anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Disclaimer

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 41,127
Current window 17,401-17,430
Pages 1,371
Rows per page 30
Component: Disclaimerclear collectionreset all
18 30 60

Component

17,401-17,430 of 41,127

filter-aware
02
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor 1 hit
03
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor 1 hit
02
Agrium (AGU)Agrium (AGU) · Agrium
Regulatory filing Activist investor 1 hit
02
Bob Evans Farms, Inc. (BOBE)Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor 1 hit
17
The slide highlights a governance gap at HMA compared to peers like HCA, LPNT, and THC.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Iceberg1 hit
31
The slide uses red circles to emphasize the outlier status of HMA's tenure and low board refreshment rate.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
02
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
28
Uses a simple additive equation structure to communicate value creation.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
33
The chart highlights ADT and Monitronics specifically within the peer group.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
01
Slide 1
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
16
Includes a disclaimer note at the bottom regarding 2015 AFFO projections and dividend exclusion in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Includes a disclaimer regarding conservative guidance and exclusion of dividends in price change calculations.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
22
The slide uses peer data to justify a shift in capital allocation and valuation methodology for CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
40
The table uses specific line items to adjust GAAP revenue to organic cash revenue growth, including churn and non-comparable services.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
SEC filing metadata visible at top and bottom.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
03
The McGraw-Hill Companies (MHP)The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Includes a table comparing financial metrics (Revenue, EBIT, CapEx, margins) for 2008-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
02
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
12
The slide uses a peer comparison to demonstrate undervaluation.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Problem & Complication1 hit
25
The tables highlight the $125 dividend scenario as a focal point.Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
02
Rovi Corporation (ROVI)Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart to isolate 'Core Product' revenue from 'Declining Businesses' and 'Est. Acquisition Revenue' to argue that organic growth is weak.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
19
Includes a preemptive defense regarding Unwired Planet stock performance.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
02
Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor 1 hit
02
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup1 hit