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Consultants Gambit
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 39,432
Current window 26,731-26,760
Pages 1,315
Rows per page 30
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26,731-26,760 of 39,432
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This is the final page of a shareholder letter.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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This is the first page of a formal shareholder letter.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is page 2 of a shareholder letter, focusing on credibility and context-setting.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This page serves as a diagnostic summary of the company's issues, setting the stage for a proposed path forward.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
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The slide uses a negative performance table to argue for management change.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'before-after' framing to highlight the deterioration of the company's financial health.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a 2x2 matrix to frame Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is page 10 of a shareholder letter, focusing on management change and operational improvement.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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Page 11 of a shareholder letter; focuses on operational efficiency and capital allocation.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is a page from an activist investor letter (likely Starboard Value or similar) targeting Commvault.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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Page 13 of a shareholder letter.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is a formal shareholder letter serving as the cover/executive summary for a larger presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is page 2 of a shareholder letter, likely from an activist investor (Trian Partners).PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
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This is page 3 of an activist investor letter from Elliott Management.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
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This is the first page of a shareholder letter. It establishes the investor's stake, acknowledges the company's historical strengths, and introduces the core thesis of underperformance due to a deviation from free cash flow per share growth.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is page 2 of a shareholder letter from Elliott Investment Management.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Includes two charts: Analog/Mixed Signal Revenue and 2023 GAAP EBIT Margins.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide combines a competitive manufacturing capacity chart with a critical narrative regarding shareholder underperformance.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a combination of a performance table and a bar chart to illustrate the correlation between increased capex and declining shareholder returns.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
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This is a screenshot of a social media post (Twitter/X) used as a regulatory-style communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Precedent1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
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This appears to be a draft or specification sheet for digital ad creative.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
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This is a screenshot of a campaign website (Streamline 66) rather than a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
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This is a composite page containing multiple sections: voting instructions, a letter to shareholders, a presentation link, and nominee headshots.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
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This is a footer/appendix page for a proxy solicitation deck.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
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This appears to be a screenshot of a website page for the 'Streamline 66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit