slides · global inventory
Image
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,566
Current window 63,271-63,300
Pages 3,986
Rows per page 30
Component
63,271-63,300 of 119,566
01
This is the first page of a shareholder letter from Starboard Value to Depomed.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
This is a text-heavy shareholder letter page.Depomed, Inc. (DEPO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & Proof1 hit
01
This is the first page of a shareholder letter from Starboard Value to Macy's executives.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
01
This is a formal shareholder letter, not a slide deck page, but it functions as the executive summary/thesis statement for the activist campaign.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
01
This is the first page of a shareholder letter, serving as a cover and executive summary.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
07
This is the final page of a shareholder letter, likely part of a proxy contest or board nomination package.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
01
Includes specific mention of 8.6% ownership, $8.5B AUM, and 281 directors placed.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Attention1 hit
07
The slide uses a 'ceo-quote-contradiction' framework to undermine management's stated rationale for avoiding dividends.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
09
The slide uses a visual metaphor of stacks of cash to represent the accumulation of overseas funds.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a visual metaphor of a frustrated character standing next to a large stack of boxes (inventory) and a box of cash to illustrate capital inefficiency.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
14
Uses a 'hypocrisy' frame to highlight the contradiction between management's public rhetoric and private actions.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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 1 hit
17
The slide uses a metaphor of a cow made of money to illustrate the 'dairy business' quote.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
18
The slide uses stock imagery to illustrate the concept of capital distribution.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
26
Uses a thought bubble and a photo of a relaxed person to mock the 'conventional wisdom' of dividend-driven stock growth.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor 1 hit
30
The slide uses a visual metaphor ('slide to unlock') to signal that the following content will reveal a new financial instrument.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Loop · Golden Circle1 hit
31
The slide uses a visual metaphor of an app icon on an iPhone to represent the 'iPrefs' product.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
33
This slide outlines the specific financial instrument (iPref) proposed by Greenlight Capital to unlock value for Apple shareholders.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
34
This is part of the Greenlight Capital proposal to Apple regarding iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
36
The slide uses a cartoon illustration of an elderly couple to represent 'Individual Savers' as a key demographic.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
39
The slide uses visual metaphors of stock certificates to illustrate the distribution mechanism.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Before After1 hit
45
Includes a cartoon illustration of a person tucking a safe into bed, symbolizing hoarding cash.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Solution1 hit
46
Uses a visual metaphor of an apple pie to illustrate the 'cake' analogy mentioned in the text.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · Impact & Next Steps1 hit
01
The St. Joe Company (JOE)The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
07
Includes a disclaimer about the use of Disney marks at the bottom.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
01
This is the first page of a formal shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & ContextLoop · Golden Circle1 hit
05
Page 5 of the document.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
01
This is the first page of an activist investor letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
This is the first page of a shareholder letter from Starboard Value to Yahoo! Inc.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
07
This is the final page of a shareholder letter.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit