Matching slides 60,568
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21,751-21,780 of 60,568

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The slide uses a table for performance benchmarking and a stacked bar chart for shareholder base composition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & ContextLoop · Logic Chain1 hit
17
The slide uses historical data to justify the need for corporate restructuring and cost-cutting, citing peer examples like DaimlerChrysler and Sony.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
25
The slide uses a table to categorize AOL's business units (Access, Audience, Digital Services, International) and their respective brands.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & Complication1 hit
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Contains two exhibits: subscriber count bar chart and a valuation table for the Bertelsmann put option.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
55
The slide uses a quote from the CEO to demonstrate the 'stagnation' by showing his commitment to the status quo.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
57
The slide uses a 'before-after' framing to illustrate the margin improvement potential.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
11
The slide uses a 'before-after' logic applied to a peer comparison to justify the activist thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses a 'before-after' or 'expose' structure by showing the company's claim on the left and the activist's rebuttal on the right.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The slide uses a 'before-after' framing to expose the contradiction between company claims and actual performance metrics.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
Uses a 'Correcting the Narrative' table and a 'True PSX Trading Value' waterfall chart to discredit management's accounting.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses a combination of qualitative arguments and quantitative peer benchmarking to challenge management's cost projections.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
27
Uses a red 'X' overlay on a competitor's table to visually debunk their claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses a three-column comparison structure to debunk specific synergy claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
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The slide uses a three-column comparison structure to systematically dismantle specific corporate claims.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
30
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
The slide uses a combination of a bar chart for performance metrics and a list-based case study table for operational achievements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
06
Includes historical context, segment EBITDA breakdown, key financial metrics, and operational mix charts.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor 1 hit
12
The slide uses a comparison matrix to argue for a strategic split or critique of the current business model.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
21
Uses a before-after framework to demonstrate that perceived asset quality is often a function of management quality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
22
Uses a 'before-after' logic applied to a peer comparison to establish a precedent for the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
23
The slide uses a grid layout to map specific board candidates to strategic imperatives.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Victory1 hit
04
The slide uses a 'villain' narrative to frame management's performance as the cause of shareholder value destruction.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
09
Includes a specific valuation bridge/table showing potential stock price doubling.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
12
The table highlights UNP's consistent 'WORST' ranking across all categories.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Problem1 hit
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 1 hit
28
The slide highlights a failure to meet self-imposed targets and a decline in performance compared to a previous period under specific leadership.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
32
The slide uses a 'before-after' logic applied to three distinct case studies to build a precedent for the current activist campaign.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Funnel Analysis1 hit
36
Includes a line chart showing historical NTM P/E and a table showing peer group multiples.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
38
Includes specific callouts for investor day guidance and a potential EPS upside scenario.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 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