decks · corpus
Browse the corpus
429 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
Mellanox Technologies, Ltd. (MLNX)
2018 · 17 pp
Research-Note Muddy Waters
OSI Systems, Inc. (OSIS)
2018 · 5 pp · playbook
Shareholder-Letter Icahn
Xerox Corporation (XRX)
2018 · 3 pp · playbook
Shareholder-Letter Starboard Value
Mellanox Technologies, Ltd. (MLNX)
2018 · 6 pp · playbook
Research-Note Muddy Waters
China Internet Nationwide Financial Services Inc. (CIFS)
2017 · 18 pp · playbook
Research-Note Muddy Waters
OSI Systems, Inc. (OSIS)
2017 · 19 pp · playbook
Other Oasis Management
Alpine Electronics (6816)
2017 · 2 pp
Shareholder-Letter Trian Partners
The Procter & Gamble Company (PG)
2017 · 10 pp · playbook
Research-Note Muddy Waters
Prothena Corp PLC (PRTA)
2017 · 11 pp · playbook
Shareholder-Letter Third Point
Nestlé S.A. (NESN)
2017 · 8 pp · playbook
Research-Note Muddy Waters
Man Wah Holdings (1999.HK)
2017 · 17 pp · playbook
Research-Note Viceroy Research
Caesarstone Ltd. (CSTE)
2017 · 40 pp · playbook
Research-Note Citron Research
BlackBerry (BBRY)
2017 · 10 pp · playbook
Research-Note Muddy Waters
Asanko Gold Inc. (AKG)
2017 · 43 pp · playbook
Press-Release Land and Buildings
Taubman Centers, Inc. (TCO)
2017 · 4 pp · playbook
Conference-Presentation Greenlight Capital
Core Laboratories (CLB)
2017 · 63 pp
Press-Release Land and Buildings
Taubman Centers, Inc. (TCO)
2017 · 3 pp · playbook
Shareholder-Letter Icahn
Arconic Inc. (ARNC)
2017 · 4 pp
Research-Note Muddy Waters
China Huishan Dairy Holdings (6863.HK)
2016 · 13 pp · playbook
Research-Note Muddy Waters
China Huishan Dairy Holdings (6863 HK)
2016 · 47 pp · playbook
Research-Note Muddy Waters
Nidec Corp. (6594 JP)
2016 · 54 pp · playbook
Shareholder-Letter Elliott Management
Cognizant Technology Solutions (CTSH)
2016 · 16 pp · playbook
Conference-Presentation Greenlight Capital
Bayer AG (BAYN)
2016 · 48 pp · playbook
Shareholder-Letter Elliott Management
Marathon Petroleum Corporation (MPC)
2016 · 4 pp · playbook
Activist-Deck Elliott Management
Marathon Petroleum Corporation (MPC)
2016 · 50 pp · playbook
Press-Release Land and Buildings
Taubman Centers, Inc. (TCO)
2016 · 2 pp · playbook
Press-Release Land and Buildings
MGM Resorts International (MGM)
2016 · 3 pp · playbook
Shareholder-Letter Starboard Value
Perrigo Company plc (PRGO)
2016 · 7 pp
Research-Note Muddy Waters
St. Jude Medical (STJ)
2016 · 6 pp · playbook
Research-Note Muddy Waters
St. Jude Medical (STJ)
2016 · 34 pp · playbook
Other Muddy Waters
Stroer SE & Co. KGaA (SAX)
2016 · 91 pp · playbook
Press-Release Pershing Square
Herbalife, Ltd. (HLF)
2016 · 2 pp
Research-Note Muddy Waters
Stroer SE & Co. KGaA (SAX)
2016 · 25 pp · playbook
Press-Release Pershing Square
Valeant Pharmaceuticals International (VRX)
2016 · 1 pp
Research-Note Muddy Waters
Stroer SE & Co. KGaA (SAX)
2016 · 62 pp
Shareholder-Letter Starboard Value
Depomed, Inc. (DEPO)
2016 · 5 pp
Shareholder-Letter Starboard Value
Yahoo! Inc. (YHOO)
2016 · 7 pp · playbook
Press-Release Pershing Square
Valeant Pharmaceuticals International (VRX)
2016 · 1 pp
Press-Release Pershing Square
Valeant Pharmaceuticals International (VRX)
2016 · 1 pp
Research-Note Muddy Waters
Groupe Casino (CO)
2016 · 14 pp · playbook
Activist-Deck Pershing Square
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)
2016 · 104 pp · playbook
Shareholder-Letter Muddy Waters
Groupe Casino (CO)
2016 · 9 pp · playbook
Activist-Deck SpringOwl
Viacom (VIAB)
2016 · 99 pp · playbook
Shareholder-Letter Starboard Value
Macy's Inc. (M)
2016 · 3 pp
Shareholder-Letter Starboard Value
Macy's Inc. (M)
2016 · 3 pp · playbook
Shareholder-Letter Starboard Value
Yahoo! Inc. (YHOO)
2016 · 5 pp · playbook
Research-Note Muddy Waters
Groupe Casino Guichard-Perrachon SA (CO FP)
2015 · 22 pp · playbook
Shareholder-Letter Starboard Value
Yahoo! Inc. (YHOO)
2015 · 4 pp · playbook
Activist-Deck Elliott Management
American Capital, Ltd. (ACAS)
2015 · 34 pp · playbook
Conference-Presentation Greenlight Capital
CONSOL Energy (CNX)
2015 · 107 pp · playbook
Research-Note Citron Research
Valeant Pharmaceuticals International (VRX)
2015 · 8 pp · playbook
Shareholder-Letter Muddy Waters
TeliaSonera AB (TLSN)
2015 · 37 pp · playbook
Shareholder-Letter Starboard Value
Yahoo! Inc. (YHOO)
2015 · 7 pp
Shareholder-Letter Pershing Square
Herbalife, Ltd. (HLF)
2015 · 2 pp
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 · 47 pp · playbook
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 · 47 pp · playbook
Conference-Presentation Greenlight Capital
Pioneer Natural Resources (PXD)
2015 · 92 pp · playbook
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 · 87 pp · playbook
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 · 45 pp