anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Metric

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

Search Insights JSON Unlock
Matching slides 79,264
Current window 63,331-63,360
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

Component

63,331-63,360 of 79,264

filter-aware
02
This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.Macy's Inc. (M) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
02
The slide uses a timeline-annotated line chart to highlight management missteps and a bar-line combo chart to show margin expansion.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a bar chart to visualize margin erosion in the BCH segment following the Omega acquisition.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
This is a page from a shareholder letter by Starboard Value regarding Yahoo.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Aha Moment1 hit
03
Standard SEC Schedule 13D reporting format for beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
04
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
05
Standard SEC form for reporting beneficial ownership of more than 5% of a class of equity securities.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
06
Standard SEC Schedule 13D cover page format.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
07
Standard SEC regulatory form for reporting beneficial ownership of more than 5% of a class of equity securities.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
08
Standard SEC regulatory filing format.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
09
Standard SEC regulatory filing format for beneficial ownership reporting.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
10
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
11
Standard SEC Schedule 13D filing format for reporting beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
12
Standard SEC Schedule 13D reporting form.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
13
Includes disclosure of 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
14
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
04
The text explicitly references a 'flywheel' concept and advocates for a specific SG&A target of 70-75% of gross profit.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
This page serves as the conclusion of a shareholder letter, summarizing the investment thesis and providing necessary data disclosures.CarMax Inc. (KMX) · Jeffrey Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
02
The slide uses a line chart to show growth trends and a bar chart to benchmark SG&A intensity against peers.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
This is a text-heavy shareholder letter page.Lamb Weston Holdings, Inc. (LW) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
The chart shows Riot (black line) significantly underperforming peers (WULF, CORZ, HUT, CIFR) since Jan 2024.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
02
The slide uses a narrative structure to frame the company's power assets as a scarce, high-value commodity in the current AI infrastructure market.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Why Now1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
02
The slide uses rhetorical questions ('how is this possible?') to frame management's actions as negligent.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
04
This is a formal letter from an activist investor.Tripadvisor, Inc. (TRIP) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · CEO Quote1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit