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241-270 of 986
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
276
The slide uses a numbered list to define the strategic criteria for a spin-off or separation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
18
Uses a list-based diagnostic framework to critique operational inefficiencies.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
81
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 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
08
Includes a callout box regarding potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
08
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Mason Morfit
Activist deck Activist investor Loop · Golden Circle1 hit
08
The slide uses a political cartoon as a metaphor for market bubbles and corporate risk-taking.Assured Guaranty (AGO) · David Einhorn
Conference presentation Activist investor 1 hit
17
The slide uses a timeline visual to suggest extended market exclusivity for specific products.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Desire1 hit
12
The slide argues for the continued necessity of coal supply despite energy transition trends.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
36
The slide uses a photo of the team at a Pioneer location to establish context for the management meeting.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
61
The cartoon is a classic visual metaphor for market cycles.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
06
Crown Castle International Corp. (CCI)Crown Castle International Corp. (CCI) · Corvex Management
Activist deck Activist investor Beat · Problem & Complication1 hit
26
Nestlé S.A. (NESN)Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context1 hit
04
Uses a cartoon illustration to convey a somber message about industry decline.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor 1 hit
04
Uses a pie chart to illustrate the sum-of-the-parts valuation breakdown.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
02
This is a text-heavy press release slide outlining an activist investor's platform.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
09
Includes a callout box regarding potential upside from excess costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
20
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
This slide uses a four-column structure to frame the investment case for GE, contrasting past performance with future potential.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
34
The slide uses a mix of company-led initiatives and activist-led demands to frame the governance argument.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
55
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
23
The slide uses a 'blank sheet of paper' argument to counter management's claims of dis-synergies.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
25
The slide uses historical case studies to argue for the benefits of corporate focus and independent management teams.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
91
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
02
The slide is text-heavy, structured as a series of bulleted arguments.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 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
03
This is an activist investor presentation slide from Third Point regarding Yahoo.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit