decks · corpus
Browse the corpus
296 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.
Press-Release Trian Partners
The Walt Disney Company (DIS)
2024 · 3 pp
Regulatory-Filing Scorpion Capital
TransMedics (TMDX)
2024 · 6 pp · playbook
Research-Note Wolfpack Research
Ramaco Resources, Inc. (METC)
2023 · 25 pp · playbook
Shareholder-Letter Muddy Waters
CPI Property Group (CPIPGR)
2023 · 3 pp · playbook
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2023 · 6 pp · playbook
Research-Note Citron Research
Apellis Pharmaceuticals (APLS)
2023 · 13 pp · playbook
Research-Note Muddy Waters
Sunrun Inc. (RUN)
2023 · 5 pp · playbook
Shareholder-Letter Bluebell Capital
BP plc (BP)
2023 · 30 pp · playbook
Shareholder-Letter Starboard Value
GoDaddy Inc. (GDDY)
2023 · 8 pp · playbook
Research-Note Muddy Waters
Vivion Investments
2023 · 7 pp
Shareholder-Letter Starboard Value
Algonquin Power & Utilities Corp. (AQN)
2023 · 3 pp · playbook
Research-Note Kerrisdale Capital
Carvana Co. (CVNA)
2023 · 24 pp · playbook
Research-Note Muddy Waters
Chinook Therapeutics Inc (KDNY)
2023 · 10 pp · playbook
Research-Note Land and Buildings
Alexandria Real Estate Equities, Inc. (ARE)
2023 · 3 pp
Research-Note Muddy Waters
Chinook Therapeutics Inc (KDNY)
2023 · 36 pp · playbook
Activist-Deck Elliott Management
The Goodyear Tire & Rubber Company (GT)
2023 · 41 pp · playbook
Conference-Presentation Greenlight Capital
Vitesco Technologies (VTSC)
2023 · 47 pp
Shareholder-Letter Starboard Value
LivePerson, Inc. (LPSN)
2023 · 5 pp · playbook
Press-Release Engine Capital
Parkland Corporation (PKI)
2023 · 3 pp · playbook
Research-Note Citron Research
Freedom Holding Corp (FRHC)
2023 · 8 pp · playbook
Shareholder-Letter Bluebell Capital
Glencore Plc (GLEN)
2023 · 8 pp
Regulatory-Filing Scorpion Capital
Harmony Biosciences (HRMY)
2023 · 10 pp · playbook
Research-Note Muddy Waters
Vivion Investments
2023 · 36 pp · playbook
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
Research-Note Wolfpack Research
Goosehead Insurance, Inc. (GSHD)
2023 · 19 pp · playbook
Research-Note Wolfpack Research
B. Riley Financial, Inc. (RILY)
2023 · 11 pp
Research-Note Wolfpack Research
B. Riley Financial, Inc. (RILY)
2023 · 24 pp · playbook
Activist-Deck Ancora
Ritchie Bros. Auctioneers (RBA)
2023 · 30 pp · playbook
Regulatory-Filing Starboard Value
Rogers Corporation (ROG)
2023 · 55 pp
Activist-Deck Trian Partners
The Walt Disney Company (DIS)
2023 · 35 pp
Press-Release Trian Partners
The Walt Disney Company (DIS)
2023 · 9 pp · playbook
Press-Release Oasis Management
Digital Garage Inc. (4819 JT)
2022 · 3 pp · playbook
Press-Release Oasis Management
Digital Garage Inc. (4819 JT)
2022 · 3 pp
Shareholder-Letter Palliser Capital
Capricorn Energy PLC (CNE)
2022 · 6 pp · playbook
Research-Note Muddy Waters
Vivion Investments S.à.r.l.
2022 · 39 pp · playbook
Research-Note Muddy Waters
dLocal (DLO)
2022 · 3 pp · playbook
Research-Note Muddy Waters
dLocal (DLO)
2022 · 47 pp · playbook
Shareholder-Letter TCI Fund
Alphabet (GOOGL)
2022 · 4 pp · playbook
Research-Note Kerrisdale Capital
AST SpaceMobile, Inc. (ASTS)
2022 · 20 pp · playbook
Research-Note Muddy Waters
Hannon Armstrong Sustainable Infrastructure Capital (HASI)
2022 · 12 pp
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
Research-Note Muddy Waters
Sunrun Inc. (RUN)
2022 · 2 pp
Research-Note Muddy Waters
Sunrun Inc. (RUN)
2022 · 33 pp · playbook
Research-Note Muddy Waters
Hannon Armstrong Sustainable Infrastructure Capital (HASI)
2022 · 27 pp
Research-Note Wolfpack Research
PMV Pharmaceuticals (PMVP)
2022 · 19 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
Research-Note Kerrisdale Capital
Digital World Acquisition Corp (DWAC)
2022 · 27 pp · playbook
Press-Release Engine Capital
Houghton Mifflin Harcourt (HMHC)
2022 · 2 pp · playbook
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
Research-Note Grizzly Research
Playtika Holding Corp. (PLTK)
2022 · 30 pp · playbook
Shareholder-Letter Pershing Square
Netflix, Inc. (NFLX)
2022 · 3 pp
Shareholder-Letter Starboard Value
Mercury Systems Inc. (MRCY)
2022 · 1 pp