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Consultants Gambit
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Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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The slide argues that operational improvements are insufficient to close the valuation gap, advocating for structural changes (breakups) instead.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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Page 4 of a shareholder letter; focuses on capital allocation and strategic direction.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is the final page of a shareholder letter, including signatures.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Lyft (LYFT)Lyft (LYFT) · Arnaud Ajdler
Press release Activist investor Beat · Situation & Context1 hit
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American Tower (AMT)American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Situation & Context1 hit
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Short-seller research note page focusing on valuation multiples and governance concerns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a research note page focusing on credit risk, market rent comparisons, and management transparency.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a text-heavy research note page focusing on accounting irregularities and management transparency issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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American Tower (AMT)American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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This is a formal letter from a short-seller to a company's board of directors.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Situation & Context1 hit
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This slide argues that independent director committees are compromised and proposes an external audit of their investigative process.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
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This is a text-heavy shareholder letter page acting as a rebuttal to a press release.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Situation & Context1 hit
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This is a narrative-heavy slide from a shareholder letter, likely part of a short-seller report or activist investor communication.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Situation & Context1 hit
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The text serves as a narrative defense against accusations of bias and a factual attack on the target company's operations.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication1 hit
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This is a narrative-heavy slide serving as a direct response to specific allegations made by a third party (Pearson).Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication1 hit
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The slide serves as a preemptive rebuttal to accusations of bias or financial vendetta.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication1 hit
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The slide uses a Q&A format to highlight red flags in a potential investment.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof1 hit
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The slide uses a Q&A format to expose red flags in a potential acquisition, with the author's internal commentary providing critical context.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof1 hit
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This is a narrative text slide, likely part of a short-seller's report or case study.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof1 hit
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The text serves as a founder's manifesto explaining the firm's origin story and investment philosophy regarding Chinese companies.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Impact & Next Steps1 hit
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Orient Paper Inc. (ONP)Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Impact & Next Steps1 hit
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This is a standard activist investor press release disclosure page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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This is a formal activist investor letter, serving as the cover page of a presentation deck.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is a page from an activist investor letter (likely Elliott or similar) detailing strategic recommendations.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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Page 10 of a shareholder letter; continues a list of demands.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit