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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 1,441-1,470
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

1,441-1,470 of 14,162

filter-aware
14
Uses a list-based structure to contrast specific governance failures with a supporting analyst quote.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
20
Uses a list of red-flagged governance and management issues to build a case against the board's decision-making.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
21
The slide uses a list-based critique structure to highlight specific failures in cost management, controls, and structural accountability.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
22
Uses a sidebar of thematic pillars (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the critique.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
23
The slide uses a list of focus areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) as a navigation/context sidebar.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
03
The slide uses a table to highlight shifting valuation figures across four different time periods, framing the activist's changing arguments as a 'switcheroo'.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · ProblemLoop · Aha Moment1 hit
05
This is a rebuttal slide from Agrium attacking JANA's methodology. The table explicitly calculates the 'implied' multiple to show it is unrealistic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
07
The slide uses a comparison table to highlight peer expansion projects as a counter-argument to JANA's valuation logic.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
09
The slide uses a 'villain' framing to discredit JANA's financial analysis.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · AgitateLoop · The Reveal1 hit
10
This is a rebuttal slide targeting an activist investor's (JANA) valuation model.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
02
This is a primary source document (letter) used as evidence of corporate governance failure.Arconic Inc. (ARNC) · Richard B. Zabel
Shareholder letter Activist investor Beat · Problem & Complication1 hit
22
The slide uses a rhetorical question and a 'no' symbol to emphasize the contradiction between performance and pay.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
23
The slide uses a waterfall chart to visually isolate the impact of HITECH payments on the reported EBITDA figure.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
24
The slide highlights a consistent pattern of public statements to support an argument of management misapplication of incentives.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
25
Uses a step-by-step logical flow to reconcile public guidance with internal targets.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
26
Uses a 'Board is mistaken' framing to directly challenge management's stated incentive philosophy.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
27
Uses a split-screen comparison to juxtapose management claims against operational reality.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
28
Uses a combination of a bar chart and a data table to contrast HMA's 0% repurchase rate against industry peers.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
29
The table calculates 'Additional Repurchase Capacity' based on increasing leverage to 4.5x and 5.0x at two specific historical dates.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
32
The slide uses a contrast-pair structure to highlight the gap between shareholder suggestions and board inaction, followed by a breakdown of the 'Rights Plan' mechanics.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
33
The slide uses a timeline to frame the Board's actions as 'hostile' and 'insular'.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
34
Uses historical transcripts to contrast board claims with outcomes.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
35
Uses a three-part structure (Facts, Fiduciary Duties, Our Opinion) to build a legal argument against the board's actions.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate1 hit
07
The slide uses a contrast-pairs approach to highlight investor concerns.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
13
Uses a CFO quote to frame the company's current strategy before providing a rebuttal.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
11
The slide uses a 'villain' critique approach by highlighting the lack of synergy between business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses external analyst citations to build a case for divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
09
Uses a waterfall bridge to visualize the reconciliation of operating margin between 2016 and 2017.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit
10
The slide uses a red box highlight to draw attention to the stagnant operating profit margins despite reported cost savings.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Complication1 hit