slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 61,981-62,010
Pages 2,643
Rows per page 30
Component
61,981-62,010 of 79,264
01
This is the first page of a formal activist investor letter.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor 1 hit
03
The slide uses negative performance data to argue for management change.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor 1 hit
06
Page 6 of a shareholder letter/proposal document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
03
This page serves as a diagnostic summary of the company's issues, setting the stage for a proposed path forward.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Situation & Context1 hit
04
The slide uses a negative performance table to argue for management change.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & Complication1 hit
05
The slide uses a 'before-after' framing to highlight the deterioration of the company's financial health.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
The slide uses a 2x2 matrix to frame Commvault as an outlier in the 'Inefficient' quadrant.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a bar chart to highlight Commvault's low valuation relative to the median of 60 software companies.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
11
Page 11 of a shareholder letter; focuses on operational efficiency and capital allocation.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
02
This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · David Goliath1 hit
03
The slide uses a peer PNAV multiple analysis to argue for undervaluation and includes a narrative summary of investor sentiment.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
04
Includes survey data and AGM approval rate context.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
The slide uses a combination of a line chart for historical trend and a bar chart for peer benchmarking to illustrate governance failure.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
The slide highlights a lack of ROE targets at Sumitomo Realty compared to peers and illustrates a multi-year decline in ROE.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a 'villain' framing to highlight governance failures and proposes specific capital allocation and governance reforms.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide advocates for corporate governance reform in the context of Japanese cross-shareholding practices.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses scatter plots to correlate financial metrics with PNAV, arguing that Sumitomo Realty is underperforming due to slow reform.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter. It establishes the antagonist (Toyota Fudosan) and the core conflict (undervalued tender offer).Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
02
This is a page from a shareholder letter, likely from an activist investor.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a larger argument against a tender offer.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor 1 hit
04
The slide uses direct quotes from the Special Committee to highlight the inadequacy of the offer price.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a narrative of 'coercion' and 'deficiencies' to frame the TOB offer as inadequate.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
09
The chart uses a waterfall-bridge structure to reconcile operating business value and financial assets to arrive at a post-tax NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
10
The chart uses a waterfall-bridge structure to reconcile operating business values, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
11
The chart tracks two components: Stakes in Publicly Listed Companies and Operating Business and Other.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
12
The slide includes a disclaimer that book value is an inadequate metric for TICO's valuation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
13
The chart demonstrates the gap between the effective purchase price and the calculated fair value of the core business.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
14
Uses a before-after style comparison to expose a flaw in the current governance calculation.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The Victory1 hit
21
The slide uses a 'problem-solution' structure, contrasting poor historical returns with a proposed strategic plan.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit