decks · corpus
Browse the corpus
609 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.
Research-Note Kerrisdale Capital
D-Wave Quantum Inc (QBTS)
2025 · 19 pp · playbook
Research-Note Citron Research
Vishay Precision Group (VPG)
2025 · 4 pp · playbook
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2025 · 8 pp · playbook
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 · 12 pp · playbook
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 · 18 pp · playbook
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 · 3 pp · playbook
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2025 · 8 pp · playbook
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 · 13 pp · playbook
Conference-Presentation Elliott Management
Phillips 66 (PSX)
2025 · 19 pp · playbook
Press-Release Elliott Management
Phillips 66 (PSX)
2025 · 6 pp · playbook
Press-Release Oasis Management
Kao Corporation (4452 JT)
2025 · 7 pp · playbook
Activist-Deck Elliott Management
Phillips 66 (PSX)
2025 · 105 pp · playbook
Research-Note Wolfpack Research
Mercury General Corporation (MCY)
2025 · 18 pp · playbook
Research-Note Kerrisdale Capital
ACM Research, Inc. (ACMR)
2025 · 30 pp · playbook
Shareholder-Letter Engine Capital
Smiths Group plc (SMIN)
2025 · 7 pp · playbook
Shareholder-Letter Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 · 14 pp · playbook
Activist-Deck Trian Partners
Solventum Corporation (SOLV)
2025 · 25 pp · playbook
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 · 2 pp · playbook
Press-Release Oasis Management
Kao Corporation (4452)
2024 · 4 pp · playbook
Press-Release Oasis Management
Kao Corporation (4452)
2024 · 4 pp · playbook
Research-Note Citron Research
Nebius Group (NBIS)
2024 · 3 pp · playbook
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 · 3 pp · playbook
Research-Note White Diamond Research
AGBA Group (AGBA)
2024 · 13 pp · playbook
Research-Note Kerrisdale Capital
Oklo Inc. (OKLO)
2024 · 26 pp · playbook
Research-Note Land and Buildings
Public REIT sector (vs. private real estate)
2024 · 4 pp · playbook
Conference-Presentation Greenlight Capital
Peloton Interactive (PTON)
2024 · 30 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 5 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 4 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 9 pp · playbook
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 · 2 pp · playbook
Regulatory-Filing Elliott Management
Southwest Airlines (LUV)
2024 · 10 pp · playbook
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 · 3 pp · playbook
Research-Note Citron Research
Multiple (portfolio update)
2024 · 5 pp · playbook
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 · 2 pp · playbook
Shareholder-Letter Engine Capital
Upwork Inc. (UPWK)
2024 · 7 pp · playbook
Shareholder-Letter Engine Capital
Dye & Durham Limited (DND)
2024 · 6 pp · playbook
Press-Release Elliott Management
Southwest Airlines (LUV)
2024 · 6 pp · playbook
Shareholder-Letter Starboard Value
News Corporation (NWSA)
2024 · 3 pp · playbook
Shareholder-Letter Starboard Value
News Corporation (NWSA)
2024 · 3 pp · playbook
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 · 10 pp · playbook
Research-Note Kerrisdale Capital
Lumen Technologies (LUMN)
2024 · 22 pp · playbook
Press-Release Engine Capital
C&C Group plc (CCR)
2024 · 4 pp · playbook
Research-Note Muddy Waters
Eurofins Scientific SE (ERF)
2024 · 4 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 20 pp · playbook
Shareholder-Letter Starboard Value
Match Group, Inc. (MTCH)
2024 · 5 pp · playbook
Shareholder-Letter Starboard Value
Match Group, Inc. (MTCH)
2024 · 5 pp · playbook
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 · 6 pp · playbook
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 · 6 pp · playbook
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 · 6 pp · playbook
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 · 8 pp · playbook
Activist-Deck Elliott Management
Southwest Airlines (LUV)
2024 · 78 pp · playbook
Activist-Deck Icahn
Southwest Airlines (LUV)
2024 · 78 pp · playbook
Research-Note Kerrisdale Capital
Riot Platforms, Inc. (RIOT)
2024 · 19 pp · playbook
Shareholder-Letter Elliott Management
Texas Instruments (TXN)
2024 · 13 pp · playbook
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 · 3 pp · playbook
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 · 2 pp · playbook
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 · 7 pp · playbook
Shareholder-Letter Engine Capital
Dye & Durham Limited (DND)
2024 · 3 pp · playbook
Shareholder-Letter Palliser Capital
Keisei Electric Railway Co., Ltd. (9009.T)
2024 · 9 pp · playbook
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 · 14 pp · playbook