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decks · corpus

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399 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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399 results · page 5 of 7
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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
Perella Weinberg Oaktree Presentation Dec 2018
Activist-Deck perella-weinberg-oaktree-presentation-dec-2018
Perella Weinberg Oaktree Presentation Dec 2018
2018 22 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
The Procter & Gamble Company (PG)
Activist-Deck Trian Partners
The Procter & Gamble Company (PG)
2017 94 pp playbook
Trian Partners | Activist Presentation Deck | 94 slides
Activist-Deck trian-partners
Trian Partners | Activist Presentation Deck | 94 slides
2017 94 pp playbook
Automatic Data Processing (ADP) (ADP)
Activist-Deck Pershing Square
Automatic Data Processing (ADP) (ADP)
2017 168 pp playbook
Asanko Gold Inc. (AKG)
Activist-Deck Muddy Waters
Asanko Gold Inc. (AKG)
2017 12 pp playbook
BHP Billiton (BHP)
Activist-Deck Elliott Management
BHP Billiton (BHP)
2017 39 pp playbook
Herbalife, Ltd. (HLF)
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2017 15 pp playbook
Elliott Management | Activist Presentation Deck | 39 slides
Activist-Deck elliott-management
Elliott Management | Activist Presentation Deck | 39 slides
2017 39 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 86 pp playbook
Buffalo Wild Wings (BWLD)
Activist-Deck Marcato
Buffalo Wild Wings (BWLD)
2017 50 pp playbook
Arconic Inc. (ARNC)
Activist-Deck Elliott Management
Arconic Inc. (ARNC)
2017 336 pp playbook
BHP Billiton (BHP)
Activist-Deck Elliott Management
BHP Billiton (BHP)
2017 39 pp
Elliott Management | Activist Presentation Deck | 39 slides
Activist-Deck elliott-management
Elliott Management | Activist Presentation Deck | 39 slides
2017 39 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 95 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 95 pp playbook
MGP Ingredients, Inc. (MGPI)
Activist-Deck Spruce Point Capital
MGP Ingredients, Inc. (MGPI)
2017 53 pp
Pershing Square | Activist Presentation Deck | 79 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 79 slides
2016 79 pp playbook
Marathon Petroleum Corporation (MPC)
Activist-Deck Elliott Management
Marathon Petroleum Corporation (MPC)
2016 50 pp playbook
Samsung Electronics Co., Ltd. (005930.KS)
Activist-Deck Elliott Management
Samsung Electronics Co., Ltd. (005930.KS)
2016 31 pp playbook
Bob Evans Farms, Inc. (BOBE)
Activist-Deck Sandell
Bob Evans Farms, Inc. (BOBE)
2016 18 pp playbook
Pershing Square | Activist Presentation Deck | 48 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 48 slides
2016 48 pp
Buffalo Wild Wings (BWLD)
Activist-Deck Marcato
Buffalo Wild Wings (BWLD)
2016 48 pp
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)
Activist-Deck Pershing Square
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)
2016 82 pp playbook