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This is a formal shareholder letter/correspondence document.athenahealth, Inc. (ATHN) · Jesse Cohn

Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit

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

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

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

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

This is the first page of an activist investor letter. It establishes the 'villain' (poor operational execution) and the 'hero's journey' (the path to 75% upside).Phillips 66 (PSX) · John Pike and Mike Tomkins

Shareholder letter Activist investor Beat · Setup1 hit

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

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

Includes a disclaimer regarding the data cutoff date of January 16, 2026.Toyota Industries Corporation (6201.T) · Elliott Management

Activist deck Activist investor Beat · Situation & Context1 hit

This is a clear call-to-action slide from an activist investor campaign.Toyota Industries Corporation (6201.T) · Elliott Management

Activist deck Activist investor Beat · Situation & Context1 hit

This slide serves as a corporate profile/credentials page for the activist investor.Toyota Industries Corporation (6201.T) · Elliott Management

Activist deck Activist investor Beat · Situation & Context1 hit

The slide outlines the methodology of engaging various expert firms (consulting, legal, tax, financial) to support the valuation and strategic planning process.Toyota Industries Corporation (6201.T) · Elliott Management

Activist deck Activist investor Beat · Situation & Context1 hit

This is the cover page of an activist investor letter.Magellan Health, Inc. (MGLN) · Peter A. Feld

Shareholder letter Activist investor Beat · Situation & ContextLoop · Pre Mortem1 hit

The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld

Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit

Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

Includes trading data and FY 2014 results.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

The slide uses a clear segmentation between core brands and growth concepts.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

This is a formal shareholder letter from an activist investor.Mitek Systems, Inc. (MITK) · Jesse Cohn

Shareholder letter Activist investor Beat · Situation & Context1 hit

This is the first page of a press release document.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn

Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit

Macy's Inc. (M)Macy's Inc. (M) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

Macy's Inc. (M)Macy's Inc. (M) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

Macy's Inc. (M)Macy's Inc. (M) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

Includes a call-to-action box at the bottom summarizing the valuation target.Macy's Inc. (M) · Starboard Value

Activist deck Activist investor Beat · Situation & Context1 hit

The slide uses a timeline-based chart to correlate specific corporate announcements with negative financial performance metrics.Cars.com Inc. (CARS) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Situation & Context1 hit

This is the first page of an activist investor letter.Corteva, Inc. (CTVA) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit

This is the first page of an activist investor letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Situation & Context1 hit

The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Situation & Context1 hit

This is a formal activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld

Shareholder letter Activist investor Beat · Situation & Context1 hit

This is a letter from an activist investor (Starboard Value) to Newell Brands shareholders.Newell Brands Inc. (NWL) · Jeffrey C. Smith

Shareholder letter Activist investor Beat · Situation & Context1 hit