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27,241-27,270 of 39,432
03
Includes non-GAAP disclosure footnote.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
04
Slide 3 of a regulatory filing deck.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
05
Depomed, Inc. (DEPO)Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a shareholder letter, serving as a cover and executive summary.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a page from a shareholder letter by Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
04
This is page 4 of a shareholder letter, likely from Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
05
This is a continuation of a list of nominee bios, starting mid-sentence for Ms. Baker.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Page number 6 at the bottom.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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This is the final page of a shareholder letter, likely part of a proxy contest or board nomination package.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
01
This is the first page of a shareholder letter from Third Point to The Walt Disney Company.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is page 2 of a shareholder letter, continuing a list of demands.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a page from a shareholder letter (likely an activist investor letter to Disney).The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
This is the final page of a letter, containing the sign-off and a carbon copy notation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
The text argues for a capital allocation shift from dividends to content investment, using Netflix as a benchmark for valuation and operational metrics.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
The text uses a 'precedent' argument to justify short-term earnings pressure for long-term value creation.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
The chart illustrates P/E multiple expansion for Microsoft and Adobe between 2010 and 2020 to support the argument for subscription-based business models.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
05
The slide uses the digital music market as a historical precedent for the shift to streaming, which Third Point uses to justify their demand for Disney to pivot away from traditional theater models.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
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Page number 6 at the bottom.The Walt Disney Company (DIS) · Daniel S. Loeb
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a formal shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide highlights a discrepancy between the Chairman's public statement and the company's reported actions.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
04
This is a page from a shareholder letter, likely from Starboard Value to Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
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Page 5 of the document.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
01
This is the first page of an activist investor letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
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The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter; the text is a continuous argument for a divestiture strategy.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This is the final page of a shareholder letter, including a signature and page number.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit