slides · global inventory
11 Golden Circle
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 13,983
Current window 6,151-6,180
Pages 467
Rows per page 30
Loop
6,151-6,180 of 13,983
65
This slide serves as the concluding argument for the activist case against the AOL-Time Warner merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
66
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
67
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
68
Time Warner Inc. (TWX)Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
69
Includes an organizational chart of the Content business unit.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
70
Includes financial mix breakdown by revenue and OIBDA.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
35
The use of pigs as a background image is likely a metaphorical or provocative visual choice common in activist investor decks.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
36
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 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
38
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 Circle1 hit
39
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
40
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
41
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
42
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
43
The slide uses a grid of six boxes, each representing a specific ESG initiative, categorized by theme (Social Impact, Product & Lifecycle Impacts, Governance, Human Capital).McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
44
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
45
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
46
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
47
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
25
Edgewater Technology, Inc. (EDGW)Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
26
The slide uses a table to highlight the lack of 'skin in the game' for legacy directors.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
27
The slide uses a narrative structure to build a case against the current Board's competence.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
28
The slide uses a bar chart to contrast revenue growth against specific acquisition spending events.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
29
The slide uses a nested bullet point structure to detail specific grievances regarding the Board's handling of the strategic sale process.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 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
30
The slide uses two distinct scenarios (80% AFFO and 1.10x & VZ Deal) to demonstrate downside protection and IRR potential.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
31
The table highlights the trade-off between leverage-driven buybacks and dividend increases.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
32
The chart highlights that REITs have an average leverage of 6.1x, with the author noting higher business cyclicality compared to CCI.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
33
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit