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The slide highlights specific board and management changes at ADP, Chipotle, Lowe's, and United Technologies.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action4 hits
84
Uses Wayback Machine screenshots as primary evidence to highlight the '1,000 clients' claim consistency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
46
The slide uses a 'villain' framing by highlighting redactions as evidence of malfeasance.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
25
Uses red boxes to highlight specific evidence of contradiction.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
40
The slide uses red boxes to highlight cumulative handle figures across different weeks of NFL games on the Kalshi platform.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 4 hits
41
The red boxes highlight the cumulative handle figures for each week.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 4 hits
206
The slide uses photographic evidence of billboards in various European cities to argue against management's marketing spend.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
247
Uses a side-by-side comparison to illustrate a conflict of interest.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
38
Iron Mountain Incorporated (IRM)Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 4 hits
39
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction4 hits
106
Uses a hub-and-spoke style diagram to map relationships between directors and shared entities/interests.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 4 hits
150
Uses a split-layout comparing committee members (left) with specific ESG failures (right).Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 4 hits
156
This is an activist investor slide targeting specific board members for removal.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 4 hits
161
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 4 hits
58
MPC stands for Master Planned Community.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 4 hits
170
The slide uses red borders to emphasize the co-founders, contrasting them with the CEO and CFO.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 4 hits
11
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Loop · Logic Chain4 hits
160
The slide presents four technical excerpts from ASML to demonstrate the extreme complexity of High-NA EUV systems, implying that Lasertec's claims of capability are unfounded.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
320
The text argues that the building's exterior does not look like a modern semiconductor fab.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
10
The slide contains photographic evidence of office premises, likely for a due diligence or investigative report.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Agitate4 hits
11
The slide uses visual evidence (photos of signage and office entrance) to expose a discrepancy in company location/identity.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Loop · Iceberg4 hits
08
The slide uses a 'villain' framing by suggesting the CEO is 'pumping' the stock.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology4 hits
22
Uses a comparison frame to expose a potential valuation bubble.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment4 hits
200
The slide serves as a product landscape overview to contrast current market offerings with the subject drug (Vykat).Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 4 hits
146
Includes visual evidence of menu layouts to support the argument regarding presentation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory4 hits
05
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · SolutionLoop · Quick Win Big Bet4 hits
305
The slide uses a 'laundry list' format to present competitive threats, supported by product imagery.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 4 hits
47
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative by contrasting company claims with public domain technical information.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment4 hits
134
Uses field investigation to debunk corporate narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
11
Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor 4 hits