anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

27 Cost Of Inaction

Loop collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 31,900
Current window 10,351-10,380
Pages 1,064
Rows per page 30
Loop: 27 Cost Of Inactionclear collectionreset all
18 30 60

Loop

10,351-10,380 of 31,900

filter-aware
01
Slide 1
This is a newsletter/research note page. It uses a 'This Is Spinal Tap' reference to frame the disconnect between Icahn and the eBay board.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
02
Includes a mock-up of an eBay Board of Directors meeting agenda item regarding the Skype divestiture.eBay Inc. (EBAY) · 13D Monitor
Research note Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide uses a list-based diagnostic approach to frame the need for activist intervention.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a list of strengths to preemptively argue that the company's problems are solvable, framing the activist's intervention as a catalyst for change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide uses a 'staircase' or 'progressive disclosure' layout to present the three pillars of the activist campaign.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
The slide uses a bar chart to represent the valuation gap between the status quo and the proposed turnaround plan.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
The chart highlights a progression of share price increases from +38% to +87% as EBITDAR margins improve from 15% to 20%.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Southwest Airlines (LUV)Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
The slide uses a yellow border to highlight the quote, with specific emphasis underlined in the text.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 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
29
The slide uses a red bar for 'Today' to emphasize the critical valuation gap.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
30
Includes a quote from Deutsche Bank (Oct 2023) emphasizing the margin gap.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
This is a social media advertisement (LinkedIn) for the Streamline 66 campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
27
This is a social media ad creative (likely LinkedIn) used for an activist campaign.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
13
This is a text-heavy page from a shareholder letter, likely part of an activist campaign by Elliott Management.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
14
This is the final page of a shareholder letter from Elliott Management to Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
09
The slide uses a combination of a horizontal bar chart for asset value comparison and a grouped bar chart for peer valuation multiples.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses the company's own data to argue that the stock is significantly undervalued.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
16
Uses a quote-contradiction framework to undermine the Board's credibility.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a quote from the board to contrast with the negative stock performance data.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
04
Uses a rhetorical questioning technique to build a case for conflict of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
05
The slide uses direct quotes from a 2012 proxy statement to highlight potential conflicts of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a bulleted list to build a narrative of investigative discovery.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal1 hit
31
The chart uses a waterfall structure to bridge current EPS to potential pro-forma EPS based on specific operational improvements and capital allocation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Cost Of Inaction1 hit