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Browse the corpus
140 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.
Shareholder-Letter Starboard Value
Algonquin Power & Utilities Corp. (AQN)
2023 · 3 pp · playbook
Shareholder-Letter Starboard Value
LivePerson, Inc. (LPSN)
2023 · 5 pp · playbook
Shareholder-Letter Bluebell Capital
Glencore Plc (GLEN)
2023 · 8 pp
Shareholder-Letter TCI Fund
Cellnex Telecom, S.A. (CLNX)
2023 · 1 pp · playbook
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2023 · 6 pp · playbook
Shareholder-Letter TCI Fund
Airbus SE (AIR)
2023 · 6 pp
Shareholder-Letter Palliser Capital
Capricorn Energy PLC (CNE)
2022 · 6 pp · playbook
Shareholder-Letter TCI Fund
Alphabet (GOOGL)
2022 · 4 pp · playbook
Shareholder-Letter Third Point
The Walt Disney Company (DIS)
2022 · 5 pp · playbook
Shareholder-Letter Palliser Capital
Capricorn Energy PLC (CNE)
2022 · 8 pp · playbook
Shareholder-Letter Starboard Value
LivePerson, Inc. (LPSN)
2022 · 6 pp · playbook
Shareholder-Letter Starboard Value
LivePerson, Inc. (LPSN)
2022 · 6 pp
Shareholder-Letter Sachem Head
US Foods Holding Corp. (USFD)
2022 · 8 pp · playbook
Shareholder-Letter Pershing Square
Netflix, Inc. (NFLX)
2022 · 1 pp
Shareholder-Letter Starboard Value
Huntsman Corporation (HUN)
2022 · 17 pp · playbook
Shareholder-Letter Starboard Value
Huntsman Corporation (HUN)
2022 · 5 pp · playbook
Shareholder-Letter Starboard Value
Huntsman Corporation (HUN)
2022 · 5 pp
Shareholder-Letter Pershing Square
Netflix, Inc. (NFLX)
2022 · 3 pp
Shareholder-Letter Starboard Value
Mercury Systems Inc. (MRCY)
2022 · 1 pp
Shareholder-Letter Starboard Value
Huntsman Corporation (HUN)
2022 · 5 pp · playbook
Shareholder-Letter Starboard Value
Box, Inc. (BOX)
2021 · 5 pp · playbook
Shareholder-Letter Muddy Waters
Lemonade, Inc. (LMND)
2021 · 10 pp · playbook
Shareholder-Letter Starboard Value
Box, Inc. (BOX)
2021 · 3 pp · playbook
Shareholder-Letter Ancora
Forward Air Corporation (FWRD)
2021 · 11 pp · playbook
Shareholder-Letter Starboard Value
Corteva, Inc. (CTVA)
2021 · 4 pp · playbook
Shareholder-Letter Third Point
The Walt Disney Company (DIS)
2020 · 6 pp · playbook
Shareholder-Letter Land and Buildings
Apartment Investment and Management Company (AIV)
2020 · 5 pp · playbook
Shareholder-Letter Elliott Management
Alexion Pharmaceuticals, Inc. (ALXN)
2020 · 10 pp · playbook
Shareholder-Letter TCI Fund
Wirecard AG (WDI)
2020 · 3 pp · playbook
Shareholder-Letter Starboard Value
eBay Inc. (EBAY)
2020 · 6 pp · playbook
Shareholder-Letter TCI Fund
Ferrovial (FER)
2019 · 4 pp
Shareholder-Letter TCI Fund
S&P Global (SPGI)
2019 · 4 pp · playbook
Shareholder-Letter TCI Fund
Canadian Pacific Railway (CP)
2019 · 6 pp · playbook
Shareholder-Letter TCI Fund
Airbus SE (AIR)
2019 · 6 pp · playbook
Shareholder-Letter TCI Fund
Alphabet (GOOGL)
2019 · 4 pp · playbook
Shareholder-Letter Elliott Management
Unizo Holdings Company (3258.T)
2019 · 3 pp · playbook
Shareholder-Letter Starboard Value
AECOM (ACM)
2019 · 9 pp
Shareholder-Letter Starboard Value
Bristol-Myers Squibb Company (BMY)
2019 · 16 pp · playbook
Shareholder-Letter Starboard Value
Bristol-Myers Squibb Company (BMY)
2019 · 16 pp · playbook
Shareholder-Letter Starboard Value
Magellan Health, Inc. (MGLN)
2019 · 9 pp · playbook
Shareholder-Letter Starboard Value
Dollar Tree, Inc. (DLTR)
2019 · 11 pp · playbook
Shareholder-Letter Elliott Management
QEP Resources, Inc. (QEP)
2019 · 3 pp · playbook
Shareholder-Letter Starboard Value
Cars.com Inc. (CARS)
2018 · 3 pp
Shareholder-Letter Elliott Management
Mitek Systems, Inc. (MITK)
2018 · 6 pp · playbook
Shareholder-Letter Elliott Management
athenahealth, Inc. (ATHN)
2018 · 2 pp · playbook
Shareholder-Letter Elliott Management
athenahealth, Inc. (ATHN)
2018 · 7 pp · playbook
Shareholder-Letter Starboard Value
Newell Brands Inc. (NWL)
2018 · 8 pp · playbook
Shareholder-Letter Icahn
Commvault Systems, Inc. (CVLT)
2018 · 14 pp · playbook
Shareholder-Letter Elliott Management
Commvault Systems, Inc. (CVLT)
2018 · 16 pp · playbook
Shareholder-Letter Starboard Value
Mellanox Technologies, Ltd. (MLNX)
2018 · 5 pp · playbook
Shareholder-Letter Starboard Value
Newell Brands Inc. (NWL)
2018 · 10 pp · playbook
Shareholder-Letter Starboard Value
Monotype Imaging Holdings Inc. (TYPE)
2018 · 11 pp
Shareholder-Letter Starboard Value
Newell Brands Inc. (NWL)
2018 · 10 pp
Shareholder-Letter Starboard Value
Mellanox Technologies, Ltd. (MLNX)
2018 · 17 pp
Shareholder-Letter Icahn
Xerox Corporation (XRX)
2018 · 3 pp · playbook
Shareholder-Letter Starboard Value
Mellanox Technologies, Ltd. (MLNX)
2018 · 6 pp · playbook
Shareholder-Letter Trian Partners
The Procter & Gamble Company (PG)
2017 · 10 pp · playbook
Shareholder-Letter Third Point
Nestlé S.A. (NESN)
2017 · 8 pp · playbook
Shareholder-Letter Icahn
Arconic Inc. (ARNC)
2017 · 4 pp
Shareholder-Letter Elliott Management
Cognizant Technology Solutions (CTSH)
2016 · 16 pp · playbook