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Complication
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9,541-9,570 of 25,056
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The slide uses a combination of a line chart for valuation erosion and bar charts for relative performance benchmarking.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
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The slide uses a list of analyst quotes to frame the 'existential debate' and a table to quantify the impact of specific corporate missteps.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Problem1 hit
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Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
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Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
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Includes summary table and three line charts showing stock performance relative to benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
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This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Mitek Systems, Inc. (MITK) · Jesse Cohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Anchor1 hit
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This is a text-heavy press release document formatted as a formal letter.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a formal letter from an activist investor (Elliott) to a company board.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain1 hit
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This is a classic activist 'case for change' slide, outlining the specific grievances against the board and management.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
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This is a classic activist deck slide framing the incumbent board as obstructionist and the new nominees as the solution.DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
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DSP Group, Inc. (DSPG)DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · Problem1 hit
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Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call1 hit
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This is a standard introductory slide for an activist investor deck, establishing credibility and alignment with shareholders.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call1 hit
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This is a text-heavy shareholder letter page. It outlines three specific points of guidance for the Board regarding upcoming financial targets.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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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
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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
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This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a comparison table to frame the 'villain' (underperformance) and proposes a solution (separation of Classifieds).eBay Inc. (EBAY) · Peter A. Feld
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'villain' narrative (Starboard Value) to frame the stock underperformance as a result of management execution.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
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Page 2 of a shareholder letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Voice Of Customer1 hit
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The slide combines a performance chart with a narrative argument regarding corporate governance and board composition.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Analogy1 hit