anlak storytelling
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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 62,461-62,490
Pages 2,643
Rows per page 30
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18 30 60

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62,461-62,490 of 79,264

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The slide uses a split-chart 'before and after' framework to attribute value destruction to specific management decisions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
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The slide uses a bar chart to visualize margin erosion following acquisitions, specifically highlighting the Olapic deal.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
Uses analyst quotes and financial charts to demonstrate poor performance post-acquisition.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
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The slide uses a waterfall-style calculation to quantify value destruction from non-core acquisitions.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
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The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
04
Uses a combination of a performance table and a line chart to illustrate operational and market failure.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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Slide 1
This is an activist investor letter from Starboard Value to Mellanox Technologies.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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The slide uses a 'villain' framing to contrast massive insider selling against negligible insider buying.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist campaign against Mellanox management.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a scatter plot to show poor correlation between SBC and TSR, and a bar chart to highlight a 70% decline in insider ownership.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
05
The slide uses a bar chart to highlight the discrepancy between director stock sales and current holdings.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
07
The table contains 30 rows of transaction data.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
08
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
09
Page number 9 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
10
The table lists date, name, title, transaction type, security type, price, quantity, and total value.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
11
The table lists various executives and their open market sales of ordinary shares between 2012 and 2013.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
12
Page number 12 at the bottom.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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The table lists transaction dates, executive names, titles, transaction types, share types, prices, quantities, and total values.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
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The table lists date, name, title, transaction type, security type, price, quantity, and total value of sales.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor 1 hit
01
Slide 1
The slide uses a timeline-based chart to correlate specific corporate announcements with negative financial performance metrics.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
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This is a text-heavy shareholder letter page. It outlines three specific points of guidance for the Board regarding upcoming financial targets.Cars.com Inc. (CARS) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
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The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
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The slide uses a waterfall-style calculation to derive implied margins and a bar chart to benchmark against peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
01
Slide 1
This is the opening page of an activist investor letter.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Attention1 hit
01
Slide 1
This is a formal activist investor letter serving as the cover page for a presentation deck.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide uses a line chart to contrast historical stock performance with management's prior promises of synergy and profitability.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a combination bar and line chart to contrast a target (green bar) with subsequent underperforming fiscal years (blue bars).Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide combines a performance chart with a narrative argument regarding corporate governance and board composition.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Analogy1 hit