Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

113,281-113,340 of 319,975

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01
Slide 1
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor 1 hit
02
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor 1 hit
03
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor 1 hit
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
Includes a quote about Barry Rosenstein from a CEO.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
06
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Problem1 hit
07
Uses a 'Before/After' framework to demonstrate the efficacy of activist intervention.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
08
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
09
Agrium (AGU)Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
10
Uses a process-style list on the left to frame the broader activist agenda, with specific focus on 'Cost Management'.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 hit
11
The slide uses a vertical list of thematic areas (Cost Management, Controls, Capital Allocation, Conglomerate Structure, Corporate Governance) to frame the proposed improvements.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · AgitateLoop · The Reveal1 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
06
The page contains only header and footer metadata.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
07
This is a classic activist investor 'diagnosis' slide, framing the company's issues as structural rather than cyclical.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
09
The McGraw-Hill Companies (MHP)The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
10
This appears to be a blank page or a placeholder page from an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
11
The slide uses a 'villain' critique approach by highlighting the lack of synergy between business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
12
The page contains only header and footer metadata.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
13
The chart includes a table inset showing average multiples and a right-hand list showing spot valuations at the end of the period.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
14
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a red oval annotation to emphasize the gap between the weighted average of peers and McGraw-Hill's performance.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
16
This appears to be a page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
The slide uses red ellipses to highlight the comparison between McGraw-Hill, Moody's, and the weighted average.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
19
The McGraw-Hill Companies (MHP)The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
21
The slide uses a logo-grid to represent the portfolio components and a callout box to frame the strategic challenge.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide highlights the disparity between the high-performing S&P Ratings segment and the lower-performing Education segment.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The page appears to be a placeholder or a blank page from an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a table to highlight the poor performance of the Education segment relative to other business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
26
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
Includes a table comparing financial metrics (Revenue, EBIT, CapEx, margins) for 2008-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
Uses AAP data to contrast 'New Adoptions' vs 'Other US K-12 Ed Spend' market share trends from 2007-2010.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
This appears to be a fragment of a larger document, likely an SEC filing exhibit.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
Uses external analyst citations to build a case for divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
The page is essentially empty, serving as a placeholder or separator in a larger document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Uses 'orphan' asset framing to justify a spin-off or divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
The page is essentially empty, serving as a placeholder or separator in a larger SEC filing document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
The page contains only header and footer information, including a date, document reference, page number, and URL.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
38
The page contains only header and footer metadata typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
The slide uses two grouped bar charts to illustrate the margin deficit compared to competitors.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
This appears to be a blank page from an SEC filing exhibit with a header and footer.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
41
Uses analyst quotes to validate the 'conglomerate discount' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
42
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
43
The table highlights 'Limited Corporate Overhead' as the primary interaction between most segments, suggesting no operational synergy.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
44
The page contains only header and footer information typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
45
The McGraw-Hill Companies (MHP)The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Loop · Three Horizons1 hit
46
The page contains only header and footer metadata.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Loop · Three Horizons1 hit
47
The table highlights the fragmented analyst coverage across different business segments, supporting the 'overly complex' thesis.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
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The slide is essentially blank except for a footnote and page numbering.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
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Uses a waterfall-bridge chart to illustrate value creation levers.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
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The page contains only header/footer information and a reference to a tax rate footnote.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
51
The slide uses a list format to summarize the core demands (separation, cost cutting, buybacks, governance).The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
52
The page contains only header and footer metadata typical of an SEC EDGAR filing document.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit
53
The page contains only header and footer metadata typical of an EDGAR filing.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor 1 hit