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35 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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Phillips 66 (PSX)
Conference-Presentation Elliott Management
Phillips 66 (PSX)
2025 19 pp playbook
Peloton Interactive (PTON)
Conference-Presentation Greenlight Capital
Peloton Interactive (PTON)
2024 30 pp playbook
Solvay SA (SOLB BB)
Conference-Presentation Greenlight Capital
Solvay SA (SOLB BB)
2024 47 pp playbook
Vitesco Technologies (VTSC)
Conference-Presentation Greenlight Capital
Vitesco Technologies (VTSC)
2023 47 pp
Teck Resources (TECK)
Conference-Presentation Greenlight Capital
Teck Resources (TECK)
2021 66 pp playbook
Assured Guaranty (AGO)
Conference-Presentation Greenlight Capital
Assured Guaranty (AGO)
2018 63 pp
Core Laboratories (CLB)
Conference-Presentation Greenlight Capital
Core Laboratories (CLB)
2017 63 pp
Bayer AG (BAYN)
Conference-Presentation Greenlight Capital
Bayer AG (BAYN)
2016 48 pp playbook
CONSOL Energy (CNX)
Conference-Presentation Greenlight Capital
CONSOL Energy (CNX)
2015 107 pp playbook
Valeant Pharmaceuticals International (VRX)
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 47 pp playbook
Valeant Pharmaceuticals International (VRX)
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 47 pp playbook
Pioneer Natural Resources (PXD)
Conference-Presentation Greenlight Capital
Pioneer Natural Resources (PXD)
2015 92 pp playbook
E.I. du Pont de Nemours and Company (DuPont) (DD)
Conference-Presentation Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 12 pp playbook
AerCap Holdings (AER)
Conference-Presentation Greenlight Capital
AerCap Holdings (AER)
2015 89 pp playbook
Fannie Mae & Freddie Mac (FNMA / FMCC)
Conference-Presentation Pershing Square
Fannie Mae & Freddie Mac (FNMA / FMCC)
2014 111 pp playbook
athenahealth, Inc. (ATHN)
Conference-Presentation Greenlight Capital
athenahealth, Inc. (ATHN)
2014 66 pp playbook
Sotheby's (BID)
Conference-Presentation Marcato
Sotheby's (BID)
2014 44 pp playbook
Nintendo Co., Ltd. (7974.T)
Conference-Presentation Oasis Management
Nintendo Co., Ltd. (7974.T)
2013 36 pp playbook
ADT Corporation (ADT)
Conference-Presentation Corvex
ADT Corporation (ADT)
2012 50 pp playbook
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)
Conference-Presentation Marcato
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)
2012 69 pp
J.C. Penney Company, Inc. (JCP)
Conference-Presentation Pershing Square
J.C. Penney Company, Inc. (JCP)
2012 64 pp playbook
Lowe's Companies, Inc. (LOW)
Conference-Presentation Pershing Square
Lowe's Companies, Inc. (LOW)
2011 23 pp playbook
Fortune Brands Home & Security (FBHS)
Conference-Presentation Pershing Square
Fortune Brands Home & Security (FBHS)
2011 33 pp playbook
Green Mountain Coffee Roasters (GMCR)
Conference-Presentation Greenlight Capital
Green Mountain Coffee Roasters (GMCR)
2011 110 pp playbook
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)
Conference-Presentation Pershing Square
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)
2011 151 pp playbook
The St. Joe Company (JOE)
Conference-Presentation Greenlight Capital
The St. Joe Company (JOE)
2010 139 pp playbook
Mall REIT sector (long General Growth Properties) (GGP)
Conference-Presentation Pershing Square
Mall REIT sector (long General Growth Properties) (GGP)
2010 89 pp playbook
Mall REIT sector (long General Growth Properties) (GGP)
Conference-Presentation Pershing Square
Mall REIT sector (long General Growth Properties) (GGP)
2009 68 pp playbook
Corrections Corporation of America (CXW)
Conference-Presentation Pershing Square
Corrections Corporation of America (CXW)
2009 40 pp playbook
US/Japan Sovereign Debt & Fiat Currencies (Macro)
Conference-Presentation Greenlight Capital
US/Japan Sovereign Debt & Fiat Currencies (Macro)
2009 10 pp playbook
Realty Income Corp (O)
Conference-Presentation Pershing Square
Realty Income Corp (O)
2009 35 pp playbook
Lehman Brothers (LEH)
Conference-Presentation Greenlight Capital
Lehman Brothers (LEH)
2008 9 pp playbook
Wendy's International (WEN)
Conference-Presentation Pershing Square
Wendy's International (WEN)
2008 31 pp
Lehman Brothers (LEH)
Conference-Presentation Greenlight Capital
Lehman Brothers (LEH)
2008 9 pp
Borders Group, Inc. (BGP)
Conference-Presentation Pershing Square
Borders Group, Inc. (BGP)
2006 53 pp playbook