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324 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

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324 results · page 4 of 6
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Cintas Corp. (CTAS)
Activist-Deck Spruce Point Capital
Cintas Corp. (CTAS)
2019 73 pp playbook
Hill-Rom Holdings, Inc. (HRC)
Activist-Deck Spruce Point Capital
Hill-Rom Holdings, Inc. (HRC)
2019 80 pp playbook
Monolithic Power Systems (MPWR)
Activist-Deck Spruce Point Capital
Monolithic Power Systems (MPWR)
2019 95 pp playbook
Premier, Inc. (PINC)
Activist-Deck Spruce Point Capital
Premier, Inc. (PINC)
2019 29 pp
Marathon Petroleum Corporation (MPC)
Activist-Deck Elliott Management
Marathon Petroleum Corporation (MPC)
2019 45 pp playbook
Church & Dwight Co., Inc. (CHD)
Activist-Deck Spruce Point Capital
Church & Dwight Co., Inc. (CHD)
2019 92 pp playbook
Penumbra, Inc. (PEN)
Activist-Deck Spruce Point Capital
Penumbra, Inc. (PEN)
2019 61 pp playbook
Mettler-Toledo International, Inc. (MTD)
Activist-Deck Spruce Point Capital
Mettler-Toledo International, Inc. (MTD)
2019 136 pp playbook
Axon Enterprise (formerly TASER) (AAXN)
Activist-Deck Spruce Point Capital
Axon Enterprise (formerly TASER) (AAXN)
2019 72 pp playbook
Third Point Management | Activist Presentation Deck | 102 slides
Activist-Deck third-point-management
Third Point Management | Activist Presentation Deck | 102 slides
2019 102 pp playbook
Verint Systems, Inc. (VRNT)
Activist-Deck Spruce Point Capital
Verint Systems, Inc. (VRNT)
2019 108 pp playbook
A.O. Smith Corporation (AOS)
Activist-Deck Spruce Point Capital
A.O. Smith Corporation (AOS)
2019 20 pp
Kornit Digital Ltd. (KRNT)
Activist-Deck Spruce Point Capital
Kornit Digital Ltd. (KRNT)
2019 60 pp
PetIQ, Inc. (PETQ)
Activist-Deck Spruce Point Capital
PetIQ, Inc. (PETQ)
2019 96 pp
Aerojet Rocketdyne Holdings, Inc. (AJRD)
Activist-Deck Spruce Point Capital
Aerojet Rocketdyne Holdings, Inc. (AJRD)
2019 57 pp playbook
Legion Partners | Activist Presentation Deck | 14 slides
Activist-Deck legion-partners
Legion Partners | Activist Presentation Deck | 14 slides
2019 14 pp playbook
Legion Partners | Activist Presentation Deck | 168 slides
Activist-Deck legion-partners
Legion Partners | Activist Presentation Deck | 168 slides
2019 121 pp playbook
Dexcom, Inc. (DXCM)
Activist-Deck Spruce Point Capital
Dexcom, Inc. (DXCM)
2019 83 pp playbook
Bristol-Myers Squibb Company (BMY)
Activist-Deck Starboard Value
Bristol-Myers Squibb Company (BMY)
2019 197 pp playbook
Bristol-Myers Squibb Company (BMY)
Activist-Deck Starboard Value
Bristol-Myers Squibb Company (BMY)
2019 197 pp playbook
Telecom Italia SpA (TIM) (TIT.MI)
Activist-Deck Elliott Management
Telecom Italia SpA (TIM) (TIT.MI)
2019 40 pp
Carvana Co. (CVNA)
Activist-Deck Spruce Point Capital
Carvana Co. (CVNA)
2019 98 pp playbook
Inogen, Inc. (INGN)
Activist-Deck Citron Research
Inogen, Inc. (INGN)
2019 21 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2019 58 pp playbook
Amdocs Limited (DOX)
Activist-Deck Spruce Point Capital
Amdocs Limited (DOX)
2019 128 pp playbook
XPO Logistics, Inc. (XPO)
Activist-Deck Spruce Point Capital
XPO Logistics, Inc. (XPO)
2018 68 pp playbook
Dell Technologies (Class V / DVMT tracking stock) (DVMT)
Activist-Deck Icahn
Dell Technologies (Class V / DVMT tracking stock) (DVMT)
2018 20 pp
Icahn Enterprises | Activist Presentation Deck | 20 slides
Activist-Deck icahn-enterprises
Icahn Enterprises | Activist Presentation Deck | 20 slides
2018 20 pp
Dollarama Inc. (DOL)
Activist-Deck Spruce Point Capital
Dollarama Inc. (DOL)
2018 53 pp
PPG Industries, Inc. (PPG)
Activist-Deck Trian Partners
PPG Industries, Inc. (PPG)
2018 42 pp playbook
Trian Partners | Activist Presentation Deck | 42 slides
Activist-Deck trian-partners
Trian Partners | Activist Presentation Deck | 42 slides
2018 42 pp playbook
Third Point Management | Activist Presentation Deck | 45 slides
Activist-Deck third-point-management
Third Point Management | Activist Presentation Deck | 45 slides
2018 45 pp playbook
Pershing Square | Activist Presentation Deck | 43 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 43 slides
2018 43 pp playbook
Campbell Soup Company (CPB)
Activist-Deck Third Point
Campbell Soup Company (CPB)
2018 45 pp playbook
Henry Schein, Inc. (HSIC)
Activist-Deck Spruce Point Capital
Henry Schein, Inc. (HSIC)
2018 40 pp playbook
Weis Markets, Inc. (WMK)
Activist-Deck Spruce Point Capital
Weis Markets, Inc. (WMK)
2018 46 pp playbook
Maxar Technologies (MAXR)
Activist-Deck Spruce Point Capital
Maxar Technologies (MAXR)
2018 68 pp playbook
TAL Education Group (TAL)
Activist-Deck Muddy Waters
TAL Education Group (TAL)
2018 10 pp
2U, Inc. (TWOU)
Activist-Deck Spruce Point Capital
2U, Inc. (TWOU)
2018 50 pp playbook
Third Point Management | Activist Presentation Deck | 34 slides
Activist-Deck third-point-management
Third Point Management | Activist Presentation Deck | 34 slides
2018 34 pp playbook
Nestlé S.A. (NESN)
Activist-Deck Third Point
Nestlé S.A. (NESN)
2018 34 pp playbook
Momo, Inc. (MOMO)
Activist-Deck Spruce Point Capital
Momo, Inc. (MOMO)
2018 70 pp playbook
Healthcare Trust of America, Inc. (HTA)
Activist-Deck Spruce Point Capital
Healthcare Trust of America, Inc. (HTA)
2018 39 pp playbook
SandRidge Energy (SD)
Activist-Deck Icahn
SandRidge Energy (SD)
2018 24 pp playbook
U.S. Concrete Inc (USCR)
Activist-Deck Spruce Point Capital
U.S. Concrete Inc (USCR)
2018 48 pp playbook
Taubman Centers, Inc. (TCO)
Activist-Deck Land and Buildings
Taubman Centers, Inc. (TCO)
2018 13 pp playbook
Telecom Italia SpA (TIM) (TIT.MI)
Activist-Deck Elliott Management
Telecom Italia SpA (TIM) (TIT.MI)
2018 15 pp playbook
Hyundai Motor Group
Activist-Deck Elliott Management
Hyundai Motor Group
2018 43 pp playbook
Xerox Corporation (XRX)
Activist-Deck Icahn
Xerox Corporation (XRX)
2018 44 pp
Telecom Italia SpA (TIM) (TIT.MI)
Activist-Deck Elliott Management
Telecom Italia SpA (TIM) (TIT.MI)
2018 37 pp playbook
Globant SA (GLOB)
Activist-Deck Spruce Point Capital
Globant SA (GLOB)
2018 40 pp playbook
Icahn Enterprises | Activist Presentation Deck | 44 slides
Activist-Deck icahn-enterprises
Icahn Enterprises | Activist Presentation Deck | 44 slides
2018 44 pp playbook
Kratos Defense & Security Solutions (KTOS)
Activist-Deck Spruce Point Capital
Kratos Defense & Security Solutions (KTOS)
2018 49 pp playbook
Realty Income Corp (O)
Activist-Deck Spruce Point Capital
Realty Income Corp (O)
2018 46 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2018 58 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2018 58 pp playbook
Ballard Power Systems (BLDP)
Activist-Deck Spruce Point Capital
Ballard Power Systems (BLDP)
2018 60 pp playbook
Taubman Centers, Inc. (TCO)
Activist-Deck Land and Buildings
Taubman Centers, Inc. (TCO)
2017 30 pp
Deckers Outdoor Corporation (DECK)
Activist-Deck Marcato
Deckers Outdoor Corporation (DECK)
2017 59 pp
The Procter & Gamble Company (PG)
Activist-Deck Trian Partners
The Procter & Gamble Company (PG)
2017 94 pp playbook