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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 66,151-66,180
Pages 2,643
Rows per page 30
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66,151-66,180 of 79,264

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02
Uses a CEO quote to contrast with the bar chart data, demonstrating a failure to meet stated goals.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
02
This is a page from an activist investor presentation (Engine Capital) criticizing Parkland Corporation.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
03
The slide uses a table to contrast Parkland's performance against peers over 1, 3, 5, and 10-year periods to undermine the Board's narrative.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
04
The slide uses a table to contrast performance metrics to support a legal/governance argument regarding a 'Material Adverse Change' (MAC) clause.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The MonsterLoop · The Reveal1 hit
01
Slide 1
This is the first page of a shareholder letter from Engine Capital LP to the Board of Parkland Corporation.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
03
The slide argues that Parkland's SG&A growth outpaces its GP growth, unlike its peers, suggesting a $275M cost opportunity.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide uses historical M&A data to justify the thesis that a sale would unlock value through synergies.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
This is the final page of a shareholder letter, including a call to action and signatures.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor 1 hit
01
Slide 1
The slide uses a table to quantify insider buying and then uses that data to challenge the Board's stated confidence in the company's future.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · AttentionLoop · Pattern Hunter1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
The slide argues that operational improvements are insufficient to close the valuation gap, advocating for structural changes (breakups) instead.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
05
Includes a peer comparison table, an EV bridge calculation, and a list of peer companies by division.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
01
Slide 1
This is a text-heavy press release document formatted as a single page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter1 hit
04
The slide uses a combination of a performance table and two line charts to contrast performance under the previous CEO versus the current CEO.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach1 hit
11
Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
06
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
08
The slide uses a line chart to correlate specific activist milestones with share price movements.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
09
Uses a three-column layout to contrast the problem, the goal, and the solution.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
11
Uses a waterfall chart to show the gap to the $1B target and a bar chart to show acquisition multiple discrepancies.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
01
Slide 1
This is a formal press release/letter document.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & Complication1 hit
02
The slide uses a combination of a performance table and qualitative narrative to argue for management failure.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit