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Preempt Rebuttal
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The slide uses a 'preempt_rebuttal' strategy to counter the board's likely argument about consumer price sensitivity.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The slide uses aggressive, confrontational language typical of activist investor presentations.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
15
This slide outlines the legal strategy of Icahn Capital to challenge Dell's corporate actions.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
16
Uses quotes from management to contradict the 'turnaround' narrative.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
12
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence1 hit
12
United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Expose Contradiction1 hit
14
The slide uses a comparison of three data sources across three years to highlight a discrepancy in capital expenditure forecasting.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor 1 hit
15
Phillips 66 (PSX)Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses a combination of bar charts and box plots to demonstrate peer comparability.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
This is a page from an SEC comment letter addressed to Crown Castle Inc.Crown Castle International Corp. (CCI) · SEC
Regulatory filing Activist investor 1 hit
07
Includes two area charts comparing operational metrics (Train Speed and Dwell Time) before and after a specific executive's tenure.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Zoom In1 hit
11
This is a classic activist investor 'myth-busting' slide.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Elimination1 hit
12
Uses a 'Claim vs Counter Point' structure to systematically dismantle opposition arguments.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Elimination1 hit
13
This is a classic 'Claim vs. Counter-Point' rebuttal slide used in proxy contests.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Elimination1 hit
09
The slide uses a screenshot of a FreightWaves article to provide external validation of the legal situation.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor 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
18
The slide uses Union Pacific's historical performance as a proxy for the potential success of Jim Vena at Canadian National.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
09
Elanco Animal Health (ELAN)Elanco Animal Health (ELAN) · Ancora
Activist deck Activist investor Beat · The Monster1 hit
16
The slide uses a 'Relational and CalSTRS' Response' header to frame the rebuttal.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
18
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The Timken Company (TKR)The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses color-coded boxes (green/red) to map current organizational structure to duplication requirements.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
35
The chart uses the Bloomberg ticker BNSPIN to track spin-off performance.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
25
Uses a downward arrow graphic to represent value destruction, culminating in a pile of burning money.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
16
Uses a historical precedent to frame current PE interest as predatory rather than value-additive.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
17
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
18
The slide uses a 'Why not instead' framing to pivot from a critique of management's plan to a proposed alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
71
This is a classic activist investor rebuttal slide, framing the opponent's proposal as a 'fire sale' and positioning the author's plan as the superior alternative.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
72
Yahoo! Inc. (YHOO)Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
74
Uses a specific quote to frame a counter-argument (preempting the 'it's impossible' rebuttal).Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit