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Peter A. Feld · shareholder-letter

Mellanox Technologies, Ltd. (MLNX)

17 pages · 0 arc beats · 0 loops

Shareholder-Letter Download JSON
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Mellanox Technologies, Ltd. (MLNX)

Peter A. Feld · 2018-02
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
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Whole deck 17 slides 100% 17/17 slides 100% 17/17 slides · 74 hits
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5.9% 1/17 slides 23.5% 4/17 slides
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Slide inventory

17
every slide · same image gating as the playbook
01
Slide 1
This is an activist investor letter from Starboard Value to Mellanox Technologies.frame_problem
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02
The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.expose_contradiction
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03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign against Mellanox management.expose_contradiction
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04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.expose_contradiction
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05
The slide uses a bar chart to highlight the discrepancy between director stock sales and current holdings.expose_contradiction
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06
closing_ask
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07
The table contains 30 rows of transaction data.appendix
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08
The table lists date, name, title, transaction type, security type, price, quantity, and total value.other
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09
Page number 9 at the bottom.appendix
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10
The table lists date, name, title, transaction type, security type, price, quantity, and total value.other
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11
The table lists various executives and their open market sales of ordinary shares between 2012 and 2013.analyze_data
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12
Page number 12 at the bottom.appendix
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13
This appears to be a standard SEC Form 4 disclosure table.appendix
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14
The table lists transaction dates, executive names, titles, transaction types, share types, prices, quantities, and total values.appendix
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15
The table lists date, name, title, transaction type, security type, price, quantity, and total value of sales.appendix
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16
The table lists date, executive name, title, transaction type, security type, price, quantity, and total value.other
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17
The table provides a granular record of executive stock activity, likely for regulatory compliance or transparency purposes.appendix
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