slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 39,001-39,030
Pages 3,679
Rows per page 30
Component
39,001-39,030 of 110,355
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This is the first page of a formal shareholder letter.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Includes a performance comparison table against FTSE 250 and Peer Group.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Call1 hit
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The slide uses a 'skin in the game' argument to critique the current board's alignment with shareholders.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The document is a formal letter from an activist investor to a company board.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · AttentionLoop · Cost Of Inaction1 hit
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This is the final page of a press release document.Dye & Durham Limited (DND) · Arnaud Ajdler
Press release Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
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Contains standard legal disclaimer, company boilerplate, and contact details.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor 1 hit
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Press release format; includes footnotes regarding historical AGM dates and TSX regulations.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · AttentionLoop · Why Now1 hit
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The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
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This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a standard corporate press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
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This is a standard activist investor press release structure.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a page from an activist investor presentation (Engine Capital) criticizing Parkland Corporation.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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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 Reveal1 hit
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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 Reveal1 hit
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This is a text-heavy slide from an activist investor presentation (likely Engine Capital or similar) outlining a thesis for value creation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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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 Breakdown1 hit
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This is a page from an activist shareholder letter (Simpson/Engine vs Parkland).Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
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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 Inaction1 hit
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This is a page from an activist investor letter (likely Simpson/Parkland). It uses strong, accusatory language ('banana republic', 'playing tricks').Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
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This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
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Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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The slide argues that operational improvements are insufficient to close the valuation gap, advocating for structural changes (breakups) instead.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
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Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
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This is a formal activist investor letter, serving as the cover page of a presentation deck.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
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The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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This is a formal press release/letter document.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide uses a combination of a performance table and qualitative narrative to argue for management failure.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a page from an activist investor letter (likely Engine Capital) criticizing the current CEO and Board.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a continuation of a shareholder letter, focusing on governance and compensation reform.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit