slides · global inventory
Frame Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,849
Current window 3,541-3,570
Pages 195
Rows per page 30
Slide function
3,541-3,570 of 5,849
09
The slide uses a narrative-driven approach to frame the company's performance issues as a result of poor management and corporate mythology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context1 hit
276
The slide uses a numbered list to define the strategic criteria for a spin-off or separation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
277
Part of a larger activist deck (Lazard). Focuses on the failure of the 2001 merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
04
The slide uses a custom '5 C's' framework to categorize the activist's agenda.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
11
This is an activist investor deck slide arguing for a corporate breakup.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
05
This slide serves as the opening thesis statement for the activist deck.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
17
The slide uses a high-contrast overlay on a photo of pigs in crates to establish an emotional tone.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
01
The document is a formal press release/open letter format.Xerox Corporation (XRX) · Carl C. Icahn
Shareholder letter Activist investor Beat · Attention1 hit
23
Deckers Outdoor Corporation (DECK)Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a hub-and-spoke diagram to show the competitive pressure on the consumer.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Problem & ComplicationLoop · Golden Circle1 hit
04
This is a classic activist 'problem-solution' framing slide.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Problem Identification1 hit
115
The slide uses a grid layout to present eight distinct strategic concerns.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
08
The slide uses a timeline-annotated line chart to demonstrate the persistent discount of DVMT relative to VMW.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
02
This is page 1 of an activist investor letter/deck.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem1 hit
12
Uses a classic red/yellow split-screen contrast technique.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
The slide uses a narrative structure to build a case for activist intervention.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster1 hit
17
Uses a classic before-after framing to contrast current failures with proposed improvements.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The StruggleLoop · Tale Two Worlds1 hit
09
The slide uses a list format to challenge the Board's decision-making and strategic direction.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
04
Uses a comparative equation structure to contrast the Board's current valuation with the activist's proposed alternative.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
01
This is a formal letter addressed to the Chairman of the Surface Transportation Board.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · Situation & Context1 hit
08
The slide uses a bulleted list structure to frame the investment thesis and the specific problems with current management strategy.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
21
The slide uses a logo-grid to represent the portfolio components and a callout box to frame the strategic challenge.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
04
This slide serves as the 'thesis' or 'opening hook' for the activist campaign.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
119
The slide uses a 'villain' framing (Universal) to demand increased capital expenditure from Disney.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
01
This is a classic activist investor 'proxy fight' opening letter.The Walt Disney Company (DIS) · Trian
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
08
The slide uses a narrative of board incompetence and value destruction to justify a director nomination.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
This slide outlines the core argument for why the company is undervalued due to poor capital management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
13
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
This is a formal activist investor letter. It frames the problem as underperformance and proposes a structural split.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
17
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit