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Matching slides 6,430
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3,121-3,150 of 6,430
96
This slide provides historical context for the dissolution of The WB network.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
121
Includes multiple citations for CEO quotes and corporate actions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
144
The slide serves as an appendix exhibit (2C.24) supporting the argument that Publishing has the capabilities to launch successful new magazines.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
172
This slide serves as a historical case study on a missed M&A opportunity for Time Warner.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
252
Contains specific financial benchmarks for TWC, CVC, CSC Holdings, and Insight Communications.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
129
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
04
Includes two pie charts detailing product mix and operating model.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 hit
48
Uses authority bias to validate the refranchising thesis.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
49
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
12
Uses analyst quotes to validate the activist's thesis regarding capital mismanagement.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 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
42
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
10
Slide 10 of an activist deck, likely part of a broader argument about Disney's operational strategy.The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
01
Dell Technologies (Class V / DVMT tracking stock) (DVMT)Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
10
Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath1 hit
03
The slide is a continuation of a letter, focusing on corporate sustainability strategy and policy advocacy.Ferrovial (FER) · Chris Hohn
Shareholder letter Activist investor Beat · Desire1 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
45
This slide is a defensive argument against potential concerns regarding pension liabilities in a corporate restructuring.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
48
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
49
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
50
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
51
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
52
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
05
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Situation & Context1 hit
04
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
13
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
06
The slide establishes the 'why' behind the activism, focusing on long-term ownership and fiduciary responsibility.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Problem1 hit
14
The slide highlights the shift from bank-dominated financing to capital market (bond) financing in Europe.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Market Size1 hit
26
The slide contrasts negative governance experiences with a proactive mitigation strategy.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · Team1 hit