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The slide uses a side-by-side comparison format to detail the grievances against each director.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Aha Moment2 hits
36
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
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The slide uses a side-by-side comparison format to list grievances against two specific directors.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
01
Slide 1
This is a formal letter of support used as a testimonial/precedent in a proxy battle.Norfolk Southern Corporation (NSC) · Lourenco Goncalves
Shareholder letter Activist investor Beat · Attention2 hits
10
This is a formal letter signed by John Pike and Bobby Xu.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem2 hits
68
This is the final page of an activist investor letter, including signatures and a brief firm bio.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution2 hits
20
The slide uses a quote from a CNBC Mad Money interview to validate management's strategic direction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence2 hits
02
United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Hook2 hits
10
United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Expose Contradiction2 hits
16
United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 2 hits
17
Uses a timeline to highlight the contradiction between management's past statements and their reactive actions following activist pressure.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate2 hits
59
Uses screenshots of regulatory filings and news articles as evidence of hypocrisy.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution2 hits
69
Uses juxtaposition of disaster imagery and executive compensation data to frame a governance critique.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · SolutionLoop · David Goliath2 hits
77
Uses a torn-paper visual effect for the press release excerpt and speech bubbles for the quotes.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution2 hits
100
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution2 hits
31
Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Victory2 hits
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Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Victory2 hits
39
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 2 hits
01
Slide 1
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
46
Uses a quote to frame the strategic failure as a 'short-term financial gain' that backfired.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown2 hits
54
Uses specific examples of Cable One and Suddenlink to illustrate the broader trend of carriage disputes and subscriber churn.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown2 hits
64
Uses a quote to frame the CEO's short-sightedness and follows with the negative outcome.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
72
Uses a 'what-if' scenario to critique capital allocation strategy.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 2 hits
84
Includes a quote from Mario Gabelli and images of The Walking Dead and Josh Sapan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
87
The slide uses a 'Step 8' framing, implying a multi-step strategic plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
25
Includes two historical screenshots of the Yahoo homepage.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
33
Uses a contrast-pairs framework to highlight the differences between two leadership candidates.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
35
Uses a contrast-pairs framework to highlight the gap between expected value and actual outcome.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
45
Uses a quote from Eric Jackson to frame the failure as a lack of market research.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits
59
Uses visual juxtaposition to criticize management's fiscal responsibility.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 2 hits