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Matching slides 41,127
Current window 17,431-17,460
Pages 1,371
Rows per page 30
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17,431-17,460 of 41,127

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10
The slide uses indexed performance to show relative growth/decline over a specific CEO tenure period.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
53
Includes footnotes regarding accounting changes and non-recurring charges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 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
02
Dell Technologies (Class V / DVMT tracking stock) (DVMT)Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
07
This slide serves as a summary of the activist's position against the Dell/DVMT merger.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 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
13
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
03
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
31
Uses a combination of bar charts and box plots to demonstrate peer comparability.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
43
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
03
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
14
Uses a line chart with annotations to correlate specific management statements with stock price movement.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
32
This is a standard footer/contact page for an activist investor campaign website.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
34
This is a campaign microsite landing page layout.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
35
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
02
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
08
The slide uses a narrative of board incompetence and value destruction to justify a director nomination.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
Union Pacific Corporation (UNP)Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
06
The slide uses strong, negative framing ('worst', 'failed', 'disgruntled') to build a case against the CEO.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
33
Uses a before-after framing to contrast companies with and without specific operational leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
34
Uses a causal chain/logical equation structure (A+B+C+D=E).Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 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
09
Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
21
The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses a specific 'Net Contributed Cash Flow' calculation to argue the deal is undervalued.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
28
The slide uses a matrix structure to contrast current revenue against a 'white space' growth opportunity.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
34
The slide uses a 'villain' narrative (Xerox management) to justify an activist intervention.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit