Matching slides 2,665
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1,501-1,530 of 2,665

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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
264
Includes citations for quotes from former executives supporting the 'stand-alone' business argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
91
Uses a 'problem-solution' framing where the problem is IT inefficiency. Includes quotes from stakeholders.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
29
The chart uses red circles to highlight specific declining trends across categories.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
31
The slide uses a bar chart to show the historical percentage of takeout sales, highlighting a recent uptick in Q1 2016.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 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
45
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 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
112
The chart uses a waterfall-like logic to show historical FCF and highlights the uncertainty of 2025/2026.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
04
This is a classic activist investor 'vote no' slide, framing the deal as a bad trade and highlighting the discrepancy between the offer price and the underlying asset value.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 1 hit
17
The slide uses a metaphor (Sisyphus) to describe a business in a state of perpetual, futile decline.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
10
The title is a play on 'colonoscopy', implying a deep, perhaps unpleasant, examination of the coal industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
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Uses a humorous cartoon to frame the 'pain' of the industry.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · Need1 hit
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
57
The slide uses a patent document as evidence for a potential new product strategy.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
57
Uses a pop-culture reference (Homer Simpson looking at an empty ice cream carton) to explain a business concept.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · So What Cascade1 hit
06
The slide argues that market inefficiencies are temporary and correctable, framing the investment opportunity.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
37
This is an activist investor slide arguing for a breakup or spin-off of business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
28
The slide uses an org chart to visually demonstrate the complexity of the current structure.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
112
Includes a waterfall-style chart showing historical FCF and the uncertainty of future years.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
115
The slide uses a 3x3 grid layout to present a list of strategic concerns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
117
Uses a 'problem-solution' structure where the top section identifies failures and the bottom section proposes a leadership-driven solution.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
09
The slide uses a Peloton workout interface as a metaphor for the company's business performance during the pandemic.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
24
The slide uses a simple line chart to illustrate a long-term competitive decline.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
54
The slide uses a line chart to visualize the margin decline and provides specific operational levers for margin expansion.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
21
Page number 20 included in footer.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
54
Uses specific examples of Cable One and Suddenlink to illustrate the broader trend of carriage disputes and subscriber churn.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Loop · Mece Breakdown1 hit