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182 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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182 results · page 2 of 4
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Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 20 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 12 pp playbook
Phillips 66 (PSX)
Activist-Deck Icahn
Phillips 66 (PSX)
2025 154 pp playbook
Phillips 66 (PSX)
Activist-Deck Elliott Management
Phillips 66 (PSX)
2025 154 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 4 pp
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 4 pp
Phillips 66 (PSX)
Other Elliott Management
Phillips 66 (PSX)
2025 2 pp
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 24 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 3 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 19 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 19 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 18 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 20 pp playbook
Qorvo, Inc. (QRVO)
Regulatory-Filing Starboard Value
Qorvo, Inc. (QRVO)
2025 24 pp
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 15 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 18 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 5 pp
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 41 pp playbook
Phillips 66 (PSX)
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2025 2 pp playbook
Phillips 66 (PSX)
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2025 21 pp
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 11 pp playbook
D-Wave Quantum Inc (QBTS)
Research-Note Kerrisdale Capital
D-Wave Quantum Inc (QBTS)
2025 19 pp playbook
Vishay Precision Group (VPG)
Research-Note Citron Research
Vishay Precision Group (VPG)
2025 4 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 11 pp
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2025 8 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 12 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 18 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 3 pp playbook
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2025 8 pp playbook
Phillips 66 (PSX)
Regulatory-Filing Elliott Management
Phillips 66 (PSX)
2025 13 pp playbook
Phillips 66 (PSX)
Conference-Presentation Elliott Management
Phillips 66 (PSX)
2025 19 pp playbook
Phillips 66 (PSX)
Press-Release Elliott Management
Phillips 66 (PSX)
2025 6 pp playbook
Kao Corporation (4452 JT)
Press-Release Oasis Management
Kao Corporation (4452 JT)
2025 7 pp playbook
United States Steel Corporation (X)
Activist-Deck Ancora
United States Steel Corporation (X)
2025 29 pp
Phillips 66 (PSX)
Activist-Deck Elliott Management
Phillips 66 (PSX)
2025 105 pp playbook
N/A
Other Other
N/A
2025 82 pp
Mercury General Corporation (MCY)
Research-Note Wolfpack Research
Mercury General Corporation (MCY)
2025 18 pp playbook
ACM Research, Inc. (ACMR)
Research-Note Kerrisdale Capital
ACM Research, Inc. (ACMR)
2025 30 pp playbook
Smiths Group plc (SMIN)
Shareholder-Letter Engine Capital
Smiths Group plc (SMIN)
2025 7 pp playbook
Fannie Mae & Freddie Mac (FNMA/FMCC)
Press-Release Pershing Square
Fannie Mae & Freddie Mac (FNMA/FMCC)
2025 1 pp
Fannie Mae & Freddie Mac (FNMA/FMCC)
Press-Release Pershing Square
Fannie Mae & Freddie Mac (FNMA/FMCC)
2025 1 pp
Howard Hughes Holdings Inc. (HHH)
Shareholder-Letter Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 14 pp playbook
Red Cat Holdings, Inc. (RCAT)
Research-Note Kerrisdale Capital
Red Cat Holdings, Inc. (RCAT)
2025 29 pp
Solventum Corporation (SOLV)
Activist-Deck Trian Partners
Solventum Corporation (SOLV)
2025 25 pp playbook
Dye & Durham Limited (DND)
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 2 pp playbook
Kao Corporation (4452)
Press-Release Oasis Management
Kao Corporation (4452)
2024 4 pp playbook
Kao Corporation (4452)
Press-Release Oasis Management
Kao Corporation (4452)
2024 4 pp playbook
Nebius Group (NBIS)
Research-Note Citron Research
Nebius Group (NBIS)
2024 3 pp playbook
Dye & Durham Limited (DND)
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 3 pp playbook
AGBA Group (AGBA)
Research-Note White Diamond Research
AGBA Group (AGBA)
2024 13 pp playbook
Oklo Inc. (OKLO)
Research-Note Kerrisdale Capital
Oklo Inc. (OKLO)
2024 26 pp playbook
Dye & Durham Limited (DND)
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 5 pp
Public REIT sector (vs. private real estate)
Research-Note Land and Buildings
Public REIT sector (vs. private real estate)
2024 4 pp playbook
Peloton Interactive (PTON)
Conference-Presentation Greenlight Capital
Peloton Interactive (PTON)
2024 30 pp playbook
Southwest Airlines (LUV)
Regulatory-Filing Elliott Management
Southwest Airlines (LUV)
2024 24 pp
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 5 pp playbook
Dye & Durham Limited (DND)
Press-Release Engine Capital
Dye & Durham Limited (DND)
2024 2 pp
Southwest Airlines (LUV)
Regulatory-Filing Elliott Management
Southwest Airlines (LUV)
2024 36 pp
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 4 pp playbook
Southwest Airlines (LUV)
Press-Release Elliott Management
Southwest Airlines (LUV)
2024 2 pp