slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,971-27,000
Pages 10,128
Rows per page 30
Component
26,971-27,000 of 303,834
04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
06
This slide is a classic activist defense rebuttal targeting an opponent's valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate2 hits
05
Uses a simple additive visual structure to show the components of the deal value.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
01
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem2 hits
09
The slide uses a red 'X' to denote missed guidance and a dash for achieved/exceeded, culminating in a summary row showing the total number of misses.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Pattern Hunter2 hits
12
Uses direct quotes from earnings calls to highlight contradictions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
21
Uses a contradiction between internal compensation metrics and external shareholder communication to critique board governance.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
22
The slide uses a rhetorical question and a 'no' symbol to emphasize the contradiction between performance and pay.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 hits
23
The slide uses a waterfall chart to visually isolate the impact of HITECH payments on the reported EBITDA figure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate2 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 · Agitate2 hits
26
Uses a 'Board is mistaken' framing to directly challenge management's stated incentive philosophy.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
28
Uses a combination of a bar chart and a data table to contrast HMA's 0% repurchase rate against industry peers.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 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 Inaction2 hits
40
The slide uses a visual bridge connecting the list of nominees to the five core competencies required for the board.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution2 hits
01
This is a SEC filing exhibit cover page.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 2 hits
41
The chart highlights that ADT is trading at a lower multiple (46.0x) compared to recent precedent transactions (54.1x - 57.1x).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 2 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 2 hits
11
The slide uses a table format to list board members and provide negative context for each, framing them as the 'Bankruptcy Board'.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction2 hits
12
Uses a specific case study to undermine board credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
13
The slide uses a two-column layout to contrast the board's dismissal with the strategic rationale for the merger.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
14
The slide uses a callout box to define and critique the 'wolf pack' clause.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
15
The slide uses a combination of narrative critique and a supporting data table to frame the board's compensation decisions as irresponsible.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
19
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
22
SandRidge Energy (SD)SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet2 hits
01
Xerox Corporation (XRX)Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup2 hits
03
Includes images of Time and Forbes magazine covers featuring Carl Icahn to establish authority.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup2 hits
04
Includes a photo of Darwin Deason and the ACS logo.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Setup2 hits
14
The slide uses a hierarchical bulleted list to systematically dismantle the credibility of the current management team.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
20
Includes a news clipping image and footnotes referencing specific investigative reports and SEC filings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence2 hits
41
The slide uses a 'Tale of the Tape' format to contrast transaction value vs standalone value, highlighting the lack of a control premium in the transaction.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Closing Ask2 hits