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28 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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Starboard Value Algonquin Letter July 2023
Document starboard-value-algonquin-letter-july-2023
Starboard Value Algonquin Letter July 2023
2023 3 pp
Starboard Value Liveperson Letter to Sharedholder May 2023
Document starboard-value-liveperson-letter-to-sharedholder-may-2023
Starboard Value Liveperson Letter to Sharedholder May 2023
2023 5 pp
Legion Clear Channel Outdoor Letter May 2023
Document legion-clear-channel-outdoor-letter-may-2023
Legion Clear Channel Outdoor Letter May 2023
2023 3 pp
Bluebell Glencore Letter to Board April 2023
Document bluebell-glencore-letter-to-board-april-2023
Bluebell Glencore Letter to Board April 2023
2023 8 pp playbook
TCI Airbus Letter February 2023
Document tci-airbus-letter-february-2023
TCI Airbus Letter February 2023
2023 6 pp playbook
Elliott Management Western Digital Letter May 2022
Document elliott-management-western-digital-letter-may-2022
Elliott Management Western Digital Letter May 2022
2022 13 pp playbook
Elliott Management GSK Letter July 2021
Document elliott-management-gsk-letter-july-2021
Elliott Management GSK Letter July 2021
2021 19 pp playbook
Ancora Forward Air Letter February 2021
Document ancora-forward-air-letter-february-2021
Ancora Forward Air Letter February 2021
2021 18 pp playbook
SuperRare Investment Memo July 2020
Document superrare-investment-memo-july-2020
SuperRare Investment Memo July 2020
2020 2 pp
Macellum Big Lots Letter March 2020
Document macellum-big-lots-letter-march-2020
Macellum Big Lots Letter March 2020
2020 12 pp playbook
Nexus Mutual Investment Memo August 2019
Document nexus-mutual-investment-memo-august-2019
Nexus Mutual Investment Memo August 2019
2019 6 pp playbook
dYdX Investment Memo December 2017
Document dydx-investment-memo-december-2017
dYdX Investment Memo December 2017
2017 2 pp
Macellum Letter to Christopher Banks Jun 2015
Document macellum-letter-to-christopher-banks-jun-2015
Macellum Letter to Christopher Banks Jun 2015
2015 6 pp playbook
Macellum Christopher Banks Letter April 2015
Document macellum-christopher-banks-letter-april-2015
Macellum Christopher Banks Letter April 2015
2015 7 pp
DoorDash 2014 03 31 Series A Memo Redacted FINAL
Document doordash-2014-03-31-series-a-memo-redacted-final
DoorDash 2014 03 31 Series A Memo Redacted FINAL
2014 4 pp
neil mcelroy brand man memo 1931
Document neil-mcelroy-brand-man-memo-1931
neil mcelroy brand man memo 1931
1931 3 pp
Tiger Oil memos
Document tiger-oil-memos
Tiger Oil memos
28 pp
Strategy For Camp David memo
Document strategy-for-camp-david-memo
Strategy For Camp David memo
5 pp
SLA newsletter corvex ADT
Document sla-newsletter-corvex-adt
SLA newsletter corvex ADT
2 pp
Sequoia investment memo
Document sequoia-investment-memo
Sequoia investment memo
41 pp playbook
Sam Hinkies Resignation Memo
Document sam-hinkies-resignation-memo
Sam Hinkies Resignation Memo
13 pp playbook
Rippling memo
Document rippling-memo
Rippling memo
11 pp playbook
PayMongo seriesA investment memo
Document paymongo-seriesa-investment-memo
PayMongo seriesA investment memo
14 pp playbook
mistral.ai strategic memo
Document mistral-ai-strategic-memo
mistral.ai strategic memo
7 pp playbook
Memo Apple Steve Jobs ibooks
Document memo-apple-steve-jobs-ibooks
Memo Apple Steve Jobs ibooks
12 pp
Lightspeed Snapchat Seed Memo
Document lightspeed-snapchat-seed-memo
Lightspeed Snapchat Seed Memo
1 pp
Argyle notion investment memo series A
Document argyle-notion-investment-memo-series-a
Argyle notion investment memo series A
7 pp playbook
Airbase investment memo Series B
Document airbase-investment-memo-series-b
Airbase investment memo Series B
12 pp playbook