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Matching slides 110,355
Current window 34,291-34,320
Pages 3,679
Rows per page 30
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34,291-34,320 of 110,355

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01
Slide 1
This is a formal shareholder letter from Elliott Advisors to Alexion Pharmaceuticals, dated May 12, 2020.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
02
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
03
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
04
Uses analyst quotes to highlight the gap between management's stated discipline and the market's perception of defensive, value-destroying M&A.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
06
This is a text-heavy page from a shareholder letter, likely part of a larger argument regarding management performance.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
07
The slide uses a scatter plot to demonstrate that Alexion is undervalued compared to its peers with similar growth profiles.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor 1 hit
08
This is a page from a shareholder letter, likely from Elliott Management, arguing for a sale of Alexion.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
Slide 1
Letterhead format from Elliott Advisors (UK) Limited.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
02
This is page 2 of a shareholder letter, likely from an activist investor or dissenting party.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
04
The slide uses quantitative evidence (NAV per share, stock price increases) to argue that the current offer price is insufficient.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses specific financial figures (18,600 JPY, 18,800 JPY, 1,005 JPY increase, 7.5% stock rise) to build a case of undervaluation.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
06
The slide uses a 'villain critique' structure to frame the TOB as a breach of corporate governance standards.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Villain Critique1 hit
09
The chart uses a waterfall-bridge structure to reconcile business value and financial assets to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
10
The chart uses a waterfall-bridge structure to reconcile business value and financial assets to arrive at an implied NAV per share vs the TOB offer price.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
12
The slide argues that the book value understates the true value of Toyota Industries Corporation due to tax considerations and unrealized gains.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
13
The chart uses a waterfall-bridge structure to reconcile market capitalization to core business fair value.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
14
The slide uses a before-after comparison of calculation methodologies for 'Majority of Minority' voting thresholds.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
05
This is a standard 'About Us' disclosure page often found at the end of an activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor 1 hit
06
Standard press release boilerplate disclosure.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor 1 hit
02
Includes footnotes regarding data sources and historical performance context.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
03
The slide uses a case study approach to establish credibility in IP-focused activism.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
08
Includes a table of summary returns and three line charts (5-year, 3-year, 1-year) highlighting the impact of a Starboard 13D filing.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
Uses red trend lines to emphasize negative performance trends.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses two bar charts to contrast the loss-making DOC segment with the declining profitability of the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses two tables to isolate the poor performance of the DOC segment compared to the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a 'Commitment vs. Reality' structure to highlight management credibility issues.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
13
Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Uses a bar chart to visualize historical and projected losses, and a text block to highlight contradictory management statements.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
16
Uses specific examples of executive departures (Young, Chernicoff, Roohparvar) to build a case for board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit