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Preempt Rebuttal
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91-120 of 645
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The slide uses a 'preempt_rebuttal' strategy to counter the board's likely argument about consumer price sensitivity.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
50
The slide uses a peer company (WWW) as a precedent to validate the activist's proposed strategy for the target company.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
15
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
Uses a numbered callout system (01-04) to map specific claims in the company's presentation to the activist's rebuttals.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)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
21
Includes a detailed 'STB Adjusted Yield Calculation' table to justify the yield premium argument.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide uses a Q&A format to preemptively address market skepticism regarding valuation comparables.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
29
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
30
The slide uses a two-column table format to address specific investor/stakeholder questions regarding the Greyhound asset.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
31
The slide uses a Q&A format to preemptively address investor concerns about the urgency of the activist's proposal.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
32
The slide uses a Q&A table format to frame the activist's proposal as a logical evolution of the company's previous actions.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
33
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
45
This slide is a defensive argument against potential concerns regarding pension liabilities in a corporate restructuring.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
42
This slide is part of an investor presentation by Corvex Management LP.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
44
The slide uses direct quotes from ADT's own investor presentations to build credibility.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · David Goliath1 hit
28
The slide uses a mix of bullet points and sub-bullets to address investor concerns about interest rates and dividend policy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
29
The chart uses a dual-axis line graph to compare EV/EBITDA multiples against interest rates, including a trend line with a low R-squared value.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
27
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Solution & Approach1 hit
04
The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrative.The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
06
The slide is split into two distinct sections: a rebuttal of P&G's 'short-term' claim (Page 79) and a performance case study of Mondelēz (Pages 80-83).The Procter & Gamble Company (PG) · Trian Partners
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Zoom In1 hit
78
Uses a list of negative points to contrast consulting vs. board seats, followed by a 'villain critique' style quote section highlighting personal relationships.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
114
The slide uses a table to highlight the lack of clarity and potential cannibalization risks in Disney's current and future sports product roadmap.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
118
Uses a waterfall-style comparison chart to show stock underperformance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
123
Uses a two-column comparison table to systematically refute four distinct claims.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
125
Uses a side-by-side comparison format to directly refute specific shareholder communications.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
03
This slide uses a 'preempt_rebuttal' strategy by quoting the company's own accusations against the activist and then reframing the activist's position as a principled defense of shareholder value.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a structured list format to address specific management objections point-by-point.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution1 hit
16
The slide uses a 'Relational and CalSTRS' Response' header to frame the rebuttal.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses a historical precedent to frame current PE interest as predatory rather than value-additive.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit