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Matching slides 110,471
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Pages 3,683
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19,741-19,770 of 110,471
142
Includes a data table (Exhibit 2C.21) and qualitative analysis of industry challenges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
253
The slide provides competitive context for TWC's market position relative to RBOCs and other cable operators.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
274
Part of a larger Lazard activist deck regarding Time Warner restructuring.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
348
This slide appears to be an appendix or summary page from a larger report, likely a case study on Time Warner's corporate strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
10
Uses a process-style list on the left to frame the broader activist agenda, with specific focus on 'Cost Management'.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal3 hits
11
The slide uses a vertical list of thematic areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the proposed improvements.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal3 hits
24
The slide uses a numbered sequence (1-4) to map events onto a stock price chart, demonstrating the negative impact of the buyback timing.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution3 hits
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)3 hits
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 · Agitate3 hits
23
The slide uses a 'staircase' or 'progressive disclosure' layout to present the three pillars of the activist campaign.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
52
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet3 hits
05
The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem3 hits
14
Uses a combination of a line chart and press clippings to highlight management's poor judgment.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate3 hits
25
Uses a step-by-step logical flow to reconcile public guidance with internal targets.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate3 hits
27
Uses a split-screen comparison to juxtapose management claims against operational reality.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
29
The table calculates 'Additional Repurchase Capacity' based on increasing leverage to 4.5x and 5.0x at two specific historical dates.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
35
Uses a three-part structure (Facts, Fiduciary Duties, Our Opinion) to build a legal argument against the board's actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate3 hits
38
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
45
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
47
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
48
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
49
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
50
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
52
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution3 hits
04
Includes logos of Crown Castle and Corvex Management at the bottom.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context3 hits
13
Uses a CFO quote to frame the company's current strategy before providing a rebuttal.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter3 hits
26
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle3 hits
03
Includes images of Time and Forbes magazine covers featuring Carl Icahn to establish authority.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 3 hits
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 3 hits
38
Includes specific callouts for investor day guidance and a potential EPS upside scenario.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 3 hits