slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 1,801-1,830
Pages 210
Rows per page 30
Framework
1,801-1,830 of 6,294
21
The slide uses three bar charts to highlight the relative underperformance of McDonald's (red bars) compared to its peers (grey bars).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
Uses BBFAW and FAIRR data to highlight McDonald's underperformance.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
37
The table uses checkmarks to indicate expertise across SASB criteria and other relevant experience categories.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
51
The slide uses a line chart to visualize stock growth and a table to summarize 1-year and 5-year returns.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The chart uses negative values to highlight underperformance relative to benchmarks.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
30
The charts demonstrate a consistent alpha generation for buyback strategies across multiple time horizons.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
31
The slide uses red circles to emphasize the outlier status of HMA's tenure and low board refreshment rate.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
41
Uses a comparison table to highlight the gap in specific operational and turnaround experience.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
10
The 'Status Quo' column is visually crossed out with a red X to indicate rejection.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
18
The slide uses a combination of a data table and a bar chart to illustrate that CCI's current yield is an outlier compared to peers, suggesting it should trade at a lower yield (higher price).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
The table compares Crown Castle (CCI) against various peer groups (Data Center REITs, Outdoor REITs, Wireless, and Wireline).Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
The chart uses a regression line to show the expected relationship between growth and yield, with an arrow indicating the target compression for PF CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
21
The slide uses a peer group to justify a valuation framework for tower companies by drawing parallels to energy infrastructure.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
22
The slide uses peer data to justify a shift in capital allocation and valuation methodology for CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
The slide argues that towers (CCI) should be valued as 'utilities of the 21st century' due to superior growth profiles.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
25
The chart highlights CCI at 1.10x coverage in purple to contrast with other high-yield peers.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
36
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
37
The slide uses a raw screenshot from a Bloomberg terminal, which is common in activist investor presentations to establish credibility.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
The slide uses a combo chart (bar for leverage, line for coupon) alongside a detailed data table to contrast capital structures.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide highlights the disparity between the high-performing S&P Ratings segment and the lower-performing Education segment.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Includes a table comparing financial metrics (Revenue, EBIT, CapEx, margins) for 2008-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
Uses a comparison table to expose a valuation gap.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
19
Uses a combination of donut charts for market segmentation and a bar chart for historical revenue.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Evidence1 hit
29
The slide highlights a strategic opportunity to partner with PC OEMs that lack a print presence.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
32
The slide uses a comparison framework to justify a shift in distribution strategy.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit
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 Ask1 hit