decks · corpus
Browse the corpus
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.
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
Research-Note Muddy Waters
Eurofins Scientific SE (ERF)
2024 · 36 pp
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 · 8 pp · playbook
Activist-Deck Elliott Management
Southwest Airlines (LUV)
2024 · 78 pp · playbook
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 · 3 pp
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
Regulatory-Filing Bluebell Capital
BP plc (BP)
2024 · 1 pp
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 · 3 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 2 pp
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 · 2 pp · playbook
Regulatory-Filing Icahn
Crown Castle International Corp. (CCI)
2024 · 2 pp
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 49 pp
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 · 7 pp · playbook
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 · 1 pp
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
Research-Note White Diamond Research
authID Inc. (AUID)
2024 · 13 pp
Other Bluebell Capital
BP plc (BP)
2024 · 1 pp
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 · 14 pp · playbook
Shareholder-Letter Land and Buildings
National Health Investors, Inc. (NHI)
2024 · 8 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 · 43 pp · playbook
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 · 6 pp · playbook
Research-Note Citron Research
Edgio, Inc. (EGIO)
2024 · 13 pp · playbook
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 · 5 pp
Research-Note Muddy Waters
CPI Property Group (CPIPG)
2024 · 9 pp · playbook
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 · 2 pp
Conference-Presentation Greenlight Capital
Solvay SA (SOLB BB)
2024 · 47 pp · playbook
Shareholder-Letter Trian Partners
The Walt Disney Company (DIS)
2024 · 2 pp
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 · 14 pp · playbook
Research-Note Wolfpack Research
B. Riley Financial, Inc. (RILY)
2024 · 11 pp · playbook
Activist-Deck Trian Partners
The Walt Disney Company (DIS)
2024 · 133 pp · playbook
Research-Note Kerrisdale Capital
Carvana Co. (CVNA)
2024 · 14 pp · playbook
Research-Note Wolfpack Research
Innodata, Inc. (INOD)
2024 · 21 pp
Research-Note Muddy Waters
Fairfax Financial Holdings Ltd. (FFH)
2024 · 5 pp · playbook
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 · 2 pp
Shareholder-Letter Trian Partners
The Walt Disney Company (DIS)
2024 · 2 pp
Shareholder-Letter Starboard Value
GoDaddy Inc. (GDDY)
2024 · 4 pp · playbook
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 · 5 pp · playbook