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decks · corpus

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24 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

Advanced search Playbook directory
from 2026×clear all
24 results · page 1 of 1
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Sinch AB (SINCH)
Research-Note Grizzly Research
Sinch AB (SINCH)
2026 21 pp playbook
POET Technologies Inc. (POET)
Research-Note Wolfpack Research
POET Technologies Inc. (POET)
2026 10 pp playbook
Welltower Inc. (WELL)
Research-Note Land and Buildings
Welltower Inc. (WELL)
2026 20 pp playbook
Multiple REITs (21 underperformers)
Research-Note Land and Buildings
Multiple REITs (21 underperformers)
2026 14 pp playbook
SoFi Technologies (SOFI)
Research-Note Muddy Waters
SoFi Technologies (SOFI)
2026 8 pp playbook
Bunge Global SA (BG)
Activist-Deck Spruce Point Capital
Bunge Global SA (BG)
2026 74 pp playbook
SoFi Technologies (SOFI)
Research-Note Muddy Waters
SoFi Technologies (SOFI)
2026 7 pp playbook
Accor SA (AC)
Research-Note Grizzly Research
Accor SA (AC)
2026 278 pp
SoFi Technologies (SOFI)
Research-Note Muddy Waters
SoFi Technologies (SOFI)
2026 28 pp playbook
CarMax Inc. (KMX)
Shareholder-Letter Starboard Value
CarMax Inc. (KMX)
2026 6 pp playbook
Lamb Weston Holdings, Inc. (LW)
Shareholder-Letter Starboard Value
Lamb Weston Holdings, Inc. (LW)
2026 3 pp playbook
Credit Acceptance Corporation (CACC)
Research-Note Citron Research
Credit Acceptance Corporation (CACC)
2026 14 pp playbook
Nova Minerals Limited (NVA)
Activist-Deck Spruce Point Capital
Nova Minerals Limited (NVA)
2026 61 pp
Riot Platforms, Inc. (RIOT)
Shareholder-Letter Starboard Value
Riot Platforms, Inc. (RIOT)
2026 5 pp playbook
Tripadvisor, Inc. (TRIP)
Shareholder-Letter Starboard Value
Tripadvisor, Inc. (TRIP)
2026 4 pp playbook
Super Group (SGHC) Limited (SGHC)
Activist-Deck Spruce Point Capital
Super Group (SGHC) Limited (SGHC)
2026 16 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2026 85 pp playbook
Electro Optic Systems Holdings Limited (EOS.AX)
Research-Note Grizzly Research
Electro Optic Systems Holdings Limited (EOS.AX)
2026 35 pp playbook
IonQ Inc. (IONQ)
Research-Note Wolfpack Research
IonQ Inc. (IONQ)
2026 33 pp
Resideo Technologies, Inc. (REZI)
Activist-Deck Spruce Point Capital
Resideo Technologies, Inc. (REZI)
2026 93 pp playbook
Toyota Industries Corporation (6201.T)
Activist-Deck Elliott Management
Toyota Industries Corporation (6201.T)
2026 52 pp
Toyota Industries Corporation (6201)
Activist-Deck Elliott Management
Toyota Industries Corporation (6201)
2026 52 pp playbook
Toyota Industries Corporation (6201)
Shareholder-Letter Elliott Management
Toyota Industries Corporation (6201)
2026 17 pp
Toyota Industries Corporation (6201)
Shareholder-Letter Elliott Management
Toyota Industries Corporation (6201)
2026 17 pp playbook