slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 67,981-68,010
Pages 3,683
Rows per page 30
Component
67,981-68,010 of 110,471
05
The slide uses external analyst quotes to build a case against management's M&A strategy.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · Agitate1 hit
09
This is a page from an activist investor letter (Elliott Management) to the Board of Alexion Pharmaceuticals.Alexion Pharmaceuticals, Inc. (ALXN) · Elliott
Shareholder letter Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
11
The slide uses a stacked bar chart to show market share trends from CY18 to CY24, alongside key strategic takeaways and a customer logo grid.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
13
The slide uses a combination of financial data (ROIC comparison) and news citations to build a case for governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Shows 100% dependency on Toyota for major product lines.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The slide uses a two-column layout to categorize feedback from investors vs. sell-side/other stakeholders.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
28
The slide uses two waterfall charts to demonstrate the discrepancy between tax deductions and reported liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
30
The slide details a complex corporate restructuring involving Toyota group companies.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
32
The slide uses a clear call-to-action banner and a numbered list to present strategic alternatives.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the components of value creation: cross-shareholding divestment, operating cash flow, industrial vehicle business growth, and automotive business governance/ROI improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
38
Includes two quotes from 'former automotive parts supplier executives' to support the critique.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Includes a detailed tax calculation table for specific holdings (Toyota, Toyota Tsusho, Denso, Aisin) and a quote from Travis Lundy regarding potential undervaluation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
02
This is page 2 of a shareholder letter, likely from an activist investor or dissenting party.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
03
This is a page from a shareholder letter/activist investor document arguing against a TOB.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
07
Page 7 of a shareholder letter. The text explicitly advises shareholders not to tender their shares.Toyota Industries Corporation (6201) · Aaron Tai & Gordon Singer
Shareholder letter Activist investor 1 hit
03
This is a text-heavy press release slide summarizing the investment thesis.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
04
This appears to be the final page of a press release or activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
This is the first page of an activist investor letter.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · AttentionLoop · Logic Chain1 hit
10
The slide uses two bar charts to contrast the loss-making DOC segment with the declining profitability of the IP segment.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
Includes a bar chart showing revenue vs EBIT decline and a table comparing growth and EBITDA margins against peers.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Expose Contradiction1 hit
17
The slide uses a direct quote (the resignation letter) to substantiate the claim of board dysfunction.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
19
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor 1 hit
22
Tessera Technologies Inc. (TSRA)Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses three charts to demonstrate market growth (revenue, litigation, and applications) to contrast with the company's performance.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
24
This slide uses a narrative structure to frame the company's current business model as a failure of strategy, setting up the activist's proposed pivot.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
26
Highlights the discrepancy between patent distribution and revenue generation.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
27
The chart is an exploded pie chart showing the percentage distribution of patent coverage across various packaging technologies.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit
28
The slide uses two bar charts to segment the patent portfolio by quality score and age.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Mece Breakdown1 hit