate financial mismanagement.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate3 hits
28
Uses a simple additive equation structure to communicate value creation.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 3 hits
42
The slide uses a quantitative buildup to estimate the financial impact of spectrum deployment on CCI's AFFO per share.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps3 hits
34
The slide highlights the massive capital deployment relative to the company's market valuation.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction3 hits
77
The slide uses a three-column layout to detail specific tactical maneuvers by the Board.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction3 hits
110
The slide uses a callout box for the primary demand and a grid for specific areas of inquiry.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 3 hits
128
This slide uses a three-column structure to frame the problem (underperformance), the villain (the Board), and the solution (nominees).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 3 hits
01
Slide 1
This is a classic activist investor 'proxy fight' opening letter.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Problem (Identify pain)3 hits
04
This is a formal activist letter serving as the cover/introductory page of a presentation deck.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
03
This appears to be the final page of a letter from the SEC to Whole Foods Market.Whole Foods Market, Inc. (WFMI) · William Choi
Regulatory filing Activist investor 3 hits
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 · Evidence3 hits