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Executive Summary
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Matching slides 5,545
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2,041-2,070 of 5,545
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
05
The slide uses a numbered list to outline the core argument for intervention.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
112
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
03
The slide outlines the core investment thesis for Sandell Asset Management regarding Bob Evans Farms.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Situation & Context1 hit
03
The slide outlines a two-step activist plan: real estate separation and board/governance overhaul.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 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
07
This slide serves as a summary of the activist's position against the Dell/DVMT merger.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
07
The slide outlines a three-step restructuring plan (spin-off, divestiture, balance sheet strengthening) and categorizes the expected benefits.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
02
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
03
The slide uses a numbered list format to structure the argument for change.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
04
This is a continuation of a list, starting at point 3.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a numbered callout '5' to indicate this is part of a larger argument.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Problem1 hit
37
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
38
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
39
Health Management Associates (HMA)Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Solution1 hit
03
ADT Corporation (ADT)ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
04
Includes footnotes regarding financial data sources and adjustments.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
04
Includes logos of Crown Castle and Corvex Management at the bottom.Crown Castle International Corp. (CCI) · Corvex Management
Activist deck 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
05
This slide serves as an introductory overview for an activist investor presentation.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
31
Investor presentation slide by Marcato Capital Management.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
48
Includes ticker, price, market cap, TEV, 2011 revenue, 2011 FCF, and valuation multiples.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
03
The slide serves as the opening thesis for an activist campaign, detailing ownership, valuation gap, and specific demands.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · Problem1 hit
05
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
The slide uses a matrix to map biotech product pipeline against end-markets and geographies.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction1 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 uses a map to show geographic concentration and a line chart to demonstrate IRR potential at current oil prices.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
07
This slide uses a strong 'villain' framing to establish the need for change.SandRidge Energy (SD) · Carl C. Icahn
Activist deck Activist investor 1 hit
03
The slide uses a bulleted list structure to present arguments against a corporate transaction.TPC Group Inc. (TPCG) · Sandell Asset Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
03
Tronox Incorporated (TROX)Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit