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Matching slides 118,471
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32,941-32,970 of 118,471
01
This is a text-heavy press release document.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Press release Activist investor Beat · HookLoop · Cost Of Inaction2 hits
03
This is the final page of a letter from an activist investor (Arnaud Ajdler).Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
09
The slide uses a 'name and shame' approach to advocate for voting against compensation committees due to persistent underperformance.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
12
The slide uses a 'Proxy Compensation Spotlight' format to target specific companies and their boards.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
01
Press release format.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · AttentionLoop · Aha Moment2 hits
02
Standard press release boilerplate/contact page.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · Action2 hits
03
Page 3 of a press release document.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor Loop · Expert Witness2 hits
01
The text includes a specific demand list for operational and financial improvements.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · Attention2 hits
02
Contains standard legal disclaimer, company boilerplate, and contact details.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor 2 hits
03
Parkland Corporation (PKI)Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Setup2 hits
01
This is the first page of a formal shareholder letter.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The Call2 hits
02
This is page 2 of a shareholder letter. It uses a narrative structure to frame the Board as unresponsive and out of touch.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal2 hits
03
The slide uses a table to contrast Parkland's performance against peers over 1, 3, 5, and 10-year periods to undermine the Board's narrative.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal2 hits
01
Includes a specific valuation target of $45 per share.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication2 hits
03
This is a text-heavy slide from an activist investor letter proposing a corporate breakup (RemainCo vs SpinCo) and citing Marathon Petroleum as a precedent.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown2 hits
04
The slide uses specific examples of director tenure (21, 17, 12 years) and cumulative committee tenure (41 years) to build a case for board refreshment.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown2 hits
05
This is a text-heavy shareholder letter page outlining governance and strategic demands.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown2 hits
18
Uses a contrast-pairs framework to dismantle the company's premium argument.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)2 hits
20
Uses a direct comparison format to dismantle the target's narrative.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)2 hits
05
The slide uses a narrative case study approach to contrast executive compensation governance at SPG and Prologis before presenting a comparative table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
08
Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg2 hits
10
The slide highlights a conflict of interest and lack of oversight regarding executive compensation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate2 hits
12
The slide uses a table to expose a perceived contradiction in Welltower's compensation strategy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 2 hits
14
Includes a list of legal precedents followed by a case study table.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 2 hits
16
Includes a table of top 10 shareholders to illustrate the passive nature of the investor base.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 2 hits
03
The slide argues that Parkland's SG&A growth outpaces its GP growth, unlike its peers, suggesting a $275M cost opportunity.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
02
This is page 2 of a shareholder letter, focusing on specific grievances and demands for the Board.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal2 hits
05
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 & Approach2 hits
01
This is a text-heavy press release document formatted as a single page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction2 hits