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Matching slides 37,461
Current window 13,621-13,650
Pages 1,249
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13,621-13,650 of 37,461
02
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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The slide uses a historical precedent to justify a capital allocation philosophy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter advocating for a change in capital allocation strategy.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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Includes a stacked bar chart for revenue capacity and a scenario table for FCF projections.Texas Instruments (TXN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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The chart demonstrates the gap between the effective purchase price and the calculated fair value of the core business.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
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Uses a before-after style comparison to expose a flaw in the current governance calculation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
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Toyota Industries Corporation (6201)Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
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Page number 16 at the bottom.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
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Page number 17 at the bottom.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
07
This page serves as a transition to the detailed nominee biographies.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
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Page number 8 at the bottom.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
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Page 9 of a shareholder letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
06
The slide outlines a multi-pronged turnaround strategy involving operational improvements, real estate optimization, portfolio restructuring, and franchising.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
03
This is a text-heavy press release slide summarizing the investment thesis.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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The chart uses a standard bridge/waterfall format to show the path from current base EBIT to risk-adjusted target EBIT.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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Includes a detailed table breaking down synergy estimates by cost category with red-text annotations explaining the rationale for each.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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The slide presents a dense paragraph of biographical text detailing the nominee's career history, education, and qualifications.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
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Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
12
The slide uses a bar chart to highlight BMY's high R&D investment relative to peers, framing it as a potential inefficiency or misallocation of capital.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses a 'CEO Quote vs. Reality' structure to highlight management failure.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
02
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 a formal shareholder letter from an activist investor.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is a text-heavy shareholder letter page advocating for strategic divestiture and operational changes.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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The slide uses a comparison table to highlight Dollar Tree's outlier status regarding pricing strategy, then provides a narrative argument for moving away from the $1.00 price point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit