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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 35,791-35,820
Pages 3,679
Rows per page 30
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35,791-35,820 of 110,355

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The slide uses a bar chart to visualize margin erosion in the BCH segment following the Omega acquisition.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
This is a page from a shareholder letter by Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
03
This is a page from a shareholder letter (Starboard Value vs Yahoo). It uses external quotes to build a case against the board's management of the sale process.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Aha Moment1 hit
02
The slide uses a negative bar chart to emphasize the magnitude of the underperformance gap.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a bar-grouped chart to illustrate the compensation gap, followed by a call to action for electing new board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
01
Slide 1
This is a text-heavy cover/introductory page for a presentation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
03
This slide is a transcript-style page from a presentation, likely David Einhorn's speech on Allied Capital.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
04
This slide is part of a larger document (likely David Einhorn's presentation on Lehman Brothers). It uses a quote from Warren Buffett to frame the situation.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
06
This is a text-heavy slide acting as a forensic analysis of financial reporting inconsistencies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
This is a text-heavy slide from a confidential internal document or report, likely an investigative or audit-related memo.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
05
The slide uses a simple, high-contrast design typical of older corporate presentations.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
06
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
05
This appears to be a page from a white paper or book chapter rather than a standard presentation slide.US/Japan Sovereign Debt & Fiat Currencies (Macro) · David Einhorn
Conference presentation Activist investor Beat · Key MessagesLoop · Cost Of Inaction1 hit
02
The slide uses a line chart to show growth trends and a bar chart to benchmark SG&A intensity against peers.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
This is a text-heavy shareholder letter page.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
02
The slide uses a narrative structure to frame the company's power assets as a scarce, high-value commodity in the current AI infrastructure market.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Why Now1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
05
This is the final page of a shareholder letter, including signature and footnotes.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
04
This is a formal letter from an activist investor.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · CEO Quote1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a bar chart to highlight the decline in EBITDA and FCF since 2012, specifically pointing to the period after current management took over.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
Uses a series of bar charts to visually demonstrate the failure of management's projections.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to visualize EBITDA erosion and includes callouts to highlight management's contradictory statements.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit