slides · global inventory
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Matching slides 118,471
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Pages 3,950
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4,471-4,500 of 118,471
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This is a page from a shareholder letter, acting as a cover or introductory note.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction5 hits
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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 Moment5 hits
44
This is the final page of a legal contract.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 5 hits
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Exhibit 99.5Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 5 hits
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Standard legal disclosure document for proxy filings.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 5 hits
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Standard legal disclosure document for SEC filings.Box, Inc. (BOX) · Peter A. Feld
Regulatory filing Activist investor 5 hits
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This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal5 hits
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This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal5 hits
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Page 21 of a Schedule 13D filing.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap5 hits
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Page 22 of a Schedule 13D filing.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap5 hits
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Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap5 hits
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Standard legal disclosure document for SEC filings.Rogers Corporation (ROG) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap5 hits
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This is a text-heavy shareholder letter page arguing against management's guidance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction5 hits
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This is a standard legal disclosure document (Exhibit 99.2) outlining terms of service, indemnification, and confidentiality for a board nominee.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 5 hits
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Exhibit 99.4 regulatory filing document.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 5 hits
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Standard legal disclosure document for proxy filings.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor 5 hits
15
The slide uses a 'Myth vs Reality' structure to challenge the conventional wisdom regarding capital allocation and growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 5 hits
35
The slide uses a combination of a bulleted summary box and supporting narrative text to justify the valuation thesis.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle5 hits
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The slide serves as a transition to a deep dive on athenahealth, framing the author's short position as a valuation-based critique rather than a personal attack.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor 5 hits
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The cartoon depicts a scarecrow teaching a younger scarecrow about 'GMO CORN', highlighting the technological shift in farming.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action5 hits
20
The slide uses a map-based visualization to explain why soda ash is a regional rather than global commodity.Solvay SA (SOLB BB) · David Einhorn
Conference presentation Activist investor Beat · Solution5 hits
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap5 hits
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This is the final page of a shareholder letter, signed by Jeffrey Smith.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Call to ActionLoop · Cost Of Inaction5 hits
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This is a text-heavy page from a shareholder letter, likely part of an activist campaign or proxy contest.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal5 hits
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This is the final page of a shareholder letter from Starboard Value LP.Algonquin Power & Utilities Corp. (AQN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction5 hits
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This is the first page of a shareholder letter from Starboard Value to GoDaddy.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · AttentionLoop · Cost Of Inaction5 hits
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The slide argues that GoDaddy's poor performance is linked to a deteriorating growth and profitability profile compared to peers.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · ComplicationLoop · Benchmark Gap5 hits
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The slide advocates for a 'growth + profitability' metric of 40% by end of 2024.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction5 hits
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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 Inaction5 hits
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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 Now5 hits