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 51,211-51,240
Pages 3,679
Rows per page 30
Component
51,211-51,240 of 110,355
02
The slide uses negative testimonials to frame the CEO as incompetent and distracted.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
03
The slide uses a grid of headshots to visualize the high churn rate of CFOs, Heads of Technology, and Heads of Sales.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
04
Uses Glassdoor reviews to contrast company claims with employee sentiment.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor Loop · The Reveal1 hit
01
Document-style cover (research note), text-only, no charts or tables. Includes a substantial disclaimer/disclosure block at the bottom.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
05
This slide functions as a narrative rebuttal to management's claims, highlighting inconsistencies in their public statements and their association with Lanny Davis.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
06
The slide highlights a potential regulatory misalignment between Allied's valuation practices and SEC requirements.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
07
The slide contains excerpts from Allied Capital's annual report and white paper, followed by Greenlight's commentary on Allied's regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
08
The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
09
The slide uses a dialogue format to expose a contradiction between Allied's claims and SEC regulatory stance.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
12
The slide uses a specific case study (Velocita) to challenge management's credibility and valuation practices.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
14
Includes footnotes 15 and 16 detailing valuation discrepancies and pari passu status.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
The slide uses specific examples to challenge Allied's valuation methodology.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
17
This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
18
This is a page from a research note/investor letter. It uses a narrative structure to build a case against Allied Capital's accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
19
This is a text-heavy research note page detailing a dispute over accounting practices between Greenlight Capital and Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
20
The slide highlights a discrepancy between Allied's stated valuation methods and Greenlight's assessment of appropriate GAAP-compliant accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
22
This is a page from a research note by Greenlight Capital regarding Allied Capital (ALD).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
23
This is a page from a research note by Greenlight Capital, likely part of their short thesis on Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
26
The slide uses a direct investigation of AICPA audit guides to debunk a specific claim made by Allied's CEO and Merrill Lynch.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
27
This slide is a text-heavy research note page, likely from a short-seller report by Greenlight Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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 Gap1 hit
03
The slide uses a grid of headshots to visualize the high turnover rate in CFO, CTO, and Head of Sales roles.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
05
This is a text-heavy page from a shareholder letter, likely an activist investor campaign document.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
02
The slide uses a dual-axis line chart for performance and a bar chart for valuation multiples to argue that Match is undervalued.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
04
The slide uses a combination of bar chart (margins) and line chart (YoY growth) to highlight the lack of operating leverage.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pattern Hunter1 hit
03
Final page of a shareholder letter; text-only with bold lead paragraph, body argument, signature block, and a numbered footnote.News Corporation (NWSA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ActionLoop · Golden Circle1 hit
09
The slide uses a numbered list format (5-8) to continue a previous list of initiatives.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
11
Uses a red arrow to visually connect the chart to the contextualizing bullet points.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit